Portfolio Management Services (PMS)Compare Schemes
Invesco - Caterpillar vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Invesco - Caterpillar
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.09%
−0.96%
6 Months
12.77%
−5.85%
1 Year
18.71%
1.08%
3 Years
16.31%
1.92%
5 Years
16.50%
1.54%
Since Inception
12.31%
4.73%
Fund Age
20 yrs 2 mo
9 yrs 11 mo
AUM
₹81.03 Cr
₹4.85 Cr
Alpha – 1 Year
13.99%
−8.50%
Alpha – 3 Years
4.22%
−7.97%
Information Ratio – 3 Years
0.46
—
Volatility – 1 Year
18.60%
9.90%
Volatility – 3 Years
18.73%
26.17%
Beta – 1 Year
0.98
—
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
0.73
-0.53
Sharpe Ratio – 3 Years
0.63
0.01
Worst Rolling Year
-17.65%
2.80%
Value at Worst Rolling Year
₹0.82 Cr
₹1.03 Cr
Deepest Drawdown
−25.73%
−28.72%
Recovery Period
498 days
Not yet recovered
1-Year Rolling Windows Positive
76.16%
100.00%
Median Rolling Year
14.50%
12.18%
5-Year Rolling Windows Positive
86.34%
100.00%
Market-Cap Mix
L 18% · M 28% · S 49%
—
Number of Stocks
23
—
Portfolio P/E
43.00
—
Top 5 Holdings
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Financial Services · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%