Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Investvalue India Winners Portfolio
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Investvalue India Winners Portfolio
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%
5.49%
6 Months
13.18%
—
1 Year
2.91%
—
3 Years
14.27%
—
5 Years
—
—
Since Inception
11.83%
17.31%
Fund Age
4 yrs 11 mo
5 mo
AUM
₹31.01 Cr
₹30.77 Cr
Alpha – 1 Year
−1.81%
—
Alpha – 3 Years
2.18%
—
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
18.67%
—
Volatility – 3 Years
17.11%
—
Beta – 1 Year
0.97
—
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.04
—
Sharpe Ratio – 3 Years
0.56
—
Worst Rolling Year
12.64%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−24.73%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.60%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 37% · M 30% · S 33%
L 20% · M 23% · S 49%
Number of Stocks
26
20
Portfolio P/E
54.84
53.40
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 · 8.00%
CCL Products (India) Ltd · 6.00%
KEI Industries Ltd · 5.00%
ABB India Ltd · 5.00%
Bharat Forge Ltd · 5.00%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Capital Goods · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%