Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Invesco - Rise
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Invesco - Rise
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
1.41%
5.01%
6 Months
13.18%
8.17%
1 Year
2.91%
19.57%
3 Years
14.27%
18.20%
5 Years
—
15.63%
Since Inception
11.83%
14.42%
Fund Age
4 yrs 11 mo
10 yrs 4 mo
AUM
₹31.01 Cr
₹337.5 Cr
Alpha – 1 Year
−1.81%
14.85%
Alpha – 3 Years
2.18%
6.11%
Information Ratio – 3 Years
0.24
0.93
Volatility – 1 Year
18.67%
14.72%
Volatility – 3 Years
17.11%
15.36%
Beta – 1 Year
0.97
0.78
Beta – 3 Years
0.95
0.92
Sharpe Ratio – 1 Year
-0.04
0.93
Sharpe Ratio – 3 Years
0.56
0.83
Worst Rolling Year
12.64%
-10.21%
Value at Worst Rolling Year
₹1.13 Cr
₹0.90 Cr
Deepest Drawdown
−24.73%
−21.92%
Recovery Period
Not yet recovered
231 days
1-Year Rolling Windows Positive
100.00%
88.56%
Median Rolling Year
17.60%
16.73%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 49% · M 27% · S 21%
Number of Stocks
26
23
Portfolio P/E
54.84
50.96
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%
Bharti Airtel Ltd · 7.42%
Eternal Ltd · 7.19%
Multi Commodity Exchange of India Ltd · 6.79%
Cash & Cash Equivalent · 6.57%
Sedemac Mechatronics Ltd · 5.60%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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