Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs ICICI Prudential PMS Growth Leaders Strategy
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
ICICI Prudential PMS Growth Leaders Strategy
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
2.13%
6 Months
28.07%
4.45%
1 Year
19.77%
9.07%
3 Years
—
17.41%
5 Years
—
13.90%
Since Inception
18.55%
12.23%
Fund Age
1 yr 9 mo
25 yrs 8 mo
AUM
₹46.14 Cr
₹1,659.64 Cr
Alpha – 1 Year
15.05%
4.35%
Alpha – 3 Years
—
5.32%
Information Ratio – 3 Years
—
1.35
Volatility – 1 Year
36.76%
16.92%
Volatility – 3 Years
—
15.61%
Beta – 1 Year
1.78
0.95
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.52
0.28
Sharpe Ratio – 3 Years
—
0.78
Worst Rolling Year
—
-11.28%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
−25.11%
−20.82%
Recovery Period
Not yet recovered
521 days
1-Year Rolling Windows Positive
—
89.60%
Median Rolling Year
—
15.37%
5-Year Rolling Windows Positive
—
93.68%
Market-Cap Mix
S 98%
L 58% · M 17% · S 24%
Number of Stocks
15
37
Portfolio P/E
22.07
28.58
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 · 6.05%
FSN E-Commerce Ventures Ltd · 5.03%
Bharti Airtel Ltd · 4.92%
State Bank of India · 4.85%
Eternal Ltd · 4.72%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 0% / 0%