Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Marathon Trends - Trend Following
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%
1.43%
6 Months
13.18%
0.81%
1 Year
2.91%
7.79%
3 Years
14.27%
9.10%
5 Years
—
—
Since Inception
11.83%
17.42%
Fund Age
4 yrs 11 mo
8 yrs 11 mo
AUM
₹31.01 Cr
₹342.11 Cr
Alpha – 1 Year
−1.81%
3.07%
Alpha – 3 Years
2.18%
−2.99%
Information Ratio – 3 Years
0.24
0.29
Volatility – 1 Year
18.67%
17.73%
Volatility – 3 Years
17.11%
15.85%
Beta – 1 Year
0.97
1.00
Beta – 3 Years
0.95
0.98
Sharpe Ratio – 1 Year
-0.04
0.21
Sharpe Ratio – 3 Years
0.56
0.50
Worst Rolling Year
12.64%
9.10%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−24.73%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
13.58%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 30% · S 33%
L 40% · M 35% · S 22%
Number of Stocks
26
23
Portfolio P/E
54.84
21.69
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 · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%