Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Turtle Wealth -Wealth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
4.93%
6 Months
13.18%
2.72%
1 Year
2.91%
22.88%
3 Years
14.27%
20.47%
5 Years
—
15.12%
Since Inception
11.83%
17.02%
Fund Age
4 yrs 11 mo
6 yrs 11 mo
AUM
₹31.01 Cr
₹261.05 Cr
Alpha – 1 Year
−1.81%
18.16%
Alpha – 3 Years
2.18%
8.38%
Information Ratio – 3 Years
0.24
0.98
Volatility – 1 Year
18.67%
17.62%
Volatility – 3 Years
17.11%
15.64%
Beta – 1 Year
0.97
0.83
Beta – 3 Years
0.95
0.87
Sharpe Ratio – 1 Year
-0.04
0.97
Sharpe Ratio – 3 Years
0.56
0.94
Worst Rolling Year
12.64%
7.22%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−24.73%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
19.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 28% · M 19% · S 43%
Number of Stocks
26
18
Portfolio P/E
54.84
63.91
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%
Cash & Cash Equivalent · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%