Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
Invesco - Challengers
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
1.41%
6 Months
3.75%
13.18%
1 Year
−5.76%
2.91%
3 Years
3.98%
14.27%
5 Years
6.05%
—
Since Inception
9.94%
11.83%
Fund Age
7 yrs 9 mo
4 yrs 11 mo
AUM
₹45.09 Cr
₹31.01 Cr
Alpha – 1 Year
−8.74%
−1.81%
Alpha – 3 Years
−7.91%
2.18%
Information Ratio – 3 Years
-1.11
0.24
Volatility – 1 Year
21.69%
18.67%
Volatility – 3 Years
18.00%
17.11%
Beta – 1 Year
1.21
0.97
Beta – 3 Years
1.08
0.95
Sharpe Ratio – 1 Year
-0.42
-0.04
Sharpe Ratio – 3 Years
0.01
0.56
Worst Rolling Year
3.08%
12.64%
Value at Worst Rolling Year
₹1.03 Cr
₹1.13 Cr
Deepest Drawdown
−29.01%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.65%
17.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 35% · M 13% · S 51%
L 37% · M 30% · S 33%
Number of Stocks
43
26
Portfolio P/E
—
54.84
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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
Financial Services · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
2% of profit
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—