Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
4.15%
6 Months
13.18%
18.21%
1 Year
2.91%
19.11%
3 Years
14.27%
23.58%
5 Years
—
18.40%
Since Inception
11.83%
13.93%
Fund Age
4 yrs 11 mo
11 yrs 4 mo
AUM
₹31.01 Cr
₹13.37 Cr
Alpha – 1 Year
−1.81%
16.13%
Alpha – 3 Years
2.18%
11.69%
Information Ratio – 3 Years
0.24
1.24
Volatility – 1 Year
18.67%
18.18%
Volatility – 3 Years
17.11%
17.99%
Beta – 1 Year
0.97
0.94
Beta – 3 Years
0.95
1.01
Sharpe Ratio – 1 Year
-0.04
0.75
Sharpe Ratio – 3 Years
0.56
0.97
Worst Rolling Year
12.64%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−24.73%
−20.05%
Recovery Period
Not yet recovered
162 days
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 27% · M 15% · S 55%
Number of Stocks
26
32
Portfolio P/E
54.84
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%