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Waya Financial Bin73 Sunrise Alpha PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Waya Financial Bin73 Sunrise Alpha PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the SMALL & MID CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of NA, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Waya Financial Bin73 Sunrise Alpha PMS Strategy or Investment Approach - PMS Details

Strategy Name

Bin73 Sunrise Alpha

Start Date

19 November 2024

Category

SMALL & MID CAP

Benchmark

S&P BSE 501

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr Brijesh Arun Soni

1 Yr. Return

NA

3 Yr. Return

NA

5 Yr. Return

NA

Waya Financial Bin73 Sunrise Alpha Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

17

Top 5 Stocks%

36.59%

Top 5 Sectors%

89.72%

Portfolio Age

0 Yrs, 5 Months

SIP

Available

STP

Available

Average Market Cap

Rs.6003.77 Cr.

Waya Financial Bin73 Sunrise Alpha PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value

Variable AMC

No Variable AMC

Variable Profit Sharing

20% (Profit Sharing above 10%)

Exit Load 1st Year

1.50%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Waya Financial Bin73 Sunrise Alpha PMS Investment Approach - Portfolio Composition

Large Cap

0.00%

Mid Cap

0.00%

Small Cap

95.48%

Cash & Equivalent

4.52%

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Waya Financial Bin73 Sunrise Alpha Portfolio Strategy - Top 5 Sectors

Healthcare

15.94%

Fast Moving Consumer Goods

10.90%

Utility non electric

4.83%

Capital Goods

27.62%

Construction

30.43%

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