Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
Care PMS - Large & Midcap Strategy
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
−1.86%
6 Months
28.07%
0.50%
1 Year
19.77%
6.34%
3 Years
—
19.74%
5 Years
—
16.62%
Since Inception
18.55%
20.10%
Fund Age
1 yr 9 mo
6 yrs 1 mo
AUM
₹46.14 Cr
₹56.91 Cr
Alpha – 1 Year
15.05%
1.64%
Alpha – 3 Years
—
7.64%
Information Ratio – 3 Years
—
0.90
Volatility – 1 Year
36.76%
16.52%
Volatility – 3 Years
—
17.18%
Beta – 1 Year
1.78
0.89
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.52
0.14
Sharpe Ratio – 3 Years
—
0.84
Worst Rolling Year
—
18.93%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−25.11%
−18.72%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 98%
L 59% · M 40%
Number of Stocks
15
20
Portfolio P/E
22.07
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%