Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs Envision Capital - India Opportunities
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
Envision Capital - India Opportunities
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
3.39%
6 Months
28.07%
19.31%
1 Year
19.77%
11.21%
3 Years
—
13.34%
5 Years
—
15.02%
Since Inception
18.55%
17.08%
Fund Age
1 yr 9 mo
5 yrs 4 mo
AUM
₹46.14 Cr
₹135.65 Cr
Alpha – 1 Year
15.05%
6.49%
Alpha – 3 Years
—
1.25%
Information Ratio – 3 Years
—
0.12
Volatility – 1 Year
36.76%
20.71%
Volatility – 3 Years
—
17.79%
Beta – 1 Year
1.78
1.05
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.52
0.35
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
12.49%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−25.11%
−25.10%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 98%
L 18% · M 24% · S 55%
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%
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%