Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Ksema - Future Frontier Portfolio
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
Ksema - Future Frontier Portfolio
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%
3.35%
6 Months
8.17%
27.55%
1 Year
19.57%
—
3 Years
18.20%
—
5 Years
15.63%
—
Since Inception
14.42%
23.98%
Fund Age
10 yrs 4 mo
7 mo
AUM
₹337.5 Cr
₹3.83 Cr
Alpha – 1 Year
14.85%
—
Alpha – 3 Years
6.11%
—
Information Ratio – 3 Years
0.93
—
Volatility – 1 Year
14.72%
—
Volatility – 3 Years
15.36%
—
Beta – 1 Year
0.78
—
Beta – 3 Years
0.92
—
Sharpe Ratio – 1 Year
0.93
—
Sharpe Ratio – 3 Years
0.83
—
Worst Rolling Year
-10.21%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−21.92%
—
Recovery Period
231 days
—
1-Year Rolling Windows Positive
88.56%
—
Median Rolling Year
16.73%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 27% · S 21%
L 18% · M 24% · S 55%
Number of Stocks
23
32
Portfolio P/E
50.96
49.25
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%
Paras Defence and Space Technologies Ltd · 4.69%
E2E Networks Ltd · 4.32%
Saregama India Ltd · 4.09%
Kaynes Technology India Ltd · 4.02%
Dixon Technologies (India) Ltd · 4.00%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%