Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
KEDIA - Multi Cap
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%
2.23%
6 Months
8.17%
7.97%
1 Year
19.57%
6.21%
3 Years
18.20%
12.78%
5 Years
15.63%
14.19%
Since Inception
14.42%
16.41%
Fund Age
10 yrs 4 mo
7 yrs 3 mo
AUM
₹337.5 Cr
₹115.97 Cr
Alpha – 1 Year
14.85%
1.49%
Alpha – 3 Years
6.11%
0.69%
Information Ratio – 3 Years
0.93
0.20
Volatility – 1 Year
14.72%
15.75%
Volatility – 3 Years
15.36%
15.69%
Beta – 1 Year
0.78
0.82
Beta – 3 Years
0.92
0.88
Sharpe Ratio – 1 Year
0.93
0.12
Sharpe Ratio – 3 Years
0.83
0.51
Worst Rolling Year
-10.21%
11.84%
Value at Worst Rolling Year
₹0.90 Cr
₹1.12 Cr
Deepest Drawdown
−21.92%
−23.37%
Recovery Period
231 days
Not yet recovered
1-Year Rolling Windows Positive
88.56%
100.00%
Median Rolling Year
16.73%
21.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 27% · S 21%
—
Number of Stocks
23
35
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%
—
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
—
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%