Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Spark - Core & Satellite
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Spark - Core & Satellite
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%
−0.58%
6 Months
13.18%
−7.12%
1 Year
2.91%
0.89%
3 Years
14.27%
8.72%
5 Years
—
12.45%
Since Inception
11.83%
16.65%
Fund Age
4 yrs 11 mo
7 yrs 4 mo
AUM
₹31.01 Cr
₹288.53 Cr
Alpha – 1 Year
−1.81%
1.24%
Alpha – 3 Years
2.18%
−0.28%
Information Ratio – 3 Years
0.24
0.00
Volatility – 1 Year
18.67%
16.11%
Volatility – 3 Years
17.11%
15.05%
Beta – 1 Year
0.97
0.96
Beta – 3 Years
0.95
0.98
Sharpe Ratio – 1 Year
-0.04
-0.20
Sharpe Ratio – 3 Years
0.56
0.28
Worst Rolling Year
12.64%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−24.73%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.60%
—
5-Year Rolling Windows Positive
—
—
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%
NTPC Ltd · 5.00%
State Bank of India · 4.50%
SBI Life Insurance Company Ltd · 4.50%
Kotak Mahindra Bank Ltd · 4.00%
EID Parry (India) Ltd · 4.00%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
—
Fixed Fee
—
1.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%