Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs Ionic Allocate Portfolio - Equity
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
Ionic Allocate Portfolio - Equity
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
0%
10%
20%
30%
40%
50%
Volatility • 1 yr deviation
1 Month
3.30%
0.81%
6 Months
28.07%
3.41%
1 Year
19.77%
8.90%
3 Years
—
—
5 Years
—
—
Since Inception
18.55%
10.39%
Fund Age
1 yr 9 mo
16 mo
AUM
₹46.14 Cr
₹54.76 Cr
Alpha – 1 Year
15.05%
9.33%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
36.76%
14.74%
Volatility – 3 Years
—
—
Beta – 1 Year
1.78
0.82
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.52
0.28
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.11%
−10.47%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 98%
—
Number of Stocks
15
28
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%
Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G) · 12.76%
AXIS Greater China Equity Fund Of Fund - Dir (G) · 12.48%
WhiteOak Capital Flexi Cap Fund - Direct (G) · 8.43%
Parag Parikh Flexi Cap Fund - Direct (G) · 8.31%
UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 7.99%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
—
Fixed Fee
2.50% / yr
1.30% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / – / –