Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.01%
0.36%
6 Months
8.17%
5.01%
1 Year
19.57%
−5.33%
3 Years
18.20%
1.25%
5 Years
15.63%
−1.56%
Since Inception
14.42%
10.94%
Fund Age
10 yrs 4 mo
6 yrs 11 mo
AUM
₹337.5 Cr
₹122.91 Cr
Alpha – 1 Year
14.85%
−8.31%
Alpha – 3 Years
6.11%
−10.64%
Information Ratio – 3 Years
0.93
-0.98
Volatility – 1 Year
14.72%
16.35%
Volatility – 3 Years
15.36%
16.88%
Beta – 1 Year
0.78
0.87
Beta – 3 Years
0.92
0.86
Sharpe Ratio – 1 Year
0.93
-0.59
Sharpe Ratio – 3 Years
0.83
-0.17
Worst Rolling Year
-10.21%
-5.79%
Value at Worst Rolling Year
₹0.90 Cr
₹0.94 Cr
Deepest Drawdown
−21.92%
−20.60%
Recovery Period
231 days
Not yet recovered
1-Year Rolling Windows Positive
88.56%
54.01%
Median Rolling Year
16.73%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 49% · M 27% · S 21%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
—
Fixed Fee
—
0.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%