Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
QED Capital - Core Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
0%
10%
20%
30%
40%
50%
Volatility • 1 yr deviation
1 Month
3.30%
2.59%
6 Months
28.07%
−7.48%
1 Year
19.77%
2.63%
3 Years
—
—
5 Years
—
—
Since Inception
18.55%
2.29%
Fund Age
1 yr 9 mo
16 mo
AUM
₹46.14 Cr
₹10.89 Cr
Alpha – 1 Year
15.05%
−2.09%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
36.76%
13.82%
Volatility – 3 Years
—
—
Beta – 1 Year
1.78
0.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.52
-0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.11%
−13.29%
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 47% · M 38%
Number of Stocks
15
—
Portfolio P/E
22.07
—
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%
Motilal Oswal Nifty Midcap150 Momentum 50 ETF · 4.69%
Zerodha Nifty 1D Rate Liquid ETF · 3.67%
Mahindra & Mahindra Financial Services Ltd · 3.59%
Federal Bank Ltd · 3.57%
Eicher Motors Ltd · 3.33%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 1%