Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
ORO-Alpha Value
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
10%
20%
30%
40%
50%
Volatility • 1 yr deviation
1 Month
3.30%
0.44%
6 Months
28.07%
5.47%
1 Year
19.77%
6.35%
3 Years
—
—
5 Years
—
—
Since Inception
18.55%
6.04%
Fund Age
1 yr 9 mo
3 yrs 8 mo
AUM
₹46.14 Cr
₹1.28 Cr
Alpha – 1 Year
15.05%
3.37%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
36.76%
17.26%
Volatility – 3 Years
—
15.80%
Beta – 1 Year
1.78
0.95
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.52
0.12
Sharpe Ratio – 3 Years
—
0.10
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.11%
−17.83%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 98%
L 42% · M 17% · S 27%
Number of Stocks
15
24
Portfolio P/E
22.07
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%