Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs Electrum - Laureate Portfolio
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
Electrum - Laureate Portfolio
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
2.93%
6 Months
0.78%
27.08%
1 Year
0.49%
22.70%
3 Years
—
18.13%
5 Years
—
21.00%
Since Inception
4.91%
30.05%
Fund Age
2 yrs 3 mo
5 yrs 9 mo
AUM
₹1.52 Cr
₹670.5 Cr
Alpha – 1 Year
−2.49%
17.98%
Alpha – 3 Years
—
6.04%
Information Ratio – 3 Years
—
0.67
Volatility – 1 Year
16.48%
26.20%
Volatility – 3 Years
—
22.70%
Beta – 1 Year
0.92
1.32
Beta – 3 Years
—
1.09
Sharpe Ratio – 1 Year
-0.33
0.70
Sharpe Ratio – 3 Years
—
0.71
Worst Rolling Year
—
15.94%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−13.58%
−31.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 64% · M 1% · S 35%
S 95%
Number of Stocks
28
26
Portfolio P/E
22.45
27.00
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%
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%