Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Right Horizons - Flexi Cap
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%
4.94%
6 Months
13.18%
11.49%
1 Year
2.91%
3.89%
3 Years
14.27%
8.19%
5 Years
—
11.02%
Since Inception
11.83%
10.97%
Fund Age
4 yrs 11 mo
13 yrs 8 mo
AUM
₹31.01 Cr
₹360.51 Cr
Alpha – 1 Year
−1.81%
0.91%
Alpha – 3 Years
2.18%
−3.69%
Information Ratio – 3 Years
0.24
-0.18
Volatility – 1 Year
18.67%
23.04%
Volatility – 3 Years
17.11%
19.34%
Beta – 1 Year
0.97
1.26
Beta – 3 Years
0.95
1.17
Sharpe Ratio – 1 Year
-0.04
0.04
Sharpe Ratio – 3 Years
0.56
0.30
Worst Rolling Year
12.64%
-8.10%
Value at Worst Rolling Year
₹1.13 Cr
₹0.92 Cr
Deepest Drawdown
−24.73%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
17.60%
11.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 38% · M 28% · S 33%
Number of Stocks
26
29
Portfolio P/E
54.84
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%