Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Maxiom PMS - CORAL Cyclical
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Maxiom PMS - CORAL Cyclical
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%
−0.48%
6 Months
13.18%
−2.46%
1 Year
2.91%
5.63%
3 Years
14.27%
—
5 Years
—
—
Since Inception
11.83%
1.03%
Fund Age
4 yrs 11 mo
3 yrs
AUM
₹31.01 Cr
₹2.06 Cr
Alpha – 1 Year
−1.81%
5.98%
Alpha – 3 Years
2.18%
—
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
18.67%
16.61%
Volatility – 3 Years
17.11%
—
Beta – 1 Year
0.97
1.00
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.04
-0.24
Sharpe Ratio – 3 Years
0.56
—
Worst Rolling Year
12.64%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−24.73%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.60%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 37% · M 30% · S 33%
—
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%
ICICI Pru Nifty Oil & Gas ETF · 16.66%
ICICI Pru Nifty Infrastructure ETF · 16.66%
Kotak Nifty Bank ETF · 16.66%
Kotak Nifty IT ETF · 16.66%
Mirae Asset Nifty India Manufacturing ETF · 16.66%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—