Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Unifi Blended - Rangoli
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%
3.17%
6 Months
13.18%
10.91%
1 Year
2.91%
10.45%
3 Years
14.27%
10.60%
5 Years
—
10.74%
Since Inception
11.83%
18.07%
Fund Age
4 yrs 11 mo
9 yrs 2 mo
AUM
₹31.01 Cr
₹11,464.61 Cr
Alpha – 1 Year
−1.81%
5.73%
Alpha – 3 Years
2.18%
−1.49%
Information Ratio – 3 Years
0.24
-0.11
Volatility – 1 Year
18.67%
18.78%
Volatility – 3 Years
17.11%
16.83%
Beta – 1 Year
0.97
1.04
Beta – 3 Years
0.95
1.02
Sharpe Ratio – 1 Year
-0.04
0.34
Sharpe Ratio – 3 Years
0.56
0.37
Worst Rolling Year
12.64%
4.89%
Value at Worst Rolling Year
₹1.13 Cr
₹1.05 Cr
Deepest Drawdown
−24.73%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 24% · M 11% · S 66%
Number of Stocks
26
—
Portfolio P/E
54.84
21.80
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
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%