Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.01%
7.67%
6 Months
8.17%
27.70%
1 Year
19.57%
47.52%
3 Years
18.20%
23.98%
5 Years
15.63%
15.87%
Since Inception
14.42%
18.55%
Fund Age
10 yrs 4 mo
16 yrs 2 mo
AUM
₹337.5 Cr
₹1,022.92 Cr
Alpha – 1 Year
14.85%
42.80%
Alpha – 3 Years
6.11%
11.89%
Information Ratio – 3 Years
0.93
1.12
Volatility – 1 Year
14.72%
28.29%
Volatility – 3 Years
15.36%
20.76%
Beta – 1 Year
0.78
1.36
Beta – 3 Years
0.92
1.07
Sharpe Ratio – 1 Year
0.93
1.33
Sharpe Ratio – 3 Years
0.83
0.99
Worst Rolling Year
-10.21%
-4.58%
Value at Worst Rolling Year
₹0.90 Cr
₹0.95 Cr
Deepest Drawdown
−21.92%
−19.51%
Recovery Period
231 days
115 days
1-Year Rolling Windows Positive
88.56%
97.86%
Median Rolling Year
16.73%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 27% · S 21%
L 22% · M 32% · S 42%
Number of Stocks
23
26
Portfolio P/E
50.96
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%