Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.41%
−0.96%
6 Months
13.18%
−5.85%
1 Year
2.91%
1.08%
3 Years
14.27%
1.92%
5 Years
—
1.54%
Since Inception
11.83%
4.73%
Fund Age
4 yrs 11 mo
9 yrs 11 mo
AUM
₹31.01 Cr
₹4.85 Cr
Alpha – 1 Year
−1.81%
−8.50%
Alpha – 3 Years
2.18%
−7.97%
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
18.67%
9.90%
Volatility – 3 Years
17.11%
26.17%
Beta – 1 Year
0.97
—
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.04
-0.53
Sharpe Ratio – 3 Years
0.56
0.01
Worst Rolling Year
12.64%
2.80%
Value at Worst Rolling Year
₹1.13 Cr
₹1.03 Cr
Deepest Drawdown
−24.73%
−28.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
12.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%