Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Sameeksha - Equity Fund
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%
−0.38%
6 Months
13.18%
11.48%
1 Year
2.91%
7.29%
3 Years
14.27%
16.29%
5 Years
—
16.45%
Since Inception
11.83%
20.67%
Fund Age
4 yrs 11 mo
10 yrs 4 mo
AUM
₹31.01 Cr
₹1,333.94 Cr
Alpha – 1 Year
−1.81%
2.57%
Alpha – 3 Years
2.18%
4.20%
Information Ratio – 3 Years
0.24
0.52
Volatility – 1 Year
18.67%
21.33%
Volatility – 3 Years
17.11%
16.22%
Beta – 1 Year
0.97
1.18
Beta – 3 Years
0.95
0.93
Sharpe Ratio – 1 Year
-0.04
0.18
Sharpe Ratio – 3 Years
0.56
0.69
Worst Rolling Year
12.64%
-0.52%
Value at Worst Rolling Year
₹1.13 Cr
₹0.99 Cr
Deepest Drawdown
−24.73%
−19.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
17.60%
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
—
Number of Stocks
26
50
Portfolio P/E
54.84
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
—
Fixed Fee
—
0.05% / yr
Performance Fee / Plan
—
0% of profit
Exit Load (Y1 / Y2 / Y3)
—
3% / 0% / 0%