Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
8.17%
9.86%
1 Year
19.57%
32.16%
3 Years
18.20%
19.13%
5 Years
15.63%
12.16%
Since Inception
14.42%
16.12%
Fund Age
10 yrs 4 mo
5 yrs 10 mo
AUM
₹337.5 Cr
₹170.31 Cr
Alpha – 1 Year
14.85%
27.44%
Alpha – 3 Years
6.11%
7.04%
Information Ratio – 3 Years
0.93
0.58
Volatility – 1 Year
14.72%
17.07%
Volatility – 3 Years
15.36%
17.73%
Beta – 1 Year
0.78
0.65
Beta – 3 Years
0.92
0.86
Sharpe Ratio – 1 Year
0.93
1.42
Sharpe Ratio – 3 Years
0.83
0.79
Worst Rolling Year
-10.21%
0.71%
Value at Worst Rolling Year
₹0.90 Cr
₹1.01 Cr
Deepest Drawdown
−21.92%
−30.82%
Recovery Period
231 days
429 days
1-Year Rolling Windows Positive
88.56%
99.71%
Median Rolling Year
16.73%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 27% · S 21%
L 11% · M 1% · S 72%
Number of Stocks
23
18
Portfolio P/E
50.96
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%