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BIN73 SUNRISEALPHA

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.
Category PMS
Company WAYA FINANCIAL TECHNOLOGIES PRIVATE LIMITED
Fund Managers AMIT M VORA
Benchmark BSE 500 TRI
Share: f x in w

About Company

WAYA FINANCIAL TECHNOLOGIES PRIVATE LIMITED

Waya Financial Technologies Private Limited is a boutique investment firm founded in 2023 by tech-investment specialist Amit M Vora in Mumbai, India. Initially established as a major research advisory serving over 100,000 digital platform subscribers, Waya has expanded into SEBI-registered portfolio management services. Operating with over 60 years of combined team experience across capital goods, pharma, and infra, the firm utilizes high-performance quantitative frameworks to build premium equity strategies for wealthy private investors.

Fund Snapshot

Parameter Details
PMS Provider Name WAYA FINANCIAL TECHNOLOGIES PRIVATE LIMITED
Strategy Name Equity
Product Name Equity
Benchmark BSE 500 TRI
Date Of Inception 18/11/2024
Age 1.6 Years
AUM (CR) ₹40.00
Min. Inv. Amount ₹50,00,000
Fixed Fees Structure NA
Variable Fees Structure NA
Exit Load NA

Fund Purpose

We aim for alpha generation through long-term investments driven by fundamental research.

Fund Philosophy

High Conviction Focus

The fund targets a high-concentration strategy built explicitly around small-cap and mid-cap companies. This approach ensures capital is intensely directed toward high-conviction ideas capable of delivering multi-bagger gains over an extended period.

Blend of Fundamental and Technical Research

The investment process is rooted in deep structural business evaluation combined with tactical technical indicators. While fundamental metrics determine what to buy, quantitative signals dictate the exact timing of entries and exits to secure extra performance points.

Capture Sunrise Sectors

A core pillar involves analyzing micro and macroeconomic trends to systematically locate emerging sunrise sectors. The strategy identifies companies operating with tailwinds, structural margin expansions, and multi-year industry growth catalysts.

Core and Satellite Construction

The portfolio is meticulously split into a 70% core block and a 30% satellite block. The core engine is exclusively dedicated to compounding massive long-term winners, while the satellite wing exploits short-term, tactical market anomalies.

Agile Risk Management

The fund maintains absolute exit discipline to prevent major drawdowns during sharp market shifts. By closely matching capital deployment to changing macro cycles, the strategy balances aggressive capital growth with swift downside protection.

Section: Performance Analysis
Fund Growth vs Benchmark Trend

Track how the fund has performed against its benchmark over time through a comparative line graph analysis.

Bin73 SunriseAlpha

Benchmark: BSE 500 TRI

Section: Performance Comparison
Fund vs Benchmark Bar Graph

Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.

Section: Performance Comparison
Fund vs Benchmark Comparison Table

Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.

WAYA FINANCIAL TECHNOLOGIES PRIVATE LIMITED

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance ₹29.88 -11.51 -16.45 -21.25 -8.91 NA NA NA NA -13.59
Benchmark NA -11.37 -13.94 -9.62 -3.12 NA NA NA NA -4.25
Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

AMIT M VORA

AMIT M VORA

Amit M Vora is the Founder, CEO, and Fund Manager directing portfolio strategies at Waya Financial Technologies Private Limited. An alumnus of Michigan State University with a computer science degree and an MBA from IIM Bangalore, Amit brings 25 years of diverse tech leadership and over a decade of deep equity analysis to the platform. He directly governs the firm's strict proprietary quantitative algorithms, ensuring winning positions are maximized while managing strict risk controls to exit losing assets.

Section: Help & Support
Frequently Asked Questions

Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.

1. What is the minimum capital required to open an account with the Bin73 SunriseAlpha strategy? +

To invest in the Bin73 SunriseAlpha equity portfolio, investors must commit a minimum investment of ₹50,00,000 (INR 50 Lakhs), matching the statutory entry threshold for standard Portfolio Management Services in India.

2. Which index serves as the operational benchmark for the Bin73 SunriseAlpha portfolio? +

The performance, return history, and alpha generation metrics of the Bin73 SunriseAlpha fund are actively measured against the BSE 500 TRI (Total Returns Index).

3. What market capitalization category does the Bin73 SunriseAlpha strategy primarily target? +

The Bin73 SunriseAlpha investment approach functions as an aggressive, high-conviction product focused primarily on small-cap and mid-cap companies showing immense secular growth potential.

4. How does Bin73 SunriseAlpha protect investor capital during sharp equity market corrections? +

Bin73 SunriseAlpha employs an agile risk-mitigation framework that monitors quantitative technical factors alongside standard fundamentals, allowing the manager to systematically exit underperforming or deteriorating assets before minor losses compound.

5. How long has the Bin73 SunriseAlpha portfolio management scheme been operational? +

With a formal market inception date of November 18, 2024, the Bin73 SunriseAlpha strategy holds an established track record of approximately 1.6 years in the public marketplace.

Section: Contact Us
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.