Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.01%
−0.96%
6 Months
8.17%
−5.85%
1 Year
19.57%
1.08%
3 Years
18.20%
1.92%
5 Years
15.63%
1.54%
Since Inception
14.42%
4.73%
Fund Age
10 yrs 4 mo
9 yrs 11 mo
AUM
₹337.5 Cr
₹4.85 Cr
Alpha – 1 Year
14.85%
−8.50%
Alpha – 3 Years
6.11%
−7.97%
Information Ratio – 3 Years
0.93
—
Volatility – 1 Year
14.72%
9.90%
Volatility – 3 Years
15.36%
26.17%
Beta – 1 Year
0.78
—
Beta – 3 Years
0.92
—
Sharpe Ratio – 1 Year
0.93
-0.53
Sharpe Ratio – 3 Years
0.83
0.01
Worst Rolling Year
-10.21%
2.80%
Value at Worst Rolling Year
₹0.90 Cr
₹1.03 Cr
Deepest Drawdown
−21.92%
−28.72%
Recovery Period
231 days
Not yet recovered
1-Year Rolling Windows Positive
88.56%
100.00%
Median Rolling Year
16.73%
12.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 27% · S 21%
—
Number of Stocks
23
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%