Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
SageOne - Smallcap Portfolio
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%
0.91%
6 Months
13.18%
22.17%
1 Year
2.91%
13.49%
3 Years
14.27%
12.21%
5 Years
—
11.23%
Since Inception
11.83%
22.14%
Fund Age
4 yrs 11 mo
7 yrs 4 mo
AUM
₹31.01 Cr
₹1,280.4 Cr
Alpha – 1 Year
−1.81%
8.77%
Alpha – 3 Years
2.18%
0.12%
Information Ratio – 3 Years
0.24
0.01
Volatility – 1 Year
18.67%
24.60%
Volatility – 3 Years
17.11%
22.41%
Beta – 1 Year
0.97
1.20
Beta – 3 Years
0.95
1.15
Sharpe Ratio – 1 Year
-0.04
0.41
Sharpe Ratio – 3 Years
0.56
0.39
Worst Rolling Year
12.64%
4.49%
Value at Worst Rolling Year
₹1.13 Cr
₹1.04 Cr
Deepest Drawdown
−24.73%
−26.42%
Recovery Period
Not yet recovered
479 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
19.05%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
S 100%
Number of Stocks
26
18
Portfolio P/E
54.84
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%