Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
True-Equity Factor Quant
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%
1.09%
6 Months
13.18%
3.47%
1 Year
2.91%
−3.80%
3 Years
14.27%
11.26%
5 Years
—
—
Since Inception
11.83%
13.40%
Fund Age
4 yrs 11 mo
3 yrs 11 mo
AUM
₹31.01 Cr
₹143.29 Cr
Alpha – 1 Year
−1.81%
−6.78%
Alpha – 3 Years
2.18%
−0.63%
Information Ratio – 3 Years
0.24
-0.10
Volatility – 1 Year
18.67%
15.14%
Volatility – 3 Years
17.11%
16.91%
Beta – 1 Year
0.97
0.83
Beta – 3 Years
0.95
0.99
Sharpe Ratio – 1 Year
-0.04
-0.54
Sharpe Ratio – 3 Years
0.56
0.40
Worst Rolling Year
12.64%
11.18%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−24.73%
−27.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
17.01%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 30% · S 33%
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Number of Stocks
26
50
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
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Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%