Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs Kotak Pioneer Model Strategy Conservative
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
Kotak Pioneer Model Strategy Conservative
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 4.7%
10%
20%
30%
40%
50%
Volatility • 1 yr deviation
1 Month
3.30%
0.76%
6 Months
28.07%
−3.76%
1 Year
19.77%
22.86%
3 Years
—
—
5 Years
—
—
Since Inception
18.55%
13.01%
Fund Age
1 yr 9 mo
4 yrs 1 mo
AUM
₹46.14 Cr
₹1.16 Cr
Alpha – 1 Year
15.05%
16.15%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.30
Volatility – 1 Year
36.76%
15.51%
Volatility – 3 Years
—
9.32%
Beta – 1 Year
1.78
0.62
Beta – 3 Years
—
0.45
Sharpe Ratio – 1 Year
0.52
1.06
Sharpe Ratio – 3 Years
—
0.93
Worst Rolling Year
—
9.06%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−25.11%
−13.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.57%
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%
HDFC Flexi Cap Fund - Direct (G) · 15.10%
Kotak Flexi Cap Fund - Direct (G) · 13.59%
HDFC Ultra Short to Short Term Fund - Direct (G) · 11.63%
ICICI Pru Ultra Short to Short Term Fund - Direct (G) · 7.75%
Kotak Active Momentum Fund - Direct (G) · 7.39%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / – / –