Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs Marcellus - Consistent Compounders
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
Marcellus - Consistent Compounders
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
4.02%
6 Months
28.07%
10.61%
1 Year
19.77%
3.27%
3 Years
—
5.81%
5 Years
—
4.77%
Since Inception
18.55%
12.23%
Fund Age
1 yr 9 mo
7 yrs 7 mo
AUM
₹46.14 Cr
₹1,666.24 Cr
Alpha – 1 Year
15.05%
3.70%
Alpha – 3 Years
—
−2.76%
Information Ratio – 3 Years
—
-0.29
Volatility – 1 Year
36.76%
19.50%
Volatility – 3 Years
—
16.37%
Beta – 1 Year
1.78
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.52
-0.02
Sharpe Ratio – 3 Years
—
0.10
Worst Rolling Year
—
0.36%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−25.11%
−23.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.77%
Median Rolling Year
—
8.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 98%
L 42% · M 32% · S 25%
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%
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
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%
0% / 0% / 0%