Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Karvy Capital - Demeter
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Karvy Capital - Demeter
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
0.18%
6 Months
13.18%
2.87%
1 Year
2.91%
3.77%
3 Years
14.27%
6.69%
5 Years
—
6.74%
Since Inception
11.83%
10.62%
Fund Age
4 yrs 11 mo
12 yrs 1 mo
AUM
₹31.01 Cr
₹61.33 Cr
Alpha – 1 Year
−1.81%
−5.66%
Alpha – 3 Years
2.18%
−3.03%
Information Ratio – 3 Years
0.24
-1.20
Volatility – 1 Year
18.67%
3.14%
Volatility – 3 Years
17.11%
2.07%
Beta – 1 Year
0.97
-0.20
Beta – 3 Years
0.95
-0.08
Sharpe Ratio – 1 Year
-0.04
-0.40
Sharpe Ratio – 3 Years
0.56
0.62
Worst Rolling Year
12.64%
-3.43%
Value at Worst Rolling Year
₹1.13 Cr
₹0.97 Cr
Deepest Drawdown
−24.73%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
99.16%
Median Rolling Year
17.60%
11.58%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
—
Number of Stocks
26
9
Portfolio P/E
54.84
—
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%
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Others · 92.72%
Government · 7.02%
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%