Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
InCred Capital - Multicap PMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
6.10%
6 Months
28.07%
8.11%
1 Year
19.77%
−2.73%
3 Years
—
11.42%
5 Years
—
12.09%
Since Inception
18.55%
13.75%
Fund Age
1 yr 9 mo
5 yrs 5 mo
AUM
₹46.14 Cr
₹205.48 Cr
Alpha – 1 Year
15.05%
−5.71%
Alpha – 3 Years
—
−0.47%
Information Ratio – 3 Years
—
-0.07
Volatility – 1 Year
36.76%
23.93%
Volatility – 3 Years
—
22.69%
Beta – 1 Year
1.78
1.24
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
0.52
-0.23
Sharpe Ratio – 3 Years
—
0.35
Worst Rolling Year
—
11.05%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−25.11%
−29.75%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 98%
L 28% · M 36% · S 34%
Number of Stocks
15
29
Portfolio P/E
22.07
46.19
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%
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%