Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
Tcg India Investment Opportunities Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
10%
20%
30%
40%
50%
Volatility • 1 yr deviation
1 Month
3.30%
4.64%
6 Months
28.07%
20.32%
1 Year
19.77%
29.93%
3 Years
—
—
5 Years
—
—
Since Inception
18.55%
15.24%
Fund Age
1 yr 9 mo
1 yr 9 mo
AUM
₹46.14 Cr
₹3.17 Cr
Alpha – 1 Year
15.05%
25.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
36.76%
24.54%
Volatility – 3 Years
—
—
Beta – 1 Year
1.78
1.19
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.52
0.97
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.11%
−12.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 98%
L 28% · M 19% · S 50%
Number of Stocks
15
36
Portfolio P/E
22.07
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
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% / – / –