Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
Right Horizons - Flexi Cap
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%
4.94%
6 Months
8.17%
11.49%
1 Year
19.57%
3.89%
3 Years
18.20%
8.19%
5 Years
15.63%
11.02%
Since Inception
14.42%
10.97%
Fund Age
10 yrs 4 mo
13 yrs 8 mo
AUM
₹337.5 Cr
₹360.51 Cr
Alpha – 1 Year
14.85%
0.91%
Alpha – 3 Years
6.11%
−3.69%
Information Ratio – 3 Years
0.93
-0.18
Volatility – 1 Year
14.72%
23.04%
Volatility – 3 Years
15.36%
19.34%
Beta – 1 Year
0.78
1.26
Beta – 3 Years
0.92
1.17
Sharpe Ratio – 1 Year
0.93
0.04
Sharpe Ratio – 3 Years
0.83
0.30
Worst Rolling Year
-10.21%
-8.10%
Value at Worst Rolling Year
₹0.90 Cr
₹0.92 Cr
Deepest Drawdown
−21.92%
−30.43%
Recovery Period
231 days
Not yet recovered
1-Year Rolling Windows Positive
88.56%
95.59%
Median Rolling Year
16.73%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 27% · S 21%
L 38% · M 28% · S 33%
Number of Stocks
23
29
Portfolio P/E
50.96
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%