Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
13.18%
2.17%
1 Year
2.91%
7.07%
3 Years
14.27%
15.12%
5 Years
—
—
Since Inception
11.83%
19.80%
Fund Age
4 yrs 11 mo
7 yrs 3 mo
AUM
₹31.01 Cr
₹7.19 Cr
Alpha – 1 Year
−1.81%
7.50%
Alpha – 3 Years
2.18%
6.56%
Information Ratio – 3 Years
0.24
1.22
Volatility – 1 Year
18.67%
19.38%
Volatility – 3 Years
17.11%
16.31%
Beta – 1 Year
0.97
1.18
Beta – 3 Years
0.95
1.13
Sharpe Ratio – 1 Year
-0.04
0.17
Sharpe Ratio – 3 Years
0.56
0.62
Worst Rolling Year
12.64%
14.31%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−24.73%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
16.29%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 37% · M 30% · S 33%
L 73% · M 25%
Number of Stocks
26
100
Portfolio P/E
54.84
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / –