Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs NBC - Seeking Alpha
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
NBC - Seeking Alpha
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%
3.51%
6 Months
13.18%
12.65%
1 Year
2.91%
22.80%
3 Years
14.27%
18.05%
5 Years
—
41.98%
Since Inception
11.83%
7.54%
Fund Age
4 yrs 11 mo
9 yrs 2 mo
AUM
₹31.01 Cr
₹9.17 Cr
Alpha – 1 Year
−1.81%
24.84%
Alpha – 3 Years
2.18%
11.40%
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
18.67%
21.50%
Volatility – 3 Years
17.11%
17.94%
Beta – 1 Year
0.97
—
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.04
0.82
Sharpe Ratio – 3 Years
0.56
0.76
Worst Rolling Year
12.64%
-34.33%
Value at Worst Rolling Year
₹1.13 Cr
₹0.66 Cr
Deepest Drawdown
−24.73%
−18.33%
Recovery Period
Not yet recovered
81 days
1-Year Rolling Windows Positive
100.00%
68.37%
Median Rolling Year
17.60%
26.92%
5-Year Rolling Windows Positive
—
74.51%
Market-Cap Mix
L 37% · M 30% · S 33%
L 13% · M 14% · S 73%
Number of Stocks
26
18
Portfolio P/E
54.84
18.68
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%
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Financial Services · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Fixed Fee
—
—
Performance Fee / Plan
—
15% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%