Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Money Life - Mas Growth
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Money Life - Mas Growth
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%
2.70%
6 Months
13.18%
18.50%
1 Year
2.91%
9.19%
3 Years
14.27%
14.83%
5 Years
—
14.00%
Since Inception
11.83%
21.97%
Fund Age
4 yrs 11 mo
6 yrs 10 mo
AUM
₹31.01 Cr
₹147.62 Cr
Alpha – 1 Year
−1.81%
9.54%
Alpha – 3 Years
2.18%
5.83%
Information Ratio – 3 Years
0.24
0.34
Volatility – 1 Year
18.67%
19.11%
Volatility – 3 Years
17.11%
21.05%
Beta – 1 Year
0.97
0.83
Beta – 3 Years
0.95
0.91
Sharpe Ratio – 1 Year
-0.04
0.27
Sharpe Ratio – 3 Years
0.56
0.51
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%
—
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
—
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%