Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
0.25%
6 Months
13.18%
15.19%
1 Year
2.91%
3.21%
3 Years
14.27%
19.65%
5 Years
—
—
Since Inception
11.83%
25.09%
Fund Age
4 yrs 11 mo
3 yrs 5 mo
AUM
₹31.01 Cr
₹4,148.34 Cr
Alpha – 1 Year
−1.81%
0.23%
Alpha – 3 Years
2.18%
7.77%
Information Ratio – 3 Years
0.24
0.62
Volatility – 1 Year
18.67%
21.54%
Volatility – 3 Years
17.11%
22.15%
Beta – 1 Year
0.97
1.06
Beta – 3 Years
0.95
1.15
Sharpe Ratio – 1 Year
-0.04
-0.01
Sharpe Ratio – 3 Years
0.56
0.68
Worst Rolling Year
12.64%
19.49%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−24.73%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
21.76%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 30% · S 33%
L 26% · M 35% · S 37%
Number of Stocks
26
26
Portfolio P/E
54.84
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%