Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Concept Investwell - Legend Flexi
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Concept Investwell - Legend Flexi
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
0.12%
6 Months
3.88%
0.78%
1 Year
−7.98%
0.49%
3 Years
11.06%
—
5 Years
10.06%
—
Since Inception
11.56%
4.91%
Fund Age
5 yrs 3 mo
2 yrs 3 mo
AUM
₹106.37 Cr
₹1.52 Cr
Alpha – 1 Year
−10.96%
−2.49%
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
16.00%
16.48%
Volatility – 3 Years
17.59%
—
Beta – 1 Year
0.79
0.92
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.78
-0.33
Sharpe Ratio – 3 Years
0.42
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−13.58%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 64% · M 1% · S 35%
Number of Stocks
—
28
Portfolio P/E
—
22.45
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
HDFC Bank Ltd · 8.00%
Axis Bank Ltd · 6.00%
Star Health & Allied Insurance Company Ltd · 5.00%
Mirae Asset Nifty 50 ETF · 5.00%
ITC Ltd · 5.00%
Top Sectors
—
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Fixed Fee
1.00% / yr
2.25% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%