Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Concept Investwell - Legend Flexi
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Concept Investwell - Legend Flexi
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
0.12%
6 Months
10.60%
0.78%
1 Year
2.51%
0.49%
3 Years
7.68%
—
5 Years
9.38%
—
Since Inception
10.51%
4.91%
Fund Age
9 yrs 6 mo
2 yrs 3 mo
AUM
₹804.15 Cr
₹1.52 Cr
Alpha – 1 Year
2.94%
−2.49%
Alpha – 3 Years
−0.89%
—
Information Ratio – 3 Years
-0.08
—
Volatility – 1 Year
21.76%
16.48%
Volatility – 3 Years
17.30%
—
Beta – 1 Year
1.23
0.92
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
-0.04
-0.33
Sharpe Ratio – 3 Years
0.20
—
Worst Rolling Year
-3.22%
—
Value at Worst Rolling Year
₹0.97 Cr
—
Deepest Drawdown
−26.72%
−13.58%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
—
Median Rolling Year
12.69%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 6% · S 61%
L 64% · M 1% · S 35%
Number of Stocks
42
28
Portfolio P/E
35.23
22.45
Top 5 Holdings
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
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
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%