Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
Quest Investment Managers – Multi
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%
6.28%
6 Months
8.17%
16.32%
1 Year
19.57%
11.67%
3 Years
18.20%
19.26%
5 Years
15.63%
13.96%
Since Inception
14.42%
16.00%
Fund Age
10 yrs 4 mo
12 yrs
AUM
₹337.5 Cr
₹725.3 Cr
Alpha – 1 Year
14.85%
6.95%
Alpha – 3 Years
6.11%
7.18%
Information Ratio – 3 Years
0.93
0.87
Volatility – 1 Year
14.72%
21.97%
Volatility – 3 Years
15.36%
19.77%
Beta – 1 Year
0.78
1.15
Beta – 3 Years
0.92
1.13
Sharpe Ratio – 1 Year
0.93
0.37
Sharpe Ratio – 3 Years
0.83
0.73
Worst Rolling Year
-10.21%
-10.23%
Value at Worst Rolling Year
₹0.90 Cr
₹0.90 Cr
Deepest Drawdown
−21.92%
−25.02%
Recovery Period
231 days
525 days
1-Year Rolling Windows Positive
88.56%
93.09%
Median Rolling Year
16.73%
18.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 27% · S 21%
L 29% · M 26% · S 42%
Number of Stocks
23
34
Portfolio P/E
50.96
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%