Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs Merisis Catalyst Series 1
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
Merisis Catalyst Series 1
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%
−2.20%
6 Months
28.07%
9.62%
1 Year
19.77%
—
3 Years
—
—
5 Years
—
—
Since Inception
18.55%
3.28%
Fund Age
1 yr 9 mo
9 mo
AUM
₹46.14 Cr
₹0.81 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%
S 79%
Number of Stocks
15
8
Portfolio P/E
22.07
32.20
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%
Wockhardt Ltd · 14.44%
Ion Exchange (India) Ltd · 12.96%
Ramco Systems Ltd · 11.82%
Jubilant Ingrevia Ltd · 10.28%
Venkys (India) Ltd · 10.20%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
Healthcare · 21.28%
Fast Moving Consumer Goods · 19.84%
Utilities · 12.96%
Fixed Fee
2.50% / yr
1.20% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 12%
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 1%