Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Dynamic vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Dynamic
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.38%
−0.96%
6 Months
7.13%
−5.85%
1 Year
11.04%
1.08%
3 Years
7.66%
1.92%
5 Years
8.70%
1.54%
Since Inception
14.13%
4.73%
Fund Age
6 yrs 10 mo
9 yrs 11 mo
AUM
₹3.45 Cr
₹4.85 Cr
Alpha – 1 Year
8.06%
−8.50%
Alpha – 3 Years
−4.24%
−7.97%
Information Ratio – 3 Years
-0.53
—
Volatility – 1 Year
15.44%
9.90%
Volatility – 3 Years
15.96%
26.17%
Beta – 1 Year
0.84
—
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
0.40
-0.53
Sharpe Ratio – 3 Years
0.20
0.01
Worst Rolling Year
3.12%
2.80%
Value at Worst Rolling Year
₹1.03 Cr
₹1.03 Cr
Deepest Drawdown
−27.30%
−28.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.45%
12.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 36%
—
Number of Stocks
23
—
Portfolio P/E
34.11
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Financial Services · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
—
Fixed Fee
2.25% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%