Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
0.97%
6 Months
13.18%
6.33%
1 Year
2.91%
−0.99%
3 Years
14.27%
6.26%
5 Years
—
6.47%
Since Inception
11.83%
5.18%
Fund Age
4 yrs 11 mo
19 yrs 5 mo
AUM
₹31.01 Cr
₹95.89 Cr
Alpha – 1 Year
−1.81%
2.51%
Alpha – 3 Years
2.18%
−2.73%
Information Ratio – 3 Years
0.24
-0.10
Volatility – 1 Year
18.67%
20.93%
Volatility – 3 Years
17.11%
17.77%
Beta – 1 Year
0.97
1.14
Beta – 3 Years
0.95
1.05
Sharpe Ratio – 1 Year
-0.04
-0.20
Sharpe Ratio – 3 Years
0.56
0.23
Worst Rolling Year
12.64%
-21.50%
Value at Worst Rolling Year
₹1.13 Cr
₹0.79 Cr
Deepest Drawdown
−24.73%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
17.60%
10.39%
5-Year Rolling Windows Positive
—
82.76%
Market-Cap Mix
L 37% · M 30% · S 33%
L 77% · M 12% · S 11%
Number of Stocks
26
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%