Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs BIN73 SUNRISEALPHA
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
BIN73 SUNRISEALPHA
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.10%
3.30%
6 Months
7.76%
28.07%
1 Year
8.69%
19.77%
3 Years
14.17%
—
5 Years
—
—
Since Inception
18.23%
18.55%
Fund Age
3 yrs 4 mo
1 yr 9 mo
AUM
₹10.3 Cr
₹46.14 Cr
Alpha – 1 Year
3.97%
15.05%
Alpha – 3 Years
2.09%
—
Information Ratio – 3 Years
1.14
—
Volatility – 1 Year
18.17%
36.76%
Volatility – 3 Years
15.44%
—
Beta – 1 Year
1.03
1.78
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
0.32
0.52
Sharpe Ratio – 3 Years
0.69
—
Worst Rolling Year
13.56%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−19.52%
−25.11%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.40%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
S 98%
Number of Stocks
15
15
Portfolio P/E
—
22.07
Top 5 Holdings
Kotak Multi Cap Fund - Direct (G) · 7.30%
DSP Small Cap Fund - Direct (G) · 6.91%
HDFC Small Cap Fund - Direct (G) · 6.79%
Motilal Oswal Large and Midcap Fund - Dir (G) · 6.78%
HDFC Focused Fund - Direct (G) · 6.75%
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
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1.5% / 0% / 0%