Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.30%
−0.04%
6 Months
28.07%
−3.71%
1 Year
19.77%
−1.23%
3 Years
—
7.88%
5 Years
—
5.71%
Since Inception
18.55%
9.28%
Fund Age
1 yr 9 mo
7 yrs 1 mo
AUM
₹46.14 Cr
₹2.48 Cr
Alpha – 1 Year
15.05%
−5.95%
Alpha – 3 Years
—
−4.21%
Information Ratio – 3 Years
—
-1.27
Volatility – 1 Year
36.76%
17.16%
Volatility – 3 Years
—
14.17%
Beta – 1 Year
1.78
0.98
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
0.52
-0.29
Sharpe Ratio – 3 Years
—
0.17
Worst Rolling Year
—
5.24%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−25.11%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 98%
L 92% · M 4%
Number of Stocks
15
26
Portfolio P/E
22.07
29.84
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%
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%