Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.30%
0.67%
6 Months
28.07%
1.38%
1 Year
19.77%
7.78%
3 Years
—
12.37%
5 Years
—
10.07%
Since Inception
18.55%
13.18%
Fund Age
1 yr 9 mo
6 yrs 8 mo
AUM
₹46.14 Cr
₹1.13 Cr
Alpha – 1 Year
15.05%
8.13%
Alpha – 3 Years
—
3.37%
Information Ratio – 3 Years
—
0.42
Volatility – 1 Year
36.76%
17.12%
Volatility – 3 Years
—
14.65%
Beta – 1 Year
1.78
0.93
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
0.52
0.21
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
10.01%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−25.11%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.34%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 98%
L 34% · M 14% · S 34%
Number of Stocks
15
43
Portfolio P/E
22.07
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%