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BIN73 SUNRISEALPHA vs Right Horizons - Alphabots Midcap 29
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BIN73 SUNRISEALPHA
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
3.12%
6 Months
28.07%
8.08%
1 Year
19.77%
10.16%
3 Years
—
15.60%
5 Years
—
—
Since Inception
18.55%
19.84%
Fund Age
1 yr 9 mo
6 yrs 11 mo
AUM
₹46.14 Cr
₹3.18 Cr
Alpha – 1 Year
15.05%
7.18%
Alpha – 3 Years
—
3.72%
Information Ratio – 3 Years
—
0.60
Volatility – 1 Year
36.76%
19.93%
Volatility – 3 Years
—
18.09%
Beta – 1 Year
1.78
1.12
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.52
0.31
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
14.68%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−25.11%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.30%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 98%
L 31% · M 55% · S 12%
Number of Stocks
15
29
Portfolio P/E
22.07
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / –