Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs MASK Prime Picks
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
MASK Prime Picks
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%
1.74%
6 Months
13.18%
3.03%
1 Year
2.91%
3.99%
3 Years
14.27%
8.85%
5 Years
—
8.35%
Since Inception
11.83%
10.50%
Fund Age
4 yrs 11 mo
8 yrs 2 mo
AUM
₹31.01 Cr
₹274.26 Cr
Alpha – 1 Year
−1.81%
−0.73%
Alpha – 3 Years
2.18%
−3.23%
Information Ratio – 3 Years
0.24
-0.72
Volatility – 1 Year
18.67%
15.72%
Volatility – 3 Years
17.11%
15.15%
Beta – 1 Year
0.97
0.89
Beta – 3 Years
0.95
0.94
Sharpe Ratio – 1 Year
-0.04
-0.08
Sharpe Ratio – 3 Years
0.56
0.27
Worst Rolling Year
12.64%
7.13%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−24.73%
−20.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
15.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 48% · M 27% · S 18%
Number of Stocks
26
40
Portfolio P/E
54.84
30.14
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%
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
0% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%