Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
−0.27%
6 Months
28.07%
−1.47%
1 Year
19.77%
6.66%
3 Years
—
11.29%
5 Years
—
13.68%
Since Inception
18.55%
15.03%
Fund Age
1 yr 9 mo
5 yrs 7 mo
AUM
₹46.14 Cr
₹138.83 Cr
Alpha – 1 Year
15.05%
7.01%
Alpha – 3 Years
—
2.30%
Information Ratio – 3 Years
—
0.23
Volatility – 1 Year
36.76%
16.50%
Volatility – 3 Years
—
16.10%
Beta – 1 Year
1.78
0.93
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.52
0.15
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
11.25%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−25.11%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 98%
—
Number of Stocks
15
18
Portfolio P/E
22.07
32.00
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%
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 1%