Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
Fractal Capital - Opportunities
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
5.48%
6 Months
28.07%
13.51%
1 Year
19.77%
1.35%
3 Years
—
13.26%
5 Years
—
—
Since Inception
18.55%
19.28%
Fund Age
1 yr 9 mo
4 yrs 2 mo
AUM
₹46.14 Cr
₹36.17 Cr
Alpha – 1 Year
15.05%
−3.37%
Alpha – 3 Years
—
1.17%
Information Ratio – 3 Years
—
0.14
Volatility – 1 Year
36.76%
24.66%
Volatility – 3 Years
—
18.82%
Beta – 1 Year
1.78
1.31
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
0.52
-0.05
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
—
12.70%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−25.11%
−26.89%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.63%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 98%
L 8% · M 16% · S 76%
Number of Stocks
15
24
Portfolio P/E
22.07
29.70
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%
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 1%