Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Motilal Oswal - Value Migration
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%
0.78%
6 Months
13.18%
11.75%
1 Year
2.91%
−2.37%
3 Years
14.27%
17.81%
5 Years
—
14.66%
Since Inception
11.83%
18.91%
Fund Age
4 yrs 11 mo
23 yrs 5 mo
AUM
₹31.01 Cr
₹3,220.2 Cr
Alpha – 1 Year
−1.81%
−5.35%
Alpha – 3 Years
2.18%
5.93%
Information Ratio – 3 Years
0.24
0.54
Volatility – 1 Year
18.67%
21.49%
Volatility – 3 Years
17.11%
20.84%
Beta – 1 Year
0.97
1.07
Beta – 3 Years
0.95
1.13
Sharpe Ratio – 1 Year
-0.04
-0.27
Sharpe Ratio – 3 Years
0.56
0.64
Worst Rolling Year
12.64%
-7.44%
Value at Worst Rolling Year
₹1.13 Cr
₹0.93 Cr
Deepest Drawdown
−24.73%
−27.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.32%
Median Rolling Year
17.60%
14.52%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 30% · S 33%
L 28% · M 48% · S 19%
Number of Stocks
26
27
Portfolio P/E
54.84
57.85
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 · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%