Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.30%
2.33%
6 Months
28.07%
5.53%
1 Year
19.77%
9.60%
3 Years
—
6.75%
5 Years
—
7.07%
Since Inception
18.55%
13.02%
Fund Age
1 yr 9 mo
14 yrs 9 mo
AUM
₹46.14 Cr
₹179.27 Cr
Alpha – 1 Year
15.05%
9.95%
Alpha – 3 Years
—
−2.25%
Information Ratio – 3 Years
—
-0.39
Volatility – 1 Year
36.76%
17.14%
Volatility – 3 Years
—
14.92%
Beta – 1 Year
1.78
1.04
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.52
0.31
Sharpe Ratio – 3 Years
—
0.15
Worst Rolling Year
—
-6.19%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−25.11%
−21.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
95.53%
Median Rolling Year
—
12.72%
5-Year Rolling Windows Positive
—
99.15%
Market-Cap Mix
S 98%
L 69% · M 12% · S 15%
Number of Stocks
15
22
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%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
—