Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
Oro-alpha compounders
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%
2.98%
6 Months
8.17%
−0.13%
1 Year
19.57%
−2.80%
3 Years
18.20%
13.20%
5 Years
15.63%
—
Since Inception
14.42%
13.51%
Fund Age
10 yrs 4 mo
3 yrs 8 mo
AUM
₹337.5 Cr
₹30.6 Cr
Alpha – 1 Year
14.85%
−5.78%
Alpha – 3 Years
6.11%
1.30%
Information Ratio – 3 Years
0.93
0.16
Volatility – 1 Year
14.72%
16.62%
Volatility – 3 Years
15.36%
16.99%
Beta – 1 Year
0.78
0.93
Beta – 3 Years
0.92
1.05
Sharpe Ratio – 1 Year
0.93
-0.42
Sharpe Ratio – 3 Years
0.83
0.50
Worst Rolling Year
-10.21%
13.00%
Value at Worst Rolling Year
₹0.90 Cr
₹1.13 Cr
Deepest Drawdown
−21.92%
−20.23%
Recovery Period
231 days
Not yet recovered
1-Year Rolling Windows Positive
88.56%
100.00%
Median Rolling Year
16.73%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 27% · S 21%
L 44% · M 26% · S 17%
Number of Stocks
23
24
Portfolio P/E
50.96
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%