Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Valtrust equity hybrid funds
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Valtrust equity hybrid funds
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
1.21%
6 Months
13.18%
−0.18%
1 Year
2.91%
13.93%
3 Years
14.27%
17.19%
5 Years
—
—
Since Inception
11.83%
19.70%
Fund Age
4 yrs 11 mo
3 yrs 5 mo
AUM
₹31.01 Cr
₹1.75 Cr
Alpha – 1 Year
−1.81%
9.34%
Alpha – 3 Years
2.18%
7.74%
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
18.67%
11.62%
Volatility – 3 Years
17.11%
9.82%
Beta – 1 Year
0.97
0.83
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.04
0.73
Sharpe Ratio – 3 Years
0.56
1.14
Worst Rolling Year
12.64%
16.78%
Value at Worst Rolling Year
₹1.13 Cr
₹1.17 Cr
Deepest Drawdown
−24.73%
−9.12%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
19.03%
5-Year Rolling Windows Positive
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—
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
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%