Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Sowilo Multicap Fund
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%
3.12%
6 Months
13.18%
20.18%
1 Year
2.91%
17.30%
3 Years
14.27%
18.32%
5 Years
—
—
Since Inception
11.83%
21.17%
Fund Age
4 yrs 11 mo
3 yrs 2 mo
AUM
₹31.01 Cr
₹171.55 Cr
Alpha – 1 Year
−1.81%
12.58%
Alpha – 3 Years
2.18%
6.23%
Information Ratio – 3 Years
0.24
0.82
Volatility – 1 Year
18.67%
24.39%
Volatility – 3 Years
17.11%
21.61%
Beta – 1 Year
0.97
1.30
Beta – 3 Years
0.95
1.25
Sharpe Ratio – 1 Year
-0.04
0.55
Sharpe Ratio – 3 Years
0.56
0.70
Worst Rolling Year
12.64%
18.30%
Value at Worst Rolling Year
₹1.13 Cr
₹1.18 Cr
Deepest Drawdown
−24.73%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
19.41%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 30% · S 33%
L 4% · M 4% · S 88%
Number of Stocks
26
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
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Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%