Portfolio Management Services (PMS)Compare Schemes
Amaltas Strategic Opportunities Series 1 vs BIN73 SUNRISEALPHA
Add SchemeGrowth of ₹1 Crore
Amaltas Strategic Opportunities Series 1
BIN73 SUNRISEALPHA
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
Nifty 500 · 4.7%
20%
30%
40%
50%
Volatility • 1 yr deviation
1 Month
−4.23%
3.30%
6 Months
27.28%
28.07%
1 Year
43.55%
19.77%
3 Years
—
—
5 Years
—
—
Since Inception
38.04%
18.55%
Fund Age
13 mo
1 yr 9 mo
AUM
₹5.93 Cr
₹46.14 Cr
Alpha – 1 Year
38.83%
15.05%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
30.08%
36.76%
Volatility – 3 Years
—
—
Beta – 1 Year
1.47
1.78
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.18
0.52
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.33%
−25.11%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
S 98%
Number of Stocks
—
15
Portfolio P/E
—
22.07
Top 5 Holdings
—
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
0.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1.5% / 0% / 0%