Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
Motilal Oswal-Founders
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%
0.25%
6 Months
8.17%
15.19%
1 Year
19.57%
3.21%
3 Years
18.20%
19.65%
5 Years
15.63%
—
Since Inception
14.42%
25.09%
Fund Age
10 yrs 4 mo
3 yrs 5 mo
AUM
₹337.5 Cr
₹4,148.34 Cr
Alpha – 1 Year
14.85%
0.23%
Alpha – 3 Years
6.11%
7.77%
Information Ratio – 3 Years
0.93
0.62
Volatility – 1 Year
14.72%
21.54%
Volatility – 3 Years
15.36%
22.15%
Beta – 1 Year
0.78
1.06
Beta – 3 Years
0.92
1.15
Sharpe Ratio – 1 Year
0.93
-0.01
Sharpe Ratio – 3 Years
0.83
0.68
Worst Rolling Year
-10.21%
19.49%
Value at Worst Rolling Year
₹0.90 Cr
₹1.19 Cr
Deepest Drawdown
−21.92%
−27.91%
Recovery Period
231 days
Not yet recovered
1-Year Rolling Windows Positive
88.56%
100.00%
Median Rolling Year
16.73%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 27% · S 21%
L 26% · M 35% · S 37%
Number of Stocks
23
26
Portfolio P/E
50.96
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%