Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs BIN73 SUNRISEALPHA
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
BIN73 SUNRISEALPHA
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
3.30%
6 Months
0.51%
28.07%
1 Year
12.01%
19.77%
3 Years
12.45%
—
5 Years
—
—
Since Inception
12.40%
18.55%
Fund Age
3 yrs
1 yr 9 mo
AUM
₹22.7 Cr
₹46.14 Cr
Alpha – 1 Year
12.36%
15.05%
Alpha – 3 Years
3.45%
—
Information Ratio – 3 Years
0.50
—
Volatility – 1 Year
19.89%
36.76%
Volatility – 3 Years
17.57%
—
Beta – 1 Year
1.18
1.78
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.40
0.52
Sharpe Ratio – 3 Years
0.46
—
Worst Rolling Year
12.43%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−26.54%
−25.11%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.71%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 99%
S 98%
Number of Stocks
—
15
Portfolio P/E
—
22.07
Top 5 Holdings
Bajaj Finance Ltd · 5.85%
Nestle India Ltd · 5.59%
Shriram Finance Ltd · 5.54%
Apollo Hospitals Enterprise Ltd · 5.53%
Mahindra & Mahindra Ltd · 5.37%
Manorama Industries Ltd · 10.75%
Advait Energy Transitions Limited · 10.74%
R R Kabel Ltd · 10.45%
SRM Contractors Ltd · 10.21%
Oswal Pumps Ltd · 7.72%
Top Sectors
—
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1.5% / 0% / 0%