Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs JM-Apex
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
JM-Apex
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
5.10%
6 Months
28.07%
17.39%
1 Year
19.77%
20.93%
3 Years
—
17.01%
5 Years
—
—
Since Inception
18.55%
19.54%
Fund Age
1 yr 9 mo
3 yrs 6 mo
AUM
₹46.14 Cr
₹615.02 Cr
Alpha – 1 Year
15.05%
16.21%
Alpha – 3 Years
—
4.92%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
36.76%
19.36%
Volatility – 3 Years
—
18.51%
Beta – 1 Year
1.78
1.01
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.52
0.81
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.11%
−14.79%
Recovery Period
Not yet recovered
45 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 98%
—
Number of Stocks
15
—
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%
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 0%