Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
0.36%
6 Months
13.18%
5.01%
1 Year
2.91%
−5.33%
3 Years
14.27%
1.25%
5 Years
—
−1.56%
Since Inception
11.83%
10.94%
Fund Age
4 yrs 11 mo
6 yrs 11 mo
AUM
₹31.01 Cr
₹122.91 Cr
Alpha – 1 Year
−1.81%
−8.31%
Alpha – 3 Years
2.18%
−10.64%
Information Ratio – 3 Years
0.24
-0.98
Volatility – 1 Year
18.67%
16.35%
Volatility – 3 Years
17.11%
16.88%
Beta – 1 Year
0.97
0.87
Beta – 3 Years
0.95
0.86
Sharpe Ratio – 1 Year
-0.04
-0.59
Sharpe Ratio – 3 Years
0.56
-0.17
Worst Rolling Year
12.64%
-5.79%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−24.73%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
17.60%
1.42%
5-Year Rolling Windows Positive
—
83.33%
Market-Cap Mix
L 37% · M 30% · S 33%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
—
Fixed Fee
—
0.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%