Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
Tamohara - TRUFFLE
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
8.72%
6 Months
28.07%
28.59%
1 Year
19.77%
28.02%
3 Years
—
18.67%
5 Years
—
17.18%
Since Inception
18.55%
20.03%
Fund Age
1 yr 9 mo
5 yrs 4 mo
AUM
₹46.14 Cr
₹221.27 Cr
Alpha – 1 Year
15.05%
28.37%
Alpha – 3 Years
—
9.68%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
36.76%
22.32%
Volatility – 3 Years
—
17.88%
Beta – 1 Year
1.78
1.03
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.52
0.99
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
13.69%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−25.11%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 98%
L 19% · M 4% · S 74%
Number of Stocks
15
29
Portfolio P/E
22.07
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
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% / – / –