Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs Ckredence-Business Cycle Fund
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
Ckredence-Business Cycle Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
10%
20%
30%
40%
50%
Volatility • 1 yr deviation
1 Month
3.30%
2.97%
6 Months
28.07%
18.69%
1 Year
19.77%
17.43%
3 Years
—
—
5 Years
—
—
Since Inception
18.55%
17.76%
Fund Age
1 yr 9 mo
2 yrs 9 mo
AUM
₹46.14 Cr
₹197.55 Cr
Alpha – 1 Year
15.05%
17.78%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
36.76%
20.32%
Volatility – 3 Years
—
—
Beta – 1 Year
1.78
1.06
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.52
0.63
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.11%
−15.36%
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 18% · M 24% · S 51%
Number of Stocks
15
35
Portfolio P/E
22.07
35.70
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%
Laurus Labs Ltd · 10.45%
Cash & Cash Equivalent · 6.09%
Nippon India ETF Nifty IT · 5.42%
Cochin Shipyard Ltd · 4.30%
Emcure Pharmaceuticals Ltd · 3.83%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%