Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
8.17%
13.10%
1 Year
19.57%
18.11%
3 Years
18.20%
14.56%
5 Years
15.63%
8.71%
Since Inception
14.42%
13.67%
Fund Age
10 yrs 4 mo
11 yrs 2 mo
AUM
₹337.5 Cr
₹138.06 Cr
Alpha – 1 Year
14.85%
18.46%
Alpha – 3 Years
6.11%
5.57%
Information Ratio – 3 Years
0.93
0.62
Volatility – 1 Year
14.72%
22.83%
Volatility – 3 Years
15.36%
16.72%
Beta – 1 Year
0.78
1.29
Beta – 3 Years
0.92
1.00
Sharpe Ratio – 1 Year
0.93
0.61
Sharpe Ratio – 3 Years
0.83
0.55
Worst Rolling Year
-10.21%
-8.44%
Value at Worst Rolling Year
₹0.90 Cr
₹0.92 Cr
Deepest Drawdown
−21.92%
−17.10%
Recovery Period
231 days
115 days
1-Year Rolling Windows Positive
88.56%
92.53%
Median Rolling Year
16.73%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 27% · S 21%
L 38% · M 14% · S 45%
Number of Stocks
23
18
Portfolio P/E
50.96
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
2% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%