Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs ICICI Prudential- Rising Stars Strategy
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
ICICI Prudential- Rising Stars Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
30%
40%
50%
Volatility • 1 yr deviation
1 Month
3.30%
−6.06%
6 Months
28.07%
14.81%
1 Year
19.77%
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3 Years
—
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5 Years
—
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Since Inception
18.55%
6.62%
Fund Age
1 yr 9 mo
7 mo
AUM
₹46.14 Cr
₹376.54 Cr
Alpha – 1 Year
15.05%
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Alpha – 3 Years
—
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Information Ratio – 3 Years
—
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Volatility – 1 Year
36.76%
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Volatility – 3 Years
—
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Beta – 1 Year
1.78
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Beta – 3 Years
—
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Sharpe Ratio – 1 Year
0.52
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Sharpe Ratio – 3 Years
—
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
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Deepest Drawdown
−25.11%
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Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
S 98%
L 2% · M 28% · S 68%
Number of Stocks
15
33
Portfolio P/E
22.07
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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%
FSN E-Commerce Ventures Ltd · 4.92%
Indo Count Industries Ltd · 4.91%
Honasa Consumer Ltd · 4.71%
Vijaya Diagnostic Centre Ltd · 4.65%
National Aluminium Company Ltd · 4.11%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
Financial Services · 17.61%
Capital Goods · 12.59%
Automobile and Auto Components · 11.41%
Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
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