Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Phillip Ethical India Portfolio
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Phillip Ethical India Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
3.05%
6 Months
13.18%
16.92%
1 Year
2.91%
10.56%
3 Years
14.27%
6.67%
5 Years
—
7.52%
Since Inception
11.83%
10.84%
Fund Age
4 yrs 11 mo
8 yrs 8 mo
AUM
₹31.01 Cr
₹10.35 Cr
Alpha – 1 Year
−1.81%
5.86%
Alpha – 3 Years
2.18%
−4.55%
Information Ratio – 3 Years
0.24
-0.70
Volatility – 1 Year
18.67%
20.12%
Volatility – 3 Years
17.11%
17.20%
Beta – 1 Year
0.97
1.04
Beta – 3 Years
0.95
0.98
Sharpe Ratio – 1 Year
-0.04
0.33
Sharpe Ratio – 3 Years
0.56
0.11
Worst Rolling Year
12.64%
4.20%
Value at Worst Rolling Year
₹1.13 Cr
₹1.04 Cr
Deepest Drawdown
−24.73%
−24.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
14.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 14% · M 44% · S 40%
Number of Stocks
26
21
Portfolio P/E
54.84
51.26
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%
Uno Minda Ltd · 7.68%
Himadri Speciality Chemical Ltd · 6.68%
Coforge Ltd · 6.15%
Garware Hi Tech Films Ltd · 6.12%
KEI Industries Ltd · 5.84%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%