Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
ValueQuest - Platinum
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%
2.62%
6 Months
13.18%
20.31%
1 Year
2.91%
5.50%
3 Years
14.27%
14.22%
5 Years
—
16.13%
Since Inception
11.83%
18.70%
Fund Age
4 yrs 11 mo
9 yrs 8 mo
AUM
₹31.01 Cr
₹3,491.64 Cr
Alpha – 1 Year
−1.81%
2.52%
Alpha – 3 Years
2.18%
2.33%
Information Ratio – 3 Years
0.24
0.19
Volatility – 1 Year
18.67%
25.24%
Volatility – 3 Years
17.11%
21.26%
Beta – 1 Year
0.97
1.29
Beta – 3 Years
0.95
1.17
Sharpe Ratio – 1 Year
-0.04
0.11
Sharpe Ratio – 3 Years
0.56
0.48
Worst Rolling Year
12.64%
-9.34%
Value at Worst Rolling Year
₹1.13 Cr
₹0.91 Cr
Deepest Drawdown
−24.73%
−6.25%
Recovery Period
Not yet recovered
13 days
1-Year Rolling Windows Positive
100.00%
93.29%
Median Rolling Year
17.60%
15.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 23% · M 15% · S 57%
Number of Stocks
26
30
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 1% / 1%