Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs White Whale - North Star Portfolio
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
White Whale - North Star 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%
1.86%
6 Months
13.18%
12.33%
1 Year
2.91%
4.88%
3 Years
14.27%
11.50%
5 Years
—
8.05%
Since Inception
11.83%
12.28%
Fund Age
4 yrs 11 mo
5 yrs 9 mo
AUM
₹31.01 Cr
₹65.79 Cr
Alpha – 1 Year
−1.81%
5.23%
Alpha – 3 Years
2.18%
2.50%
Information Ratio – 3 Years
0.24
0.20
Volatility – 1 Year
18.67%
22.05%
Volatility – 3 Years
17.11%
16.19%
Beta – 1 Year
0.97
1.25
Beta – 3 Years
0.95
0.98
Sharpe Ratio – 1 Year
-0.04
0.08
Sharpe Ratio – 3 Years
0.56
0.38
Worst Rolling Year
12.64%
2.51%
Value at Worst Rolling Year
₹1.13 Cr
₹1.03 Cr
Deepest Drawdown
−24.73%
−22.63%
Recovery Period
Not yet recovered
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
10.42%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 46% · M 9% · S 40%
Number of Stocks
26
16
Portfolio P/E
54.84
40.26
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%
Bajaj Finance Ltd · 10.47%
Cartrade Tech Ltd · 9.73%
One 97 Communications Ltd · 7.24%
MAS Financial Services Ltd · 7.03%
Polycab India Ltd · 6.87%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Financial Services · 35.55%
Healthcare · 17.03%
Consumer Services · 15.11%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%