Portfolio Management Services (PMS)Compare Schemes
Amaltas Strategic Opportunities Series 1 vs Concept Investwell - Legend Flexi
Add SchemeGrowth of ₹1 Crore
Amaltas Strategic Opportunities Series 1
Concept Investwell - Legend Flexi
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−4.23%
0.12%
6 Months
27.28%
0.78%
1 Year
43.55%
0.49%
3 Years
—
—
5 Years
—
—
Since Inception
38.04%
4.91%
Fund Age
13 mo
2 yrs 3 mo
AUM
₹5.93 Cr
₹1.52 Cr
Alpha – 1 Year
38.83%
−2.49%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
30.08%
16.48%
Volatility – 3 Years
—
—
Beta – 1 Year
1.47
0.92
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.18
-0.33
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.33%
−13.58%
Recovery Period
Not yet recovered
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
—
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
0.50% / yr
2.25% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%