BIN73 SUNRISEALPHA
EQUITY MID & SMALL CAP
The investment objective is to seek long term capital appreciation and to maximize risk-adjusted returns through various approaches by investing in listed equities and mutual funds as permissible under the Regulations. In order to achieve this, the Portfolio Manager intends to employ a fundamental value investing approach, which seeks to capitalize on differences between the prices of securities and their underlying intrinsic value. In order to estimate intrinsic value, the Portfolio Manager shall conduct a qualitative and quantitative analysis of the underlying business and the market environment in which it operates.
+2.95%
1Y annualised returns
-0.07%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
19 Nov '24
Total AUM
₹41.55Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity99.1%
Cash0.9%
Equity market cap split
Small Cap99.1%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
1.50%
PMS management
AVAmit VoraFounder & Fund ManagerView details
AV
Amit Vora
Founder & Fund Manager
View details
About
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.
Experience
Over 25 years of work experience, with more than a decade in investment management.
Investment philosophy
Specializes in quantitative investment analysis and equity research.
Awards
- Launched Waya, a quantitative platform with over 100,000 subscribers, and has consistently achieved 40% CAGR returns for investors.
BABRIJESH ARUN SONIPrincipal OfficerView details
BA
BRIJESH ARUN SONI
Principal Officer
View details
About
With 15+ years of market knowledge in Equities, Commodities & Capital Markets, Mr. Brijesh Soni has been managing investors funds since 2019. His grasp on global & domestic macro economic factors gives him an edge in generating aplha.
PMS house
WAYA FINANCIAL TECHNOLOGIES PRIVATE LIMITED
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