Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
0.95%
6 Months
13.18%
11.98%
1 Year
2.91%
18.12%
3 Years
14.27%
18.24%
5 Years
—
—
Since Inception
11.83%
20.21%
Fund Age
4 yrs 11 mo
4 yrs 8 mo
AUM
₹31.01 Cr
₹424.87 Cr
Alpha – 1 Year
−1.81%
13.40%
Alpha – 3 Years
2.18%
6.15%
Information Ratio – 3 Years
0.24
0.85
Volatility – 1 Year
18.67%
22.44%
Volatility – 3 Years
17.11%
19.69%
Beta – 1 Year
0.97
1.22
Beta – 3 Years
0.95
1.10
Sharpe Ratio – 1 Year
-0.04
0.61
Sharpe Ratio – 3 Years
0.56
0.80
Worst Rolling Year
12.64%
18.24%
Value at Worst Rolling Year
₹1.13 Cr
₹1.18 Cr
Deepest Drawdown
−24.73%
−25.57%
Recovery Period
Not yet recovered
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
24.33%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 30% · S 33%
M 1% · S 89%
Number of Stocks
26
30
Portfolio P/E
54.84
23.45
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%
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%