Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
PGIM India - Phoenix 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%
3.66%
6 Months
13.18%
18.51%
1 Year
2.91%
2.32%
3 Years
14.27%
8.56%
5 Years
—
13.23%
Since Inception
11.83%
12.52%
Fund Age
4 yrs 11 mo
10 yrs
AUM
₹31.01 Cr
₹60.22 Cr
Alpha – 1 Year
−1.81%
2.67%
Alpha – 3 Years
2.18%
−0.44%
Information Ratio – 3 Years
0.24
-0.03
Volatility – 1 Year
18.67%
27.56%
Volatility – 3 Years
17.11%
21.93%
Beta – 1 Year
0.97
1.33
Beta – 3 Years
0.95
1.17
Sharpe Ratio – 1 Year
-0.04
0.01
Sharpe Ratio – 3 Years
0.56
0.24
Worst Rolling Year
12.64%
-13.90%
Value at Worst Rolling Year
₹1.13 Cr
₹0.86 Cr
Deepest Drawdown
−24.73%
−31.68%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.20%
Median Rolling Year
17.60%
15.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
M 3% · S 93%
Number of Stocks
26
26
Portfolio P/E
54.84
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%