Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.01%
0.30%
6 Months
8.17%
26.99%
1 Year
19.57%
26.29%
3 Years
18.20%
27.01%
5 Years
15.63%
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Since Inception
14.42%
35.84%
Fund Age
10 yrs 4 mo
4 yrs 3 mo
AUM
₹337.5 Cr
₹521.91 Cr
Alpha – 1 Year
14.85%
28.33%
Alpha – 3 Years
6.11%
20.36%
Information Ratio – 3 Years
0.93
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Volatility – 1 Year
14.72%
31.27%
Volatility – 3 Years
15.36%
25.96%
Beta – 1 Year
0.78
—
Beta – 3 Years
0.92
—
Sharpe Ratio – 1 Year
0.93
0.72
Sharpe Ratio – 3 Years
0.83
0.85
Worst Rolling Year
-10.21%
27.02%
Value at Worst Rolling Year
₹0.90 Cr
₹1.27 Cr
Deepest Drawdown
−21.92%
−26.38%
Recovery Period
231 days
93 days
1-Year Rolling Windows Positive
88.56%
100.00%
Median Rolling Year
16.73%
36.88%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 49% · M 27% · S 21%
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Number of Stocks
23
49
Portfolio P/E
50.96
21.17
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%
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Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
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Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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