Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
SBI MF - ESG 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%
2.26%
6 Months
13.18%
18.40%
1 Year
2.91%
9.21%
3 Years
14.27%
13.13%
5 Years
—
13.39%
Since Inception
11.83%
14.83%
Fund Age
4 yrs 11 mo
10 yrs
AUM
₹31.01 Cr
₹666.2 Cr
Alpha – 1 Year
−1.81%
9.64%
Alpha – 3 Years
2.18%
4.56%
Information Ratio – 3 Years
0.24
0.38
Volatility – 1 Year
18.67%
18.95%
Volatility – 3 Years
17.11%
16.01%
Beta – 1 Year
0.97
0.98
Beta – 3 Years
0.95
0.90
Sharpe Ratio – 1 Year
-0.04
0.27
Sharpe Ratio – 3 Years
0.56
0.52
Worst Rolling Year
12.64%
-3.31%
Value at Worst Rolling Year
₹1.13 Cr
₹0.97 Cr
Deepest Drawdown
−24.73%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
100.00%
96.71%
Median Rolling Year
17.60%
17.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 13% · M 17% · S 66%
Number of Stocks
26
—
Portfolio P/E
54.84
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%