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Invesco - Challengers
Invesco - Challengers

Invesco - Challengers

  • Invesco Asset Management (I) Pvt Ltd
  • Multi Cap AND Flexi Cap
  • Out of *
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PMS Bazaar
Portfolio age4 years, 11 months
3.49%
2.19%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0%)
Allocation by Market Cap
Small Cap (35.8%)
Mid Cap (23.94%)
Large Cap (38.19%)
Sector Holdings
  • Financials27.04%
  • Consumer Discretionary23.9%
  • HealthCare10.59%
  • Information Technology10.31%
  • Consumer Staples9.22%
Stock Holdings
  • Bharti Airtel Ltd.8.43%
  • ICICI Bank Ltd.7.28%
  • Tvs Motor Company Ltd.6.98%
  • SEDEMAC Mechatronics Ltd.5.03%
  • Aditya Vision Ltd.4.93%

PORTFOLIO MANAGERS

Siddharth Bothra
  • Manager Rank Out of 0
    i
    Rank is based on 3-year return
  • Schemes Managed0
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-Infinity%
Profile

Siddharth has over 2 decades of experience in equity research and asset management. His asset management experience spans both Mutual Funds and Alternative investments. Prior to joining Invesco, he held roles at Motilal Oswal Financial Services Limited (MOFSL), Ambit Investment Advisors, and Alchemy Share and Stocks Pvt. Limited. Siddharth spent over 18 years at MOFSL across institutional equities and asset management where he was a part of the core team that launched the active mutual fund business in 2013. His expertise covers large-cap, mid-cap, flexi-cap, and hybrid funds. Siddharth is an alumnus of the Indian School of Business (ISB), Hyderabad, and also completed an international MBA student exchange semester at the NYU Stern School of Business, New York.

Other Schemes

No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

BT Tv

PEER ANALYSIS

No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Invesco Asset Management (I) Pvt Ltd
Invesco Asset Management (I) Pvt Ltd manages assets worth Rs 10779.42 crores. Its current offering of PMS schemes includes

AUM (₹ cr)

10,779.42 (As on Jul, 2026)

Number of Schemes

0
Schemes From This AMC

No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Invesco - Challengers?
There is no option for Hurdle rate.
What is the fixed fee charged in Invesco - Challengers ?
The fixed fee charged in Invesco - Challengers is 2.50%.
What is the variable fee charged in Invesco - Challengers ?
There is no option for Variable fee.
What is the profit sharing in Invesco - Challengers ?
There is no option for Profit sharing.
What is the minimum investment in Invesco - Challengers ?
The minimum investment in Invesco - Challengers is ₹50 Lacs
What type of scheme is Invesco - Challengers?
Invesco - Challengers is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Invesco - Challengers?
The inception date of Invesco - Challengers is Sep 30, 2021.
What is the exit load of Invesco - Challengers?
Exit load is 1.00% if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.