Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Right Horizons - All Seasons
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%
1.32%
6 Months
13.18%
3.83%
1 Year
2.91%
9.77%
3 Years
14.27%
13.19%
5 Years
—
12.01%
Since Inception
11.83%
14.38%
Fund Age
4 yrs 11 mo
6 yrs 8 mo
AUM
₹31.01 Cr
₹42.66 Cr
Alpha – 1 Year
−1.81%
3.80%
Alpha – 3 Years
2.18%
2.30%
Information Ratio – 3 Years
0.24
0.23
Volatility – 1 Year
18.67%
15.84%
Volatility – 3 Years
17.11%
12.64%
Beta – 1 Year
0.97
1.56
Beta – 3 Years
0.95
1.48
Sharpe Ratio – 1 Year
-0.04
0.32
Sharpe Ratio – 3 Years
0.56
0.70
Worst Rolling Year
12.64%
9.09%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−24.73%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
15.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 37% · M 21% · S 27%
Number of Stocks
26
16
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%