Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
7.67%
6 Months
13.18%
27.70%
1 Year
2.91%
47.52%
3 Years
14.27%
23.98%
5 Years
—
15.87%
Since Inception
11.83%
18.55%
Fund Age
4 yrs 11 mo
16 yrs 2 mo
AUM
₹31.01 Cr
₹1,022.92 Cr
Alpha – 1 Year
−1.81%
42.80%
Alpha – 3 Years
2.18%
11.89%
Information Ratio – 3 Years
0.24
1.12
Volatility – 1 Year
18.67%
28.29%
Volatility – 3 Years
17.11%
20.76%
Beta – 1 Year
0.97
1.36
Beta – 3 Years
0.95
1.07
Sharpe Ratio – 1 Year
-0.04
1.33
Sharpe Ratio – 3 Years
0.56
0.99
Worst Rolling Year
12.64%
-4.58%
Value at Worst Rolling Year
₹1.13 Cr
₹0.95 Cr
Deepest Drawdown
−24.73%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
17.60%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 22% · M 32% · S 42%
Number of Stocks
26
26
Portfolio P/E
54.84
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%