BIN73 SUNRISEALPHA PMS: Returns, Portfolio & Fees

PMS · Equity · Mid & Small Cap

BIN73 SUNRISEALPHA

Fund size₹46 Cr

IRRSince inception18.55%

1Y return19.77%

Fund age1 yr 9 mo

Fund Manager

Amit Vora

Fund Manager, PMS, WAYA FINANCIAL TECHNOLOGIES

Amit earned his computer science degree from Michigan State University and completed his MBA at IIM Bangalore. His professional journey includes executive positions at prominent global corporations. With 25 years of total work experience, Amit has dedicated more than a decade to investment analysis and equity research.In 2023, Amit launched Waya, a quantitative investment platform serving 100,000+ paying subscribers. He has consistently achieved 40% CAGR returns for his investors. His investment principle is straightforward: maintain winning ositions, but exit losing ones before small losses become catastrophic.

Managing AUM₹46 Cr

Growth of₹Cr

BIN73 SUNRISEALPHA

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
BIN73 SUNRISEALPHA	20.84%	19.77%	—	—	—	18.55%
Nifty 500	−1.02%	4.72%	—	—	—	7.85%
Excess over benchmark	21.86%	15.05%	—	—	—	10.70%

Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.

Risk : What you take on to earn the return

Volatility

36.76%

Benchmark approx 15.86%

A standard deviation reflecting historical swings.

Sensitivity

1.78

Beta vs benchmark 1.00 · 78% more reactive

How strongly the scheme moves with the index.

Risk-reward

0.52

Sharpe

Excess return gained per unit of volatility.

How far below its previous high it fell

Over the trailing 1Y window the scheme fell −25.11%, and recovered on 07 May 2026.

Max drawdowns

−25.11%

Scheme Drawdown Trajectory

Drawdown analysis	Peak	Trough	Depth	Fell over	Recovered	Recovery took
Scheme	–	–	−25.11%	–	07 May 2026	–
Benchmark	01 Sep 2025	30 Mar 2026	−14.69%	210 days	–	–

Scheme

Peak–

Trough–

Depth−25.11%

Fell over–

Recovered07 May 2026

Recovery took–

Benchmark

Peak01 Sep 2025

Trough30 Mar 2026

Depth−14.69%

Fell over210 days

Recovered–

Recovery took–

The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Aug 2026

Portfolio Details : Where the money actually sits

Stocks

P/E ratio

22.07

P/B ratio

4.23

Dividend yield

0.43%

Avg market cap

₹15,797 Cr

Median market cap

₹9,521 Cr

Asset class

Equity

Market cap

Large cap

Mid cap

Small cap98.22%

Cash & others

Fees

A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.

FixedPlan A · Simple

Fixed Management Fee2.50% / yr

Performance FeeNone

Hurdle RateNot applicable

VariablePlan B · Performance Linked

Fixed Management FeeNone

Performance Fee20% of profit

Hurdle RateAbove 10%

Exit load 1.50% within 1 year, nil after 2 years. Lock-in: Nil.

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