Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
2.20%
6 Months
13.18%
6.00%
1 Year
2.91%
4.90%
3 Years
14.27%
18.50%
5 Years
—
—
Since Inception
11.83%
16.60%
Fund Age
4 yrs 11 mo
3 yrs
AUM
₹31.01 Cr
₹209.72 Cr
Alpha – 1 Year
−1.81%
0.20%
Alpha – 3 Years
2.18%
6.40%
Information Ratio – 3 Years
0.24
1.16
Volatility – 1 Year
18.67%
19.79%
Volatility – 3 Years
17.11%
17.07%
Beta – 1 Year
0.97
1.06
Beta – 3 Years
0.95
1.05
Sharpe Ratio – 1 Year
-0.04
0.07
Sharpe Ratio – 3 Years
0.56
0.81
Worst Rolling Year
12.64%
18.52%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−24.73%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
18.77%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 37% · M 30% · S 33%
L 67% · M 33%
Number of Stocks
26
24
Portfolio P/E
54.84
40.00
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 · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%