Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Samvitti-PMS Long Term Growth
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%
7.49%
6 Months
13.18%
27.88%
1 Year
2.91%
29.03%
3 Years
14.27%
18.18%
5 Years
—
15.45%
Since Inception
11.83%
16.74%
Fund Age
4 yrs 11 mo
10 yrs 9 mo
AUM
₹31.01 Cr
₹245.99 Cr
Alpha – 1 Year
−1.81%
24.31%
Alpha – 3 Years
2.18%
6.09%
Information Ratio – 3 Years
0.24
0.49
Volatility – 1 Year
18.67%
21.97%
Volatility – 3 Years
17.11%
17.89%
Beta – 1 Year
0.97
1.05
Beta – 3 Years
0.95
0.93
Sharpe Ratio – 1 Year
-0.04
1.03
Sharpe Ratio – 3 Years
0.56
0.70
Worst Rolling Year
12.64%
1.53%
Value at Worst Rolling Year
₹1.13 Cr
₹1.02 Cr
Deepest Drawdown
−24.73%
−20.27%
Recovery Period
Not yet recovered
205 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 36% · M 27% · S 36%
Number of Stocks
26
44
Portfolio P/E
54.84
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%