Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Dynamic vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Dynamic
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.38%
4.94%
6 Months
7.13%
11.49%
1 Year
11.04%
3.89%
3 Years
7.66%
8.19%
5 Years
8.70%
11.02%
Since Inception
14.13%
10.97%
Fund Age
6 yrs 10 mo
13 yrs 8 mo
AUM
₹3.45 Cr
₹360.51 Cr
Alpha – 1 Year
8.06%
0.91%
Alpha – 3 Years
−4.24%
−3.69%
Information Ratio – 3 Years
-0.53
-0.18
Volatility – 1 Year
15.44%
23.04%
Volatility – 3 Years
15.96%
19.34%
Beta – 1 Year
0.84
1.26
Beta – 3 Years
0.91
1.17
Sharpe Ratio – 1 Year
0.40
0.04
Sharpe Ratio – 3 Years
0.20
0.30
Worst Rolling Year
3.12%
-8.10%
Value at Worst Rolling Year
₹1.03 Cr
₹0.92 Cr
Deepest Drawdown
−27.30%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
14.45%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 36%
L 38% · M 28% · S 33%
Number of Stocks
23
29
Portfolio P/E
34.11
37.17
Top 5 Holdings
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%