Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Concept Investwell - Legend Flexi
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Concept Investwell - Legend Flexi
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.61%
0.12%
6 Months
4.03%
0.78%
1 Year
4.49%
0.49%
3 Years
14.35%
—
5 Years
—
—
Since Inception
16.62%
4.91%
Fund Age
4 yrs
2 yrs 3 mo
AUM
₹303 Cr
₹1.52 Cr
Alpha – 1 Year
4.92%
−2.49%
Alpha – 3 Years
5.78%
—
Information Ratio – 3 Years
1.15
—
Volatility – 1 Year
16.32%
16.48%
Volatility – 3 Years
14.15%
—
Beta – 1 Year
0.98
0.92
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
0.01
-0.33
Sharpe Ratio – 3 Years
0.64
—
Worst Rolling Year
14.36%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−16.17%
−13.58%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.76%
—
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
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%