Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
10%
20%
30%
40%
50%
Volatility • 1 yr deviation
1 Month
3.30%
6.23%
6 Months
28.07%
22.18%
1 Year
19.77%
12.29%
3 Years
—
6.28%
5 Years
—
—
Since Inception
18.55%
6.20%
Fund Age
1 yr 9 mo
3 yrs 4 mo
AUM
₹46.14 Cr
₹5.13 Cr
Alpha – 1 Year
15.05%
12.64%
Alpha – 3 Years
—
−2.71%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
36.76%
22.31%
Volatility – 3 Years
—
—
Beta – 1 Year
1.78
0.71
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.52
0.38
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%
—
Number of Stocks
15
25
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%
Welspun Corp Ltd · 3.87%
Acutaas Chemicals Ltd · 3.87%
Lloyds Engineering Works Ltd · 3.87%
Black Box Ltd · 3.87%
Bajaj Consumer Care Ltd · 3.87%
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%
0% / 0% / 0%