Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Vallum India Discovery
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%
8.27%
6 Months
13.18%
25.28%
1 Year
2.91%
14.17%
3 Years
14.27%
11.84%
5 Years
—
13.19%
Since Inception
11.83%
20.72%
Fund Age
4 yrs 11 mo
5 yrs 11 mo
AUM
₹31.01 Cr
₹1,246.45 Cr
Alpha – 1 Year
−1.81%
9.45%
Alpha – 3 Years
2.18%
−0.25%
Information Ratio – 3 Years
0.24
0.04
Volatility – 1 Year
18.67%
23.38%
Volatility – 3 Years
17.11%
20.74%
Beta – 1 Year
0.97
1.12
Beta – 3 Years
0.95
1.17
Sharpe Ratio – 1 Year
-0.04
0.45
Sharpe Ratio – 3 Years
0.56
0.42
Worst Rolling Year
12.64%
8.63%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−24.73%
−32.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
19.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
—
Number of Stocks
26
—
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%
—
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
—
Fixed Fee
—
1.25% / yr
Performance Fee / Plan
—
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
1% / 0.5% / 0%