Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Motilal Oswal - Ethical
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%
1.53%
6 Months
13.18%
18.13%
1 Year
2.91%
13.15%
3 Years
14.27%
14.12%
5 Years
—
11.96%
Since Inception
11.83%
13.25%
Fund Age
4 yrs 11 mo
5 yrs 1 mo
AUM
₹31.01 Cr
₹77.09 Cr
Alpha – 1 Year
−1.81%
10.17%
Alpha – 3 Years
2.18%
2.24%
Information Ratio – 3 Years
0.24
0.36
Volatility – 1 Year
18.67%
23.76%
Volatility – 3 Years
17.11%
19.81%
Beta – 1 Year
0.97
1.23
Beta – 3 Years
0.95
1.14
Sharpe Ratio – 1 Year
-0.04
0.40
Sharpe Ratio – 3 Years
0.56
0.50
Worst Rolling Year
12.64%
8.04%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−24.73%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
16.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 28% · M 28% · S 44%
Number of Stocks
26
20
Portfolio P/E
54.84
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%