Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
3.74%
6 Months
28.07%
1.17%
1 Year
19.77%
15.87%
3 Years
—
19.02%
5 Years
—
—
Since Inception
18.55%
16.58%
Fund Age
1 yr 9 mo
4 yrs 5 mo
AUM
₹46.14 Cr
₹72.15 Cr
Alpha – 1 Year
15.05%
8.33%
Alpha – 3 Years
—
7.76%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
36.76%
18.13%
Volatility – 3 Years
—
18.07%
Beta – 1 Year
1.78
1.41
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.52
0.61
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
15.14%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−25.11%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.99%
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%
—
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%