Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
Karma Capital Lotus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.01%
2.20%
6 Months
8.17%
9.70%
1 Year
19.57%
10.00%
3 Years
18.20%
17.10%
5 Years
15.63%
—
Since Inception
14.42%
23.10%
Fund Age
10 yrs 4 mo
3 yrs 6 mo
AUM
₹337.5 Cr
₹24.16 Cr
Alpha – 1 Year
14.85%
5.30%
Alpha – 3 Years
6.11%
5.00%
Information Ratio – 3 Years
0.93
0.96
Volatility – 1 Year
14.72%
16.88%
Volatility – 3 Years
15.36%
15.62%
Beta – 1 Year
0.78
0.95
Beta – 3 Years
0.92
0.93
Sharpe Ratio – 1 Year
0.93
0.34
Sharpe Ratio – 3 Years
0.83
0.81
Worst Rolling Year
-10.21%
16.97%
Value at Worst Rolling Year
₹0.90 Cr
₹1.17 Cr
Deepest Drawdown
−21.92%
−19.30%
Recovery Period
231 days
122 days
1-Year Rolling Windows Positive
88.56%
100.00%
Median Rolling Year
16.73%
19.82%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 27% · S 21%
L 16% · M 17% · S 63%
Number of Stocks
23
—
Portfolio P/E
50.96
—
Top 5 Holdings
Bharti Airtel Ltd · 7.42%
Eternal Ltd · 7.19%
Multi Commodity Exchange of India Ltd · 6.79%
Cash & Cash Equivalent · 6.57%
Sedemac Mechatronics Ltd · 5.60%
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –