Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs Emkay Investments - Indias Golden Decade of Growth
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
Emkay Investments - Indias Golden Decade of Growth
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.12%
2.09%
6 Months
0.78%
11.86%
1 Year
0.49%
5.85%
3 Years
—
—
5 Years
—
—
Since Inception
4.91%
15.00%
Fund Age
2 yrs 3 mo
2 yrs 10 mo
AUM
₹1.52 Cr
₹101.25 Cr
Alpha – 1 Year
−2.49%
1.13%
Alpha – 3 Years
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—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.48%
21.08%
Volatility – 3 Years
—
—
Beta – 1 Year
0.92
1.15
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.33
0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.58%
−17.28%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 64% · M 1% · S 35%
L 39% · M 19% · S 43%
Number of Stocks
28
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Portfolio P/E
22.45
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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%
ICICI Bank Ltd · 0.00%
Eternal Ltd · 0.00%
Nippon Life India Asset Management Ltd · 0.00%
Larsen & Toubro Ltd · 0.00%
Reliance Industries Ltd · 0.00%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
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Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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