Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
13.18%
15.63%
1 Year
2.91%
20.01%
3 Years
14.27%
17.10%
5 Years
—
15.64%
Since Inception
11.83%
13.05%
Fund Age
4 yrs 11 mo
8 yrs 11 mo
AUM
₹31.01 Cr
₹46.46 Cr
Alpha – 1 Year
−1.81%
15.29%
Alpha – 3 Years
2.18%
5.01%
Information Ratio – 3 Years
0.24
0.88
Volatility – 1 Year
18.67%
20.61%
Volatility – 3 Years
17.11%
19.98%
Beta – 1 Year
0.97
0.94
Beta – 3 Years
0.95
1.02
Sharpe Ratio – 1 Year
-0.04
0.73
Sharpe Ratio – 3 Years
0.56
0.85
Worst Rolling Year
12.64%
-3.76%
Value at Worst Rolling Year
₹1.13 Cr
₹0.96 Cr
Deepest Drawdown
−24.73%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
17.60%
19.74%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 27% · M 34% · S 33%
Number of Stocks
26
25
Portfolio P/E
54.84
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
10% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%