Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
13.18%
24.02%
1 Year
2.91%
36.06%
3 Years
14.27%
24.43%
5 Years
—
16.10%
Since Inception
11.83%
15.98%
Fund Age
4 yrs 11 mo
14 yrs 10 mo
AUM
₹31.01 Cr
₹214.08 Cr
Alpha – 1 Year
−1.81%
31.34%
Alpha – 3 Years
2.18%
12.34%
Information Ratio – 3 Years
0.24
1.07
Volatility – 1 Year
18.67%
26.85%
Volatility – 3 Years
17.11%
19.70%
Beta – 1 Year
0.97
1.34
Beta – 3 Years
0.95
1.03
Sharpe Ratio – 1 Year
-0.04
1.08
Sharpe Ratio – 3 Years
0.56
0.96
Worst Rolling Year
12.64%
-9.81%
Value at Worst Rolling Year
₹1.13 Cr
₹0.90 Cr
Deepest Drawdown
−24.73%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
17.60%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 40% · M 33% · S 24%
Number of Stocks
26
31
Portfolio P/E
54.84
42.55
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%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%