Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
8.17%
7.38%
1 Year
19.57%
6.08%
3 Years
18.20%
8.22%
5 Years
15.63%
7.99%
Since Inception
14.42%
12.63%
Fund Age
10 yrs 4 mo
9 yrs 9 mo
AUM
₹337.5 Cr
₹145.75 Cr
Alpha – 1 Year
14.85%
1.36%
Alpha – 3 Years
6.11%
−3.87%
Information Ratio – 3 Years
0.93
-0.60
Volatility – 1 Year
14.72%
20.08%
Volatility – 3 Years
15.36%
16.27%
Beta – 1 Year
0.78
1.12
Beta – 3 Years
0.92
1.00
Sharpe Ratio – 1 Year
0.93
0.13
Sharpe Ratio – 3 Years
0.83
0.24
Worst Rolling Year
-10.21%
-1.76%
Value at Worst Rolling Year
₹0.90 Cr
₹0.98 Cr
Deepest Drawdown
−21.92%
−19.25%
Recovery Period
231 days
Not yet recovered
1-Year Rolling Windows Positive
88.56%
98.75%
Median Rolling Year
16.73%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 27% · S 21%
L 62% · M 20% · S 7%
Number of Stocks
23
25
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%
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%