Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Concept Investwell - Legend Flexi
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite 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
0.11%
0.12%
6 Months
10.76%
0.78%
1 Year
8.14%
0.49%
3 Years
7.76%
—
5 Years
10.03%
—
Since Inception
11.69%
4.91%
Fund Age
6 yrs 8 mo
2 yrs 3 mo
AUM
₹87.23 Cr
₹1.52 Cr
Alpha – 1 Year
8.57%
−2.49%
Alpha – 3 Years
−0.81%
—
Information Ratio – 3 Years
0.02
—
Volatility – 1 Year
23.09%
16.48%
Volatility – 3 Years
18.26%
—
Beta – 1 Year
1.29
0.92
Beta – 3 Years
1.11
—
Sharpe Ratio – 1 Year
0.21
-0.33
Sharpe Ratio – 3 Years
0.22
—
Worst Rolling Year
6.59%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−25.42%
−13.58%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.94%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 1% · S 70%
L 64% · M 1% · S 35%
Number of Stocks
41
28
Portfolio P/E
25.23
22.45
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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%