Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs NARNOLIA MULTI-ASSET STRATEGY
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
NARNOLIA MULTI-ASSET STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.30%
1.00%
6 Months
28.07%
7.03%
1 Year
19.77%
8.97%
3 Years
—
12.56%
5 Years
—
10.89%
Since Inception
18.55%
15.48%
Fund Age
1 yr 9 mo
7 yrs
AUM
₹46.14 Cr
₹3.36 Cr
Alpha – 1 Year
15.05%
9.32%
Alpha – 3 Years
—
3.56%
Information Ratio – 3 Years
—
0.54
Volatility – 1 Year
36.76%
8.58%
Volatility – 3 Years
—
12.10%
Beta – 1 Year
1.78
0.48
Beta – 3 Years
—
0.78
Sharpe Ratio – 1 Year
0.52
0.43
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
—
9.53%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−25.11%
−17.45%
Recovery Period
Not yet recovered
241 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.23%
5-Year Rolling Windows Positive
—
100.00%
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
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 0% / 0%