Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
Emkay Investments - ENVI
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
5.18%
6 Months
28.07%
19.69%
1 Year
19.77%
25.97%
3 Years
—
17.02%
5 Years
—
—
Since Inception
18.55%
24.02%
Fund Age
1 yr 9 mo
4 yrs 2 mo
AUM
₹46.14 Cr
₹101.01 Cr
Alpha – 1 Year
15.05%
21.25%
Alpha – 3 Years
—
4.93%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
36.76%
21.63%
Volatility – 3 Years
—
19.42%
Beta – 1 Year
1.78
1.10
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.52
0.93
Sharpe Ratio – 3 Years
—
0.65
Worst Rolling Year
—
16.82%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−25.11%
−20.44%
Recovery Period
Not yet recovered
365 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.58%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 98%
L 26% · M 14% · S 51%
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%
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
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