Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Invesco - Challengers
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.50%
1.41%
6 Months
10.26%
13.18%
1 Year
20.10%
2.91%
3 Years
—
14.27%
5 Years
—
—
Since Inception
21.53%
11.83%
Fund Age
18 mo
4 yrs 11 mo
AUM
₹79.16 Cr
₹31.01 Cr
Alpha – 1 Year
17.12%
−1.81%
Alpha – 3 Years
—
2.18%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
19.38%
18.67%
Volatility – 3 Years
—
17.11%
Beta – 1 Year
0.85
0.97
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.76
-0.04
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
12.64%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−14.77%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.60%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 7% · S 61%
L 37% · M 30% · S 33%
Number of Stocks
66
26
Portfolio P/E
52.54
54.84
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—