Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.30%
7.48%
6 Months
28.07%
9.42%
1 Year
19.77%
28.25%
3 Years
—
18.47%
5 Years
—
21.31%
Since Inception
18.55%
21.69%
Fund Age
1 yr 9 mo
5 yrs
AUM
₹46.14 Cr
₹79.02 Cr
Alpha – 1 Year
15.05%
23.53%
Alpha – 3 Years
—
6.38%
Information Ratio – 3 Years
—
0.27
Volatility – 1 Year
36.76%
18.12%
Volatility – 3 Years
—
27.25%
Beta – 1 Year
1.78
0.87
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.52
1.18
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
15.67%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−25.11%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 98%
L 10% · M 9% · S 69%
Number of Stocks
15
34
Portfolio P/E
22.07
57.02
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%
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%