Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Renaissance - Opportunities 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%
−0.04%
6 Months
13.18%
0.28%
1 Year
2.91%
2.14%
3 Years
14.27%
10.02%
5 Years
—
13.15%
Since Inception
11.83%
11.46%
Fund Age
4 yrs 11 mo
8 yrs 7 mo
AUM
₹31.01 Cr
₹585.94 Cr
Alpha – 1 Year
−1.81%
2.49%
Alpha – 3 Years
2.18%
1.02%
Information Ratio – 3 Years
0.24
0.18
Volatility – 1 Year
18.67%
16.38%
Volatility – 3 Years
17.11%
14.42%
Beta – 1 Year
0.97
1.00
Beta – 3 Years
0.95
0.96
Sharpe Ratio – 1 Year
-0.04
-0.13
Sharpe Ratio – 3 Years
0.56
0.38
Worst Rolling Year
12.64%
3.37%
Value at Worst Rolling Year
₹1.13 Cr
₹1.03 Cr
Deepest Drawdown
−24.73%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
18.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 65% · M 26% · S 8%
Number of Stocks
26
31
Portfolio P/E
54.84
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 1% / 0%