Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Marcellus -MeritorQ - PMS
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%
3.04%
6 Months
13.18%
5.19%
1 Year
2.91%
−0.45%
3 Years
14.27%
11.72%
5 Years
—
—
Since Inception
11.83%
12.62%
Fund Age
4 yrs 11 mo
3 yrs 8 mo
AUM
₹31.01 Cr
₹42.96 Cr
Alpha – 1 Year
−1.81%
−3.43%
Alpha – 3 Years
2.18%
−0.17%
Information Ratio – 3 Years
0.24
-0.16
Volatility – 1 Year
18.67%
16.93%
Volatility – 3 Years
17.11%
15.20%
Beta – 1 Year
0.97
0.92
Beta – 3 Years
0.95
0.91
Sharpe Ratio – 1 Year
-0.04
-0.27
Sharpe Ratio – 3 Years
0.56
0.45
Worst Rolling Year
12.64%
11.64%
Value at Worst Rolling Year
₹1.13 Cr
₹1.12 Cr
Deepest Drawdown
−24.73%
−20.38%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
15.01%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 30% · S 33%
L 39% · M 39% · S 22%
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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
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Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%