Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
Invesco - Challengers
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
−1.86%
1.41%
6 Months
0.50%
13.18%
1 Year
6.34%
2.91%
3 Years
19.74%
14.27%
5 Years
16.62%
—
Since Inception
20.10%
11.83%
Fund Age
6 yrs 1 mo
4 yrs 11 mo
AUM
₹56.91 Cr
₹31.01 Cr
Alpha – 1 Year
1.64%
−1.81%
Alpha – 3 Years
7.64%
2.18%
Information Ratio – 3 Years
0.90
0.24
Volatility – 1 Year
16.52%
18.67%
Volatility – 3 Years
17.18%
17.11%
Beta – 1 Year
0.89
0.97
Beta – 3 Years
1.04
0.95
Sharpe Ratio – 1 Year
0.14
-0.04
Sharpe Ratio – 3 Years
0.84
0.56
Worst Rolling Year
18.93%
12.64%
Value at Worst Rolling Year
₹1.19 Cr
₹1.13 Cr
Deepest Drawdown
−18.72%
−24.73%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.30%
17.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 59% · M 40%
L 37% · M 30% · S 33%
Number of Stocks
20
26
Portfolio P/E
27.00
54.84
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
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
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—