Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
1.47%
6 Months
13.18%
5.42%
1 Year
2.91%
9.64%
3 Years
14.27%
10.36%
5 Years
—
7.75%
Since Inception
11.83%
11.08%
Fund Age
4 yrs 11 mo
9 yrs 11 mo
AUM
₹31.01 Cr
₹66.05 Cr
Alpha – 1 Year
−1.81%
9.99%
Alpha – 3 Years
2.18%
1.36%
Information Ratio – 3 Years
0.24
0.51
Volatility – 1 Year
18.67%
17.05%
Volatility – 3 Years
17.11%
14.23%
Beta – 1 Year
0.97
1.05
Beta – 3 Years
0.95
1.00
Sharpe Ratio – 1 Year
-0.04
0.31
Sharpe Ratio – 3 Years
0.56
0.40
Worst Rolling Year
12.64%
0.57%
Value at Worst Rolling Year
₹1.13 Cr
₹1.01 Cr
Deepest Drawdown
−24.73%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
17.60%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 84% · M 12%
Number of Stocks
26
23
Portfolio P/E
54.84
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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 · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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