Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Wallfort-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Wallfort-Diversified Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.41%
0.44%
6 Months
13.18%
24.87%
1 Year
2.91%
7.81%
3 Years
14.27%
29.92%
5 Years
—
26.50%
Since Inception
11.83%
23.67%
Fund Age
4 yrs 11 mo
5 yrs 9 mo
AUM
₹31.01 Cr
₹607.62 Cr
Alpha – 1 Year
−1.81%
3.09%
Alpha – 3 Years
2.18%
17.83%
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
18.67%
37.31%
Volatility – 3 Years
17.11%
29.20%
Beta – 1 Year
0.97
1.91
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.04
0.22
Sharpe Ratio – 3 Years
0.56
2.38
Worst Rolling Year
12.64%
7.15%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−24.73%
−15.58%
Recovery Period
Not yet recovered
40 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
36.18%
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%
Optiemus Infracom Ltd · 10.22%
Agarwal Industrial Corporation Ltd · 9.15%
Goldiam International Ltd · 8.04%
Eimco Elecon (India) Ltd · 7.56%
Nikhil Adhesives Ltd · 7.48%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
10% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%