Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs SHREE SMART MARKET PLAN
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
SHREE SMART MARKET PLAN
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
1.81%
6 Months
28.07%
1.04%
1 Year
19.77%
0.26%
3 Years
—
5.24%
5 Years
—
—
Since Inception
18.55%
8.72%
Fund Age
1 yr 9 mo
4 yrs 3 mo
AUM
₹46.14 Cr
₹53.49 Cr
Alpha – 1 Year
15.05%
0.69%
Alpha – 3 Years
—
−3.33%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
36.76%
17.93%
Volatility – 3 Years
—
23.60%
Beta – 1 Year
1.78
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.52
0.06
Sharpe Ratio – 3 Years
—
0.67
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.11%
−13.25%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 98%
—
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%
—
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
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