Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
4.17%
6 Months
13.18%
19.62%
1 Year
2.91%
12.19%
3 Years
14.27%
23.51%
5 Years
—
13.96%
Since Inception
11.83%
23.13%
Fund Age
4 yrs 11 mo
6 yrs 7 mo
AUM
₹31.01 Cr
₹2,332.81 Cr
Alpha – 1 Year
−1.81%
9.21%
Alpha – 3 Years
2.18%
11.63%
Information Ratio – 3 Years
0.24
0.83
Volatility – 1 Year
18.67%
26.11%
Volatility – 3 Years
17.11%
21.82%
Beta – 1 Year
0.97
1.32
Beta – 3 Years
0.95
1.14
Sharpe Ratio – 1 Year
-0.04
0.33
Sharpe Ratio – 3 Years
0.56
0.83
Worst Rolling Year
12.64%
12.50%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−24.73%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 14% · M 33% · S 52%
Number of Stocks
26
33
Portfolio P/E
54.84
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%