Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs CAPITAL 8 INFINITY FUND
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
CAPITAL 8 INFINITY FUND
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
10%
20%
30%
40%
50%
Volatility • 1 yr deviation
1 Month
3.30%
5.13%
6 Months
28.07%
16.71%
1 Year
19.77%
27.85%
3 Years
—
—
5 Years
—
—
Since Inception
18.55%
26.02%
Fund Age
1 yr 9 mo
2 yrs 6 mo
AUM
₹46.14 Cr
₹177.44 Cr
Alpha – 1 Year
15.05%
23.13%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
36.76%
22.56%
Volatility – 3 Years
—
—
Beta – 1 Year
1.78
0.79
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.52
0.96
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.11%
−8.91%
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%
L 6% · M 15% · S 32%
Number of Stocks
15
18
Portfolio P/E
22.07
22.34
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%
Kotak Arbitrage Fund - Direct (G) · 20.42%
Invesco India Money Market Fund - Direct (G) · 13.06%
Steel Authority of India Ltd · 12.77%
Graphite India Ltd · 9.93%
AXIS Money Market Fund - Direct (G) · 9.44%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
Others · 52.47%
Capital Goods · 15.44%
Metals & Mining · 12.77%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
20% of profit
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%