Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs Dezerv Strategic Holdings in Natural Elements (SHINE)
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
Dezerv Strategic Holdings in Natural Elements (SHINE)
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
30%
40%
50%
Volatility • 1 yr deviation
1 Month
3.30%
8.74%
6 Months
28.07%
−3.23%
1 Year
19.77%
54.66%
3 Years
—
—
5 Years
—
—
Since Inception
18.55%
46.32%
Fund Age
1 yr 9 mo
18 mo
AUM
₹46.14 Cr
₹186.08 Cr
Alpha – 1 Year
15.05%
47.12%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
36.76%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.78
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.52
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.11%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 98%
—
Number of Stocks
15
—
Portfolio P/E
22.07
—
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%
—
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%