Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Shepherds Hill - Value Magno
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Shepherds Hill - Value Magno
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%
0.15%
6 Months
13.18%
5.44%
1 Year
2.91%
6.80%
3 Years
14.27%
17.32%
5 Years
—
18.10%
Since Inception
11.83%
16.54%
Fund Age
4 yrs 11 mo
11 yrs 1 mo
AUM
₹31.01 Cr
₹120.51 Cr
Alpha – 1 Year
−1.81%
3.04%
Alpha – 3 Years
2.18%
6.42%
Information Ratio – 3 Years
0.24
0.53
Volatility – 1 Year
18.67%
13.99%
Volatility – 3 Years
17.11%
15.09%
Beta – 1 Year
0.97
0.76
Beta – 3 Years
0.95
0.68
Sharpe Ratio – 1 Year
-0.04
0.16
Sharpe Ratio – 3 Years
0.56
0.86
Worst Rolling Year
12.64%
-18.71%
Value at Worst Rolling Year
₹1.13 Cr
₹0.81 Cr
Deepest Drawdown
−24.73%
−12.53%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
77.50%
Median Rolling Year
17.60%
19.23%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 30% · S 33%
L 15% · M 5% · S 66%
Number of Stocks
26
16
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%
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Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
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Fixed Fee
—
—
Performance Fee / Plan
—
22% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%