Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Northern Arc Credit Opportunities Strategy
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
Northern Arc Credit Opportunities Strategy
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%
1.23%
6 Months
8.17%
5.08%
1 Year
19.57%
12.24%
3 Years
18.20%
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5 Years
15.63%
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Since Inception
14.42%
11.71%
Fund Age
10 yrs 4 mo
2 yrs 7 mo
AUM
₹337.5 Cr
₹6.47 Cr
Alpha – 1 Year
14.85%
2.34%
Alpha – 3 Years
6.11%
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Information Ratio – 3 Years
0.93
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Volatility – 1 Year
14.72%
1.78%
Volatility – 3 Years
15.36%
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Beta – 1 Year
0.78
0.39
Beta – 3 Years
0.92
—
Sharpe Ratio – 1 Year
0.93
3.43
Sharpe Ratio – 3 Years
0.83
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Worst Rolling Year
-10.21%
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Value at Worst Rolling Year
₹0.90 Cr
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Deepest Drawdown
−21.92%
—
Recovery Period
231 days
—
1-Year Rolling Windows Positive
88.56%
—
Median Rolling Year
16.73%
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5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 49% · M 27% · S 21%
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Number of Stocks
23
1
Portfolio P/E
50.96
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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%
MIDLAND MICROFIN LIMITED · 52.82%
Spandana Sphoorty Financial Limited · 29.77%
Indel Money Ltd. 11% DB REDEEM 07/10/2026 INR 100000 · 13.05%
Krazybee Services Private Limited · 4.36%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Others · 13.05%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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