Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Purnartha One Strategy
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%
−1.07%
6 Months
13.18%
4.90%
1 Year
2.91%
8.20%
3 Years
14.27%
—
5 Years
—
—
Since Inception
11.83%
8.35%
Fund Age
4 yrs 11 mo
2 yrs 11 mo
AUM
₹31.01 Cr
₹5.79 Cr
Alpha – 1 Year
−1.81%
1.34%
Alpha – 3 Years
2.18%
—
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
18.67%
14.87%
Volatility – 3 Years
17.11%
11.97%
Beta – 1 Year
0.97
1.50
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.04
0.25
Sharpe Ratio – 3 Years
0.56
0.34
Worst Rolling Year
12.64%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−24.73%
−10.35%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.60%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 37% · M 30% · S 33%
L 23% · M 8% · S 15%
Number of Stocks
26
—
Portfolio P/E
54.84
20.01
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%
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%