Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.41%
10.15%
6 Months
13.18%
31.39%
1 Year
2.91%
26.01%
3 Years
14.27%
19.28%
5 Years
—
23.67%
Since Inception
11.83%
28.23%
Fund Age
4 yrs 11 mo
5 yrs 4 mo
AUM
₹31.01 Cr
₹483.07 Cr
Alpha – 1 Year
−1.81%
21.29%
Alpha – 3 Years
2.18%
7.19%
Information Ratio – 3 Years
0.24
0.38
Volatility – 1 Year
18.67%
27.77%
Volatility – 3 Years
17.11%
26.19%
Beta – 1 Year
0.97
1.29
Beta – 3 Years
0.95
1.20
Sharpe Ratio – 1 Year
-0.04
0.78
Sharpe Ratio – 3 Years
0.56
0.61
Worst Rolling Year
12.64%
19.29%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−24.73%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 12% · M 6% · S 81%
Number of Stocks
26
63
Portfolio P/E
54.84
62.66
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%
—
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%