Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
30%
40%
50%
Volatility • 1 yr deviation
1 Month
3.30%
9.44%
6 Months
28.07%
2.42%
1 Year
19.77%
1.29%
3 Years
—
—
5 Years
—
—
Since Inception
18.55%
23.68%
Fund Age
1 yr 9 mo
4 mo
AUM
₹46.14 Cr
₹2.91 Cr
Alpha – 1 Year
15.05%
0.33%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
36.76%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.78
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.52
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.11%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 98%
M 5% · S 92%
Number of Stocks
15
29
Portfolio P/E
22.07
67.46
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%
Shilpa Medicare Ltd · 11.42%
Cash & Cash Equivalent · 7.83%
Himadri Speciality Chemical Ltd · 7.42%
Sheela Foam Ltd · 6.84%
Rubicon Research Ltd · 6.78%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Fixed Fee
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%