Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
Shriram Future GEMS
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%
2.93%
6 Months
8.17%
1.59%
1 Year
19.57%
25.48%
3 Years
18.20%
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5 Years
15.63%
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Since Inception
14.42%
30.29%
Fund Age
10 yrs 4 mo
18 mo
AUM
₹337.5 Cr
₹0.8 Cr
Alpha – 1 Year
14.85%
25.83%
Alpha – 3 Years
6.11%
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Information Ratio – 3 Years
0.93
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Volatility – 1 Year
14.72%
16.88%
Volatility – 3 Years
15.36%
—
Beta – 1 Year
0.78
0.86
Beta – 3 Years
0.92
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Sharpe Ratio – 1 Year
0.93
1.13
Sharpe Ratio – 3 Years
0.83
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Worst Rolling Year
-10.21%
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Value at Worst Rolling Year
₹0.90 Cr
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Deepest Drawdown
−21.92%
−15.67%
Recovery Period
231 days
Not yet recovered
1-Year Rolling Windows Positive
88.56%
—
Median Rolling Year
16.73%
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5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 49% · M 27% · S 21%
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Number of Stocks
23
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Portfolio P/E
50.96
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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%
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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