Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Invesco - Dawn
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Invesco - Dawn
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
1.21%
6 Months
13.18%
−1.14%
1 Year
2.91%
−0.02%
3 Years
14.27%
9.28%
5 Years
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9.74%
Since Inception
11.83%
8.97%
Fund Age
4 yrs 11 mo
9 yrs
AUM
₹31.01 Cr
₹217.53 Cr
Alpha – 1 Year
−1.81%
−4.74%
Alpha – 3 Years
2.18%
−2.81%
Information Ratio – 3 Years
0.24
-0.63
Volatility – 1 Year
18.67%
14.82%
Volatility – 3 Years
17.11%
15.15%
Beta – 1 Year
0.97
0.83
Beta – 3 Years
0.95
0.95
Sharpe Ratio – 1 Year
-0.04
-0.28
Sharpe Ratio – 3 Years
0.56
0.32
Worst Rolling Year
12.64%
-3.73%
Value at Worst Rolling Year
₹1.13 Cr
₹0.96 Cr
Deepest Drawdown
−24.73%
−23.03%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.72%
Median Rolling Year
17.60%
15.83%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 30% · S 33%
L 69% · M 11% · S 11%
Number of Stocks
26
24
Portfolio P/E
54.84
46.92
Top 5 Holdings
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%
Cash & Cash Equivalent · 7.92%
ICICI Bank Ltd · 7.85%
Eternal Ltd · 7.75%
HDFC Bank Ltd · 7.55%
Bharti Airtel Ltd · 7.06%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Financial Services · 35.09%
Consumer Services · 10.54%
Services · 10.49%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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