Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
Tamohara - TRUFFLE
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%
8.72%
6 Months
8.17%
28.59%
1 Year
19.57%
28.02%
3 Years
18.20%
18.67%
5 Years
15.63%
17.18%
Since Inception
14.42%
20.03%
Fund Age
10 yrs 4 mo
5 yrs 4 mo
AUM
₹337.5 Cr
₹221.27 Cr
Alpha – 1 Year
14.85%
28.37%
Alpha – 3 Years
6.11%
9.68%
Information Ratio – 3 Years
0.93
0.87
Volatility – 1 Year
14.72%
22.32%
Volatility – 3 Years
15.36%
17.88%
Beta – 1 Year
0.78
1.03
Beta – 3 Years
0.92
0.95
Sharpe Ratio – 1 Year
0.93
0.99
Sharpe Ratio – 3 Years
0.83
0.81
Worst Rolling Year
-10.21%
13.69%
Value at Worst Rolling Year
₹0.90 Cr
₹1.14 Cr
Deepest Drawdown
−21.92%
−20.50%
Recovery Period
231 days
429 days
1-Year Rolling Windows Positive
88.56%
100.00%
Median Rolling Year
16.73%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 27% · S 21%
L 19% · M 4% · S 74%
Number of Stocks
23
29
Portfolio P/E
50.96
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –