Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
Purnartha Vision Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
5.60%
6 Months
28.07%
9.69%
1 Year
19.77%
14.36%
3 Years
—
13.50%
5 Years
—
8.53%
Since Inception
18.55%
11.34%
Fund Age
1 yr 9 mo
5 yrs 5 mo
AUM
₹46.14 Cr
₹190.75 Cr
Alpha – 1 Year
15.05%
9.64%
Alpha – 3 Years
—
1.41%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
36.76%
24.59%
Volatility – 3 Years
—
18.73%
Beta – 1 Year
1.78
1.16
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
0.52
0.44
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
8.91%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−25.11%
−18.32%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.01%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 98%
L 16% · M 12% · S 39%
Number of Stocks
15
—
Portfolio P/E
22.07
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables 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%