Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
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%
−0.53%
6 Months
28.07%
0.57%
1 Year
19.77%
—
3 Years
—
—
5 Years
—
—
Since Inception
18.55%
2.03%
Fund Age
1 yr 9 mo
7 mo
AUM
₹46.14 Cr
₹0.29 Cr
Alpha – 1 Year
15.05%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
36.76%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.78
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.52
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.11%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 98%
L 17% · M 21% · S 6%
Number of Stocks
15
20
Portfolio P/E
22.07
15.87
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%
Vedanta Iron & Steel Ltd · 8.22%
Nippon India ETF Hang Seng BeES · 7.87%
Knowledge Realty Trust · 7.21%
IndiGrid Infrastructure Trust · 6.79%
Nippon India Silver ETF · 6.53%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
Others · 23.38%
Oil, Gas & Consumable Fuels · 16.98%
Realty · 13.45%
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% / 1%