Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Dynamic vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Dynamic
Right Horizons - India Business Leaders
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%
3.11%
6 Months
7.13%
4.12%
1 Year
11.04%
−0.25%
3 Years
7.66%
10.95%
5 Years
8.70%
10.56%
Since Inception
14.13%
10.62%
Fund Age
6 yrs 10 mo
13 yrs 8 mo
AUM
₹3.45 Cr
₹41.22 Cr
Alpha – 1 Year
8.06%
0.18%
Alpha – 3 Years
−4.24%
2.39%
Information Ratio – 3 Years
-0.53
0.52
Volatility – 1 Year
15.44%
20.61%
Volatility – 3 Years
15.96%
17.57%
Beta – 1 Year
0.84
1.24
Beta – 3 Years
0.91
1.19
Sharpe Ratio – 1 Year
0.40
-0.18
Sharpe Ratio – 3 Years
0.20
0.46
Worst Rolling Year
3.12%
-10.52%
Value at Worst Rolling Year
₹1.03 Cr
₹0.89 Cr
Deepest Drawdown
−27.30%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
14.45%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 64% · M 36%
L 70% · M 29%
Number of Stocks
23
25
Portfolio P/E
34.11
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%