Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Quest Investment Managers – Flagship
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%
6.42%
6 Months
13.18%
15.63%
1 Year
2.91%
0.27%
3 Years
14.27%
12.69%
5 Years
—
8.81%
Since Inception
11.83%
15.48%
Fund Age
4 yrs 11 mo
18 yrs 10 mo
AUM
₹31.01 Cr
₹406.27 Cr
Alpha – 1 Year
−1.81%
−4.45%
Alpha – 3 Years
2.18%
0.61%
Information Ratio – 3 Years
0.24
0.21
Volatility – 1 Year
18.67%
22.89%
Volatility – 3 Years
17.11%
19.09%
Beta – 1 Year
0.97
1.13
Beta – 3 Years
0.95
1.05
Sharpe Ratio – 1 Year
-0.04
-0.11
Sharpe Ratio – 3 Years
0.56
0.45
Worst Rolling Year
12.64%
-10.83%
Value at Worst Rolling Year
₹1.13 Cr
₹0.89 Cr
Deepest Drawdown
−24.73%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
17.60%
17.32%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 28% · M 26% · S 45%
Number of Stocks
26
29
Portfolio P/E
54.84
38.78
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%