Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Marcellus - Consistent Compounders
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Marcellus - Consistent Compounders
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%
4.02%
6 Months
13.18%
10.61%
1 Year
2.91%
3.27%
3 Years
14.27%
5.81%
5 Years
—
4.77%
Since Inception
11.83%
12.23%
Fund Age
4 yrs 11 mo
7 yrs 7 mo
AUM
₹31.01 Cr
₹1,666.24 Cr
Alpha – 1 Year
−1.81%
3.70%
Alpha – 3 Years
2.18%
−2.76%
Information Ratio – 3 Years
0.24
-0.29
Volatility – 1 Year
18.67%
19.50%
Volatility – 3 Years
17.11%
16.37%
Beta – 1 Year
0.97
1.09
Beta – 3 Years
0.95
1.05
Sharpe Ratio – 1 Year
-0.04
-0.02
Sharpe Ratio – 3 Years
0.56
0.10
Worst Rolling Year
12.64%
0.36%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−24.73%
−23.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.77%
Median Rolling Year
17.60%
8.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 42% · M 32% · S 25%
Number of Stocks
26
—
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%
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%