Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
8.17%
31.10%
1 Year
19.57%
52.47%
3 Years
18.20%
17.74%
5 Years
15.63%
16.38%
Since Inception
14.42%
15.58%
Fund Age
10 yrs 4 mo
16 yrs 9 mo
AUM
₹337.5 Cr
₹132.42 Cr
Alpha – 1 Year
14.85%
47.75%
Alpha – 3 Years
6.11%
5.65%
Information Ratio – 3 Years
0.93
0.46
Volatility – 1 Year
14.72%
26.74%
Volatility – 3 Years
15.36%
21.32%
Beta – 1 Year
0.78
1.30
Beta – 3 Years
0.92
0.97
Sharpe Ratio – 1 Year
0.93
1.52
Sharpe Ratio – 3 Years
0.83
0.68
Worst Rolling Year
-10.21%
-15.93%
Value at Worst Rolling Year
₹0.90 Cr
₹0.84 Cr
Deepest Drawdown
−21.92%
−20.79%
Recovery Period
231 days
134 days
1-Year Rolling Windows Positive
88.56%
89.14%
Median Rolling Year
16.73%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 49% · M 27% · S 21%
M 9% · S 83%
Number of Stocks
23
26
Portfolio P/E
50.96
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%