Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Nippon - Emerging India - EIP
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%
2.63%
6 Months
13.18%
13.11%
1 Year
2.91%
15.44%
3 Years
14.27%
15.82%
5 Years
—
15.29%
Since Inception
11.83%
15.37%
Fund Age
4 yrs 11 mo
9 yrs 4 mo
AUM
₹31.01 Cr
₹32.48 Cr
Alpha – 1 Year
−1.81%
10.72%
Alpha – 3 Years
2.18%
3.73%
Information Ratio – 3 Years
0.24
0.69
Volatility – 1 Year
18.67%
17.99%
Volatility – 3 Years
17.11%
17.45%
Beta – 1 Year
0.97
0.99
Beta – 3 Years
0.95
1.02
Sharpe Ratio – 1 Year
-0.04
0.59
Sharpe Ratio – 3 Years
0.56
0.71
Worst Rolling Year
12.64%
-6.27%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−24.73%
−21.15%
Recovery Period
Not yet recovered
474 days
1-Year Rolling Windows Positive
100.00%
92.43%
Median Rolling Year
17.60%
21.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 8% · M 22% · S 44%
Number of Stocks
26
30
Portfolio P/E
54.84
30.67
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%
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%