Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
3.26%
6 Months
13.18%
4.03%
1 Year
2.91%
0.70%
3 Years
14.27%
10.01%
5 Years
—
8.40%
Since Inception
11.83%
14.84%
Fund Age
4 yrs 11 mo
7 yrs 10 mo
AUM
₹31.01 Cr
₹2,937.84 Cr
Alpha – 1 Year
−1.81%
−2.28%
Alpha – 3 Years
2.18%
−1.88%
Information Ratio – 3 Years
0.24
-0.37
Volatility – 1 Year
18.67%
17.90%
Volatility – 3 Years
17.11%
14.65%
Beta – 1 Year
0.97
1.00
Beta – 3 Years
0.95
0.93
Sharpe Ratio – 1 Year
-0.04
-0.18
Sharpe Ratio – 3 Years
0.56
0.35
Worst Rolling Year
12.64%
7.25%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−24.73%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
15.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 58% · M 15% · S 26%
Number of Stocks
26
71
Portfolio P/E
54.84
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%