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BIN73 SUNRISEALPHA vs Fortuna Two: Inflation Protect Approach

BIN73 SUNRISEALPHA

Fortuna Two: Inflation Protect Approach

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Growth of ₹1 Crore

BIN73 SUNRISEALPHA

Fortuna Two: Inflation Protect Approach

Return for the risk

1 yr return

10%

15%

20%

25%

Nifty 500 · 4.7%

BIN73 SUNRISEALPHA

19.8% • vol 36.8%

Fortuna Two: Inflation Protect Approach

8.3% • vol 1.6%

10%

20%

30%

40%

50%

Volatility • 1 yr deviation

1 Month

3.30%

0.55%

6 Months

28.07%

4.27%

1 Year

19.77%

8.31%

3 Years

—

5 Years

—

Since Inception

18.55%

8.33%

Fund Age

1 yr 9 mo

2 yrs 9 mo

AUM

₹46.14 Cr

₹7.58 Cr

Alpha – 1 Year

15.05%

3.11%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

36.76%

1.63%

Volatility – 3 Years

—

Beta – 1 Year

1.78

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.52

1.73

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

—

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%

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Fixed Fee

2.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

1.5% / 0% / 0%

—

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