Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
8.17%
24.02%
1 Year
19.57%
36.06%
3 Years
18.20%
24.43%
5 Years
15.63%
16.10%
Since Inception
14.42%
15.98%
Fund Age
10 yrs 4 mo
14 yrs 10 mo
AUM
₹337.5 Cr
₹214.08 Cr
Alpha – 1 Year
14.85%
31.34%
Alpha – 3 Years
6.11%
12.34%
Information Ratio – 3 Years
0.93
1.07
Volatility – 1 Year
14.72%
26.85%
Volatility – 3 Years
15.36%
19.70%
Beta – 1 Year
0.78
1.34
Beta – 3 Years
0.92
1.03
Sharpe Ratio – 1 Year
0.93
1.08
Sharpe Ratio – 3 Years
0.83
0.96
Worst Rolling Year
-10.21%
-9.81%
Value at Worst Rolling Year
₹0.90 Cr
₹0.90 Cr
Deepest Drawdown
−21.92%
−18.65%
Recovery Period
231 days
63 days
1-Year Rolling Windows Positive
88.56%
90.43%
Median Rolling Year
16.73%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 27% · S 21%
L 40% · M 33% · S 24%
Number of Stocks
23
31
Portfolio P/E
50.96
42.55
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%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%