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Bin73 Sunrise Alpha

Waya Financial Technologies Pvt Ltd
PMS Small & Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
17 November 2024
Min. Investment
₹50,00,000
AUM (Cr.)
₹38.26
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

Waya's investment strategy is structured with a dual-pronged approach: 70% allocated to core holdings and 30% to satellite holdings. The core portfolio emphasizes companies with a market capitalization under ₹7,000 crore. These selections are made through comprehensive fundamental analysis, identifying entities with a strong potential for capital appreciation. The satellite allocation, comprising the remaining 30%, is designed to exploit dynamic macroeconomic shifts. The objective here is to achieve short-term returns ranging from 50% to 80%. This aggressive allocation targets small-cap investments with the aim of generating superior alpha returns.

Investment Objective

This investment strategy aims to achieve capital growth through a curated selection of small-capitalization entities operating within burgeoning industries, including but not limited to, energy, industrial equipment, infrastructure development, pharmaceuticals, and waste management/recycling. The methodology emphasizes the identification of prospective small-cap businesses exhibiting substantial expansion capabilities, while retaining the agility to strategically reposition capital for optimal return generation.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -3.64% -0.24% -3.40%
3 MONTHS -5.55% 5.02% -10.57%
6 MONTHS -7.09% 1.63% -8.72%
1 YEAR -4.39% 7.63% -12.02%
SINCE INCEPTION -1.77% 9.50% -11.27%

Calendar Year Performance

Year Return
CY 2025 -4.39%

Financial Year Performance

Year Return
FY 26_YTD 11.28%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Mr. Amit holds a Bachelor of Science in Computer Science from Michigan State University and an MBA from the Indian Institute of Management, Bangalore. His career encompasses senior leadership roles within major international organisations. Boasting 25 years of professional experience, he has concentrated over 10 years on investment analysis and equity research. In 2023, Mr. Amit established Waya, a quantitative investment platform catering to a subscriber base exceeding 100,000 paying clients. He has a proven track record of generating 40% Compound Annual Growth Rate (CAGR) for his investors. His core investment philosophy centres on preserving capital by actively managing winning portfolios while implementing rigorous stop-loss strategies to mitigate potential downside risk on underperforming assets.

Portfolio Details

Portfolio Composition

Large Cap
0.00%
Mid Cap
0.00%
Small Cap
91.94%
Cash & Equivalent
8.06%

Top 5 Holdings

  • Manorama Industries Limited 10.54%
  • Interarch Building Solutions Limited 10.39%
  • Advait Energy Transitions Limited 8.20%
  • SRM Contractors Limited 8.08%
  • Cash & Cash Equivalents 8.06%

Top 5 Sectors

  • Construction 31.58%
  • Capital Goods 25.96%
  • Fast Moving Consumer Goods 10.54%
  • Healthcare 7.19%
  • Financial Services 6.00%

Portfolio Characteristics

total number of stocks
17
top 5 stocks percent
45.27%
top 5 sectors percent
81.27%
average market cap
6822
portfolio age
1 Yrs, 1 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: No Option

Hurdle: 10%

Profit Sharing: 20% Profit Sharing above 10% Hurdle

Exit Load

Year 1: 1.5%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)