Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
WhiteOak Capital Business Leaders
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%
3.42%
6 Months
13.18%
2.89%
1 Year
2.91%
2.59%
3 Years
14.27%
10.39%
5 Years
—
8.86%
Since Inception
11.83%
11.13%
Fund Age
4 yrs 11 mo
5 yrs 6 mo
AUM
₹31.01 Cr
₹63.54 Cr
Alpha – 1 Year
−1.81%
−0.39%
Alpha – 3 Years
2.18%
−1.50%
Information Ratio – 3 Years
0.24
-0.34
Volatility – 1 Year
18.67%
16.68%
Volatility – 3 Years
17.11%
13.79%
Beta – 1 Year
0.97
0.95
Beta – 3 Years
0.95
0.88
Sharpe Ratio – 1 Year
-0.04
-0.09
Sharpe Ratio – 3 Years
0.56
0.40
Worst Rolling Year
12.64%
6.98%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−24.73%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 69% · M 25% · S 5%
Number of Stocks
26
40
Portfolio P/E
54.84
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%