Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
White Oak India Select Equity Portfolio
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%
4.84%
6 Months
13.18%
7.61%
1 Year
2.91%
−0.76%
3 Years
14.27%
11.28%
5 Years
—
9.58%
Since Inception
11.83%
11.67%
Fund Age
4 yrs 11 mo
7 yrs 11 mo
AUM
₹31.01 Cr
₹12.5 Cr
Alpha – 1 Year
−1.81%
−3.74%
Alpha – 3 Years
2.18%
−0.61%
Information Ratio – 3 Years
0.24
-0.06
Volatility – 1 Year
18.67%
20.02%
Volatility – 3 Years
17.11%
16.21%
Beta – 1 Year
0.97
1.05
Beta – 3 Years
0.95
0.91
Sharpe Ratio – 1 Year
-0.04
-0.22
Sharpe Ratio – 3 Years
0.56
0.41
Worst Rolling Year
12.64%
8.66%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−24.73%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 36% · M 30% · S 35%
Number of Stocks
26
15
Portfolio P/E
54.84
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%