Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Unifi APJ 20*
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%
3.07%
6 Months
13.18%
13.63%
1 Year
2.91%
10.76%
3 Years
14.27%
13.00%
5 Years
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13.13%
Since Inception
11.83%
20.07%
Fund Age
4 yrs 11 mo
10 yrs 11 mo
AUM
₹31.01 Cr
₹942.94 Cr
Alpha – 1 Year
−1.81%
6.04%
Alpha – 3 Years
2.18%
0.91%
Information Ratio – 3 Years
0.24
0.27
Volatility – 1 Year
18.67%
18.61%
Volatility – 3 Years
17.11%
17.55%
Beta – 1 Year
0.97
1.02
Beta – 3 Years
0.95
1.01
Sharpe Ratio – 1 Year
-0.04
0.35
Sharpe Ratio – 3 Years
0.56
0.49
Worst Rolling Year
12.64%
-10.32%
Value at Worst Rolling Year
₹1.13 Cr
₹0.90 Cr
Deepest Drawdown
−24.73%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
17.60%
19.87%
5-Year Rolling Windows Positive
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100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 15% · M 3% · S 82%
Number of Stocks
26
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Portfolio P/E
54.84
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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