Portfolio Management Services (PMS)Compare Schemes
BIN73 SUNRISEALPHA vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
BIN73 SUNRISEALPHA
Valtrust Momentum
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
4.78%
6 Months
28.07%
15.08%
1 Year
19.77%
13.63%
3 Years
—
16.91%
5 Years
—
—
Since Inception
18.55%
23.12%
Fund Age
1 yr 9 mo
3 yrs 7 mo
AUM
₹46.14 Cr
₹78.91 Cr
Alpha – 1 Year
15.05%
8.91%
Alpha – 3 Years
—
4.82%
Information Ratio – 3 Years
—
0.40
Volatility – 1 Year
36.76%
20.25%
Volatility – 3 Years
—
21.43%
Beta – 1 Year
1.78
1.06
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
0.52
0.47
Sharpe Ratio – 3 Years
—
0.59
Worst Rolling Year
—
15.66%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−25.11%
−29.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.72%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 98%
L 15% · M 30% · S 55%
Number of Stocks
15
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%