Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
MRG Capital - Wealth Protector
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%
0.67%
6 Months
13.18%
1.38%
1 Year
2.91%
7.78%
3 Years
14.27%
12.37%
5 Years
—
10.07%
Since Inception
11.83%
13.18%
Fund Age
4 yrs 11 mo
6 yrs 8 mo
AUM
₹31.01 Cr
₹1.13 Cr
Alpha – 1 Year
−1.81%
8.13%
Alpha – 3 Years
2.18%
3.37%
Information Ratio – 3 Years
0.24
0.42
Volatility – 1 Year
18.67%
17.12%
Volatility – 3 Years
17.11%
14.65%
Beta – 1 Year
0.97
0.93
Beta – 3 Years
0.95
0.90
Sharpe Ratio – 1 Year
-0.04
0.21
Sharpe Ratio – 3 Years
0.56
0.51
Worst Rolling Year
12.64%
10.01%
Value at Worst Rolling Year
₹1.13 Cr
₹1.10 Cr
Deepest Drawdown
−24.73%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
15.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 37% · M 30% · S 33%
L 34% · M 14% · S 34%
Number of Stocks
26
43
Portfolio P/E
54.84
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%