Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs MASK Prime Picks
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
MASK Prime Picks
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%
1.74%
6 Months
8.17%
3.03%
1 Year
19.57%
3.99%
3 Years
18.20%
8.85%
5 Years
15.63%
8.35%
Since Inception
14.42%
10.50%
Fund Age
10 yrs 4 mo
8 yrs 2 mo
AUM
₹337.5 Cr
₹274.26 Cr
Alpha – 1 Year
14.85%
−0.73%
Alpha – 3 Years
6.11%
−3.23%
Information Ratio – 3 Years
0.93
-0.72
Volatility – 1 Year
14.72%
15.72%
Volatility – 3 Years
15.36%
15.15%
Beta – 1 Year
0.78
0.89
Beta – 3 Years
0.92
0.94
Sharpe Ratio – 1 Year
0.93
-0.08
Sharpe Ratio – 3 Years
0.83
0.27
Worst Rolling Year
-10.21%
7.13%
Value at Worst Rolling Year
₹0.90 Cr
₹1.07 Cr
Deepest Drawdown
−21.92%
−20.31%
Recovery Period
231 days
Not yet recovered
1-Year Rolling Windows Positive
88.56%
100.00%
Median Rolling Year
16.73%
15.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 27% · S 21%
L 48% · M 27% · S 18%
Number of Stocks
23
40
Portfolio P/E
50.96
30.14
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%
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
0% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%