Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
Purnartha One Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
0%
10%
20%
30%
40%
50%
Volatility • 1 yr deviation
1 Month
3.30%
−1.07%
6 Months
28.07%
4.90%
1 Year
19.77%
8.20%
3 Years
—
—
5 Years
—
—
Since Inception
18.55%
8.35%
Fund Age
1 yr 9 mo
2 yrs 11 mo
AUM
₹46.14 Cr
₹5.79 Cr
Alpha – 1 Year
15.05%
1.34%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
36.76%
14.87%
Volatility – 3 Years
—
11.97%
Beta – 1 Year
1.78
1.50
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.52
0.25
Sharpe Ratio – 3 Years
—
0.34
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.11%
−10.35%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 98%
L 23% · M 8% · S 15%
Number of Stocks
15
—
Portfolio P/E
22.07
20.01
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%
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
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
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 1%