Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.01%
1.32%
6 Months
8.17%
3.83%
1 Year
19.57%
9.77%
3 Years
18.20%
13.19%
5 Years
15.63%
12.01%
Since Inception
14.42%
14.38%
Fund Age
10 yrs 4 mo
6 yrs 8 mo
AUM
₹337.5 Cr
₹42.66 Cr
Alpha – 1 Year
14.85%
3.80%
Alpha – 3 Years
6.11%
2.30%
Information Ratio – 3 Years
0.93
0.23
Volatility – 1 Year
14.72%
15.84%
Volatility – 3 Years
15.36%
12.64%
Beta – 1 Year
0.78
1.56
Beta – 3 Years
0.92
1.48
Sharpe Ratio – 1 Year
0.93
0.32
Sharpe Ratio – 3 Years
0.83
0.70
Worst Rolling Year
-10.21%
9.09%
Value at Worst Rolling Year
₹0.90 Cr
₹1.09 Cr
Deepest Drawdown
−21.92%
−15.18%
Recovery Period
231 days
119 days
1-Year Rolling Windows Positive
88.56%
100.00%
Median Rolling Year
16.73%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 27% · S 21%
L 37% · M 21% · S 27%
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%