Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
Roha Asset Managers - Emerging Champion
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
0.18%
6 Months
28.07%
10.94%
1 Year
19.77%
1.03%
3 Years
—
11.45%
5 Years
—
15.19%
Since Inception
18.55%
27.03%
Fund Age
1 yr 9 mo
5 yrs 11 mo
AUM
₹46.14 Cr
₹298.71 Cr
Alpha – 1 Year
15.05%
−3.69%
Alpha – 3 Years
—
−0.64%
Information Ratio – 3 Years
—
-0.04
Volatility – 1 Year
36.76%
27.68%
Volatility – 3 Years
—
23.40%
Beta – 1 Year
1.78
1.45
Beta – 3 Years
—
1.22
Sharpe Ratio – 1 Year
0.52
-0.03
Sharpe Ratio – 3 Years
—
0.35
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%
L 2% · M 2% · S 86%
Number of Stocks
15
36
Portfolio P/E
22.07
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 0% / 0%