Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
ORO - All Weather Portfolio
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%
−0.19%
6 Months
13.18%
−0.42%
1 Year
2.91%
−4.58%
3 Years
14.27%
16.32%
5 Years
—
13.17%
Since Inception
11.83%
13.94%
Fund Age
4 yrs 11 mo
6 yrs 6 mo
AUM
₹31.01 Cr
₹13.16 Cr
Alpha – 1 Year
−1.81%
−7.56%
Alpha – 3 Years
2.18%
4.42%
Information Ratio – 3 Years
0.24
0.49
Volatility – 1 Year
18.67%
16.90%
Volatility – 3 Years
17.11%
17.54%
Beta – 1 Year
0.97
0.86
Beta – 3 Years
0.95
0.99
Sharpe Ratio – 1 Year
-0.04
-0.52
Sharpe Ratio – 3 Years
0.56
0.69
Worst Rolling Year
12.64%
3.91%
Value at Worst Rolling Year
₹1.13 Cr
₹1.04 Cr
Deepest Drawdown
−24.73%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 66% · M 23%
Number of Stocks
26
20
Portfolio P/E
54.84
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%