Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
SBI MF - ESG Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
2.26%
6 Months
28.07%
18.40%
1 Year
19.77%
9.21%
3 Years
—
13.13%
5 Years
—
13.39%
Since Inception
18.55%
14.83%
Fund Age
1 yr 9 mo
10 yrs
AUM
₹46.14 Cr
₹666.2 Cr
Alpha – 1 Year
15.05%
9.64%
Alpha – 3 Years
—
4.56%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
36.76%
18.95%
Volatility – 3 Years
—
16.01%
Beta – 1 Year
1.78
0.98
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
0.52
0.27
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
-3.31%
Value at Worst Rolling Year
—
₹0.97 Cr
Deepest Drawdown
−25.11%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
—
96.71%
Median Rolling Year
—
17.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 98%
L 13% · M 17% · S 66%
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 0% / 0%