Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.01%
0.97%
6 Months
8.17%
6.33%
1 Year
19.57%
−0.99%
3 Years
18.20%
6.26%
5 Years
15.63%
6.47%
Since Inception
14.42%
5.18%
Fund Age
10 yrs 4 mo
19 yrs 5 mo
AUM
₹337.5 Cr
₹95.89 Cr
Alpha – 1 Year
14.85%
2.51%
Alpha – 3 Years
6.11%
−2.73%
Information Ratio – 3 Years
0.93
-0.10
Volatility – 1 Year
14.72%
20.93%
Volatility – 3 Years
15.36%
17.77%
Beta – 1 Year
0.78
1.14
Beta – 3 Years
0.92
1.05
Sharpe Ratio – 1 Year
0.93
-0.20
Sharpe Ratio – 3 Years
0.83
0.23
Worst Rolling Year
-10.21%
-21.50%
Value at Worst Rolling Year
₹0.90 Cr
₹0.79 Cr
Deepest Drawdown
−21.92%
−30.66%
Recovery Period
231 days
Not yet recovered
1-Year Rolling Windows Positive
88.56%
74.63%
Median Rolling Year
16.73%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 49% · M 27% · S 21%
L 77% · M 12% · S 11%
Number of Stocks
23
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%