Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.01%
2.21%
6 Months
8.17%
21.04%
1 Year
19.57%
21.34%
3 Years
18.20%
19.08%
5 Years
15.63%
23.67%
Since Inception
14.42%
—
Fund Age
10 yrs 4 mo
6 yrs 4 mo
AUM
₹337.5 Cr
₹364.08 Cr
Alpha – 1 Year
14.85%
21.69%
Alpha – 3 Years
6.11%
10.08%
Information Ratio – 3 Years
0.93
0.52
Volatility – 1 Year
14.72%
32.28%
Volatility – 3 Years
15.36%
28.08%
Beta – 1 Year
0.78
1.47
Beta – 3 Years
0.92
1.60
Sharpe Ratio – 1 Year
0.93
0.58
Sharpe Ratio – 3 Years
0.83
0.57
Worst Rolling Year
-10.21%
15.61%
Value at Worst Rolling Year
₹0.90 Cr
₹1.16 Cr
Deepest Drawdown
−21.92%
−31.98%
Recovery Period
231 days
457 days
1-Year Rolling Windows Positive
88.56%
100.00%
Median Rolling Year
16.73%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 27% · S 21%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
—
Fixed Fee
—
7.50% / yr
Performance Fee / Plan
—
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%