Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
SVAN Velocity
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%
3.40%
6 Months
8.17%
21.77%
1 Year
19.57%
16.05%
3 Years
18.20%
23.24%
5 Years
15.63%
—
Since Inception
14.42%
24.82%
Fund Age
10 yrs 4 mo
3 yrs 1 mo
AUM
₹337.5 Cr
₹415.03 Cr
Alpha – 1 Year
14.85%
11.33%
Alpha – 3 Years
6.11%
11.15%
Information Ratio – 3 Years
0.93
0.72
Volatility – 1 Year
14.72%
25.50%
Volatility – 3 Years
15.36%
24.35%
Beta – 1 Year
0.78
1.34
Beta – 3 Years
0.92
1.27
Sharpe Ratio – 1 Year
0.93
0.50
Sharpe Ratio – 3 Years
0.83
0.77
Worst Rolling Year
-10.21%
23.24%
Value at Worst Rolling Year
₹0.90 Cr
₹1.23 Cr
Deepest Drawdown
−21.92%
−25.33%
Recovery Period
231 days
104 days
1-Year Rolling Windows Positive
88.56%
100.00%
Median Rolling Year
16.73%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 27% · S 21%
M 2% · S 95%
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
3% / – / –