Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Phillip Income Builder Portfolio
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Phillip Income Builder Portfolio
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%
0.82%
6 Months
13.18%
5.10%
1 Year
2.91%
10.73%
3 Years
14.27%
13.62%
5 Years
—
—
Since Inception
11.83%
13.76%
Fund Age
4 yrs 11 mo
3 yrs
AUM
₹31.01 Cr
₹261.91 Cr
Alpha – 1 Year
−1.81%
5.53%
Alpha – 3 Years
2.18%
6.73%
Information Ratio – 3 Years
0.24
2.55
Volatility – 1 Year
18.67%
1.39%
Volatility – 3 Years
17.11%
1.55%
Beta – 1 Year
0.97
0.39
Beta – 3 Years
0.95
0.13
Sharpe Ratio – 1 Year
-0.04
3.51
Sharpe Ratio – 3 Years
0.56
4.91
Worst Rolling Year
12.64%
13.63%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−24.73%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
13.72%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 37% · M 30% · S 33%
—
Number of Stocks
26
—
Portfolio P/E
54.84
—
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%
11% Kosamattam · 0.00%
Muthoot Fincorp Ltd. 10.45% DB REDEEM 24/12/2032 INR 10000 · 0.00%
Indostar Capital Finance Ltd 10.30% DB REDEEM 25/09/2027 INR 1000 · 0.00%
Navi Finserv Ltd. 10.75% DB REDEEM 19/08/2028 INR 10000 · 0.00%
MUTHOOTTU MINI FINANCIERS LTD 9.25 NCD 18SP27 FVRS10000 · 0.00%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
—
Fixed Fee
—
0.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%