Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
Motilal Oswal - Ethical
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%
1.53%
6 Months
8.17%
18.13%
1 Year
19.57%
13.15%
3 Years
18.20%
14.12%
5 Years
15.63%
11.96%
Since Inception
14.42%
13.25%
Fund Age
10 yrs 4 mo
5 yrs 1 mo
AUM
₹337.5 Cr
₹77.09 Cr
Alpha – 1 Year
14.85%
10.17%
Alpha – 3 Years
6.11%
2.24%
Information Ratio – 3 Years
0.93
0.36
Volatility – 1 Year
14.72%
23.76%
Volatility – 3 Years
15.36%
19.81%
Beta – 1 Year
0.78
1.23
Beta – 3 Years
0.92
1.14
Sharpe Ratio – 1 Year
0.93
0.40
Sharpe Ratio – 3 Years
0.83
0.50
Worst Rolling Year
-10.21%
8.04%
Value at Worst Rolling Year
₹0.90 Cr
₹1.08 Cr
Deepest Drawdown
−21.92%
−27.15%
Recovery Period
231 days
Not yet recovered
1-Year Rolling Windows Positive
88.56%
100.00%
Median Rolling Year
16.73%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 27% · S 21%
L 28% · M 28% · S 44%
Number of Stocks
23
20
Portfolio P/E
50.96
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%