Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Right Horizons - India Business Leaders
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%
3.11%
6 Months
13.18%
4.12%
1 Year
2.91%
−0.25%
3 Years
14.27%
10.95%
5 Years
—
10.56%
Since Inception
11.83%
10.62%
Fund Age
4 yrs 11 mo
13 yrs 8 mo
AUM
₹31.01 Cr
₹41.22 Cr
Alpha – 1 Year
−1.81%
0.18%
Alpha – 3 Years
2.18%
2.39%
Information Ratio – 3 Years
0.24
0.52
Volatility – 1 Year
18.67%
20.61%
Volatility – 3 Years
17.11%
17.57%
Beta – 1 Year
0.97
1.24
Beta – 3 Years
0.95
1.19
Sharpe Ratio – 1 Year
-0.04
-0.18
Sharpe Ratio – 3 Years
0.56
0.46
Worst Rolling Year
12.64%
-10.52%
Value at Worst Rolling Year
₹1.13 Cr
₹0.89 Cr
Deepest Drawdown
−24.73%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
17.60%
12.26%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 37% · M 30% · S 33%
L 70% · M 29%
Number of Stocks
26
25
Portfolio P/E
54.84
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%