Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
0.50%
6 Months
13.18%
2.02%
1 Year
2.91%
0.60%
3 Years
14.27%
8.21%
5 Years
—
5.75%
Since Inception
11.83%
9.73%
Fund Age
4 yrs 11 mo
6 yrs
AUM
₹31.01 Cr
₹128.19 Cr
Alpha – 1 Year
−1.81%
1.03%
Alpha – 3 Years
2.18%
−0.36%
Information Ratio – 3 Years
0.24
0.12
Volatility – 1 Year
18.67%
19.24%
Volatility – 3 Years
17.11%
14.76%
Beta – 1 Year
0.97
1.13
Beta – 3 Years
0.95
0.95
Sharpe Ratio – 1 Year
-0.04
-0.16
Sharpe Ratio – 3 Years
0.56
0.24
Worst Rolling Year
12.64%
0.20%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−24.73%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
17.60%
8.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%