Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
Wright Factor Fund
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%
10.96%
6 Months
8.17%
14.84%
1 Year
19.57%
16.93%
3 Years
18.20%
—
5 Years
15.63%
—
Since Inception
14.42%
20.33%
Fund Age
10 yrs 4 mo
3 yrs
AUM
₹337.5 Cr
₹214.05 Cr
Alpha – 1 Year
14.85%
12.21%
Alpha – 3 Years
6.11%
—
Information Ratio – 3 Years
0.93
0.51
Volatility – 1 Year
14.72%
22.29%
Volatility – 3 Years
15.36%
21.03%
Beta – 1 Year
0.78
0.97
Beta – 3 Years
0.92
0.97
Sharpe Ratio – 1 Year
0.93
0.57
Sharpe Ratio – 3 Years
0.83
0.72
Worst Rolling Year
-10.21%
18.92%
Value at Worst Rolling Year
₹0.90 Cr
₹1.19 Cr
Deepest Drawdown
−21.92%
−27.91%
Recovery Period
231 days
Not yet recovered
1-Year Rolling Windows Positive
88.56%
100.00%
Median Rolling Year
16.73%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 27% · S 21%
L 12% · M 21% · S 55%
Number of Stocks
23
25
Portfolio P/E
50.96
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%