Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs NAFA - Emerging Bluechip
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
NAFA - Emerging Bluechip
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
0.39%
6 Months
13.18%
5.71%
1 Year
2.91%
−0.97%
3 Years
14.27%
8.86%
5 Years
—
14.20%
Since Inception
11.83%
14.76%
Fund Age
4 yrs 11 mo
10 yrs 5 mo
AUM
₹31.01 Cr
₹447.76 Cr
Alpha – 1 Year
−1.81%
−2.83%
Alpha – 3 Years
2.18%
−3.22%
Information Ratio – 3 Years
0.24
0.04
Volatility – 1 Year
18.67%
24.79%
Volatility – 3 Years
17.11%
21.25%
Beta – 1 Year
0.97
1.35
Beta – 3 Years
0.95
1.20
Sharpe Ratio – 1 Year
-0.04
-0.14
Sharpe Ratio – 3 Years
0.56
0.31
Worst Rolling Year
12.64%
-13.00%
Value at Worst Rolling Year
₹1.13 Cr
₹0.87 Cr
Deepest Drawdown
−24.73%
−26.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
84.68%
Median Rolling Year
17.60%
19.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 2% · M 12% · S 84%
Number of Stocks
26
32
Portfolio P/E
54.84
33.69
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%
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%