Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
13.18%
6.39%
1 Year
2.91%
0.37%
3 Years
14.27%
11.18%
5 Years
—
—
Since Inception
11.83%
4.21%
Fund Age
4 yrs 11 mo
4 yrs 6 mo
AUM
₹31.01 Cr
₹59.82 Cr
Alpha – 1 Year
−1.81%
−2.61%
Alpha – 3 Years
2.18%
−0.71%
Information Ratio – 3 Years
0.24
0.13
Volatility – 1 Year
18.67%
22.91%
Volatility – 3 Years
17.11%
17.96%
Beta – 1 Year
0.97
1.09
Beta – 3 Years
0.95
1.01
Sharpe Ratio – 1 Year
-0.04
-0.11
Sharpe Ratio – 3 Years
0.56
0.38
Worst Rolling Year
12.64%
3.87%
Value at Worst Rolling Year
₹1.13 Cr
₹1.04 Cr
Deepest Drawdown
−24.73%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
12.37%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 30% · S 33%
L 40% · M 26% · S 33%
Number of Stocks
26
35
Portfolio P/E
54.84
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%