Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
13.18%
6.66%
1 Year
2.91%
7.95%
3 Years
14.27%
14.01%
5 Years
—
12.40%
Since Inception
11.83%
16.07%
Fund Age
4 yrs 11 mo
12 yrs 5 mo
AUM
₹31.01 Cr
₹27.98 Cr
Alpha – 1 Year
−1.81%
3.23%
Alpha – 3 Years
2.18%
1.92%
Information Ratio – 3 Years
0.24
0.55
Volatility – 1 Year
18.67%
16.42%
Volatility – 3 Years
17.11%
14.36%
Beta – 1 Year
0.97
0.92
Beta – 3 Years
0.95
0.91
Sharpe Ratio – 1 Year
-0.04
0.15
Sharpe Ratio – 3 Years
0.56
0.63
Worst Rolling Year
12.64%
-4.39%
Value at Worst Rolling Year
₹1.13 Cr
₹0.96 Cr
Deepest Drawdown
−24.73%
−17.36%
Recovery Period
Not yet recovered
532 days
1-Year Rolling Windows Positive
100.00%
97.43%
Median Rolling Year
17.60%
15.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 25% · M 6% · S 37%
Number of Stocks
26
30
Portfolio P/E
54.84
29.90
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 · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%