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Invesco Challengers

To generate capital appreciation by investing in companies that challenge the status quo through innovative business models, market-share gains, operational excellence, and superior execution capabilities.

Flexi-Cap
BSE 500 TRI
4+ Years
High Risk
GARP Style
10-25 Stocks

Investment Objective

To generate capital appreciation by investing in companies that challenge the status quo through innovative business models, market-share gains, operational excellence, and superior execution capabilities.

Performance Since Inception

Strategy growth vs Benchmark index

SI CAGR
7.50%
Benchmark
8.00%

3-Year CAGR: 13.94% | Estimated EPS Growth: ~22% | ROE Above 16%: 66%

TWRR Basis

Returns Summary

1 YEAR-11.44%
3 YEARS13.94%
4 YEARS8.55%
SINCE INCEPTION7.50%

Portfolio Snapshot

MixLatest
Large Cap
41.3%
Mid Cap
20.5%
Small Cap
33.1%
Cash & Eq
5.1%

Top Sector Allocation

Top Sector: Financials
Financials34%
Consumer Discretionary26.1%
Healthcare9.8%
Consumer Staples9.8%
Communication Services7.7%
Industrials5.9%

Strategy Advantages

  • Market Share Gainers: Focuses on companies actively gaining share from industry leaders.
  • Growth-Oriented Strategy: Targets businesses capable of compounding earnings at a high rate.
  • Innovation Driven: Invests in companies creating new business models and market opportunities.
  • Strong Management Teams: Focus on managements that drive transformation and change.

Investment Philosophy

Unlike traditional strategies that invest in market leaders, the Challengers Portfolio seeks companies that are positioned to become future leaders. The investment framework follows a Growth At Reasonable Price (GARP) philosophy, combining growth potential with valuation discipline.

Improving Market Share

Increasing Profitability

Reinventing Industry Dynamics

Creating New Market Categories

Top 10 Holdings

1
Bharti Airtel Ltd
7.7%
2
Dixon Technologies
6.9%
3
Axis Bank Ltd
5.9%
4
PB Fintech Ltd
5.9%
5
ICICI Bank Ltd
5.6%
6
Mrs. Bectors Food
4.9%
7
TVS Motor Company
4.4%
8
Safari Industries
4.3%
9
KIMS Ltd
3.9%
10
JB Chemicals
3.8%

Ideal Investor Profile

Growth-oriented investors.

High-risk investors.

Investors seeking alpha generation.

Investors looking for emerging market leaders.

Long-term wealth creators.

Investors with a 4+ year horizon.

Disclaimer: Past performance may or may not be sustained in the future. Returns are calculated on a TWRR basis and are not verified by SEBI. Investments are subject to market risks.