Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
Piper Serica Advisors - Leader Portfolio
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%
3.10%
6 Months
8.17%
24.70%
1 Year
19.57%
21.80%
3 Years
18.20%
16.46%
5 Years
15.63%
12.29%
Since Inception
14.42%
17.31%
Fund Age
10 yrs 4 mo
7 yrs 2 mo
AUM
₹337.5 Cr
₹328.39 Cr
Alpha – 1 Year
14.85%
22.15%
Alpha – 3 Years
6.11%
7.46%
Information Ratio – 3 Years
0.93
1.55
Volatility – 1 Year
14.72%
22.56%
Volatility – 3 Years
15.36%
18.01%
Beta – 1 Year
0.78
1.10
Beta – 3 Years
0.92
0.98
Sharpe Ratio – 1 Year
0.93
0.85
Sharpe Ratio – 3 Years
0.83
1.07
Worst Rolling Year
-10.21%
7.49%
Value at Worst Rolling Year
₹0.90 Cr
₹1.07 Cr
Deepest Drawdown
−21.92%
−21.44%
Recovery Period
231 days
123 days
1-Year Rolling Windows Positive
88.56%
100.00%
Median Rolling Year
16.73%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 27% · S 21%
—
Number of Stocks
23
16
Portfolio P/E
50.96
—
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 1%