Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs MRG Capital - Wealth Enhancer
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
MRG Capital - Wealth Enhancer
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
0.31%
6 Months
13.18%
−0.02%
1 Year
2.91%
9.16%
3 Years
14.27%
15.25%
5 Years
—
10.25%
Since Inception
11.83%
11.62%
Fund Age
4 yrs 11 mo
7 yrs 3 mo
AUM
₹31.01 Cr
₹55.42 Cr
Alpha – 1 Year
−1.81%
9.51%
Alpha – 3 Years
2.18%
6.25%
Information Ratio – 3 Years
0.24
0.85
Volatility – 1 Year
18.67%
16.48%
Volatility – 3 Years
17.11%
14.29%
Beta – 1 Year
0.97
0.90
Beta – 3 Years
0.95
0.91
Sharpe Ratio – 1 Year
-0.04
0.29
Sharpe Ratio – 3 Years
0.56
0.70
Worst Rolling Year
12.64%
4.67%
Value at Worst Rolling Year
₹1.13 Cr
₹1.05 Cr
Deepest Drawdown
−24.73%
−15.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
13.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 43% · M 13% · S 23%
Number of Stocks
26
89
Portfolio P/E
54.84
32.47
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%
Mahindra & Mahindra Ltd · 11.76%
ICICI Pru Silver ETF · 9.36%
Reliance Industries Ltd · 5.46%
Cash & Cash Equivalent · 4.95%
Nippon India ETF Gold BeES · 3.01%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Others · 14.59%
Automobile and Auto Components · 13.45%
Fast Moving Consumer Goods · 10.94%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%