Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
Oro-alpha compounders
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
2.98%
6 Months
28.07%
−0.13%
1 Year
19.77%
−2.80%
3 Years
—
13.20%
5 Years
—
—
Since Inception
18.55%
13.51%
Fund Age
1 yr 9 mo
3 yrs 8 mo
AUM
₹46.14 Cr
₹30.6 Cr
Alpha – 1 Year
15.05%
−5.78%
Alpha – 3 Years
—
1.30%
Information Ratio – 3 Years
—
0.16
Volatility – 1 Year
36.76%
16.62%
Volatility – 3 Years
—
16.99%
Beta – 1 Year
1.78
0.93
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.52
-0.42
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
13.00%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−25.11%
−20.23%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.04%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 98%
L 44% · M 26% · S 17%
Number of Stocks
15
24
Portfolio P/E
22.07
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%