Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
3.29%
6 Months
13.18%
14.68%
1 Year
2.91%
11.65%
3 Years
14.27%
7.09%
5 Years
—
8.41%
Since Inception
11.83%
10.45%
Fund Age
4 yrs 11 mo
10 yrs 5 mo
AUM
₹31.01 Cr
₹24.48 Cr
Alpha – 1 Year
−1.81%
12.00%
Alpha – 3 Years
2.18%
−1.90%
Information Ratio – 3 Years
0.24
-0.12
Volatility – 1 Year
18.67%
20.48%
Volatility – 3 Years
17.11%
16.32%
Beta – 1 Year
0.97
1.11
Beta – 3 Years
0.95
1.00
Sharpe Ratio – 1 Year
-0.04
0.36
Sharpe Ratio – 3 Years
0.56
0.15
Worst Rolling Year
12.64%
-5.06%
Value at Worst Rolling Year
₹1.13 Cr
₹0.95 Cr
Deepest Drawdown
−24.73%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
17.60%
9.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 41% · M 5% · S 35%
Number of Stocks
26
31
Portfolio P/E
54.84
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –