Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
Equirus Securities - Long Horizon Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
5.54%
6 Months
0.78%
29.52%
1 Year
0.49%
27.35%
3 Years
—
14.30%
5 Years
—
12.28%
Since Inception
4.91%
21.22%
Fund Age
2 yrs 3 mo
9 yrs 10 mo
AUM
₹1.52 Cr
₹374.43 Cr
Alpha – 1 Year
−2.49%
22.63%
Alpha – 3 Years
—
2.21%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
16.48%
28.49%
Volatility – 3 Years
—
24.50%
Beta – 1 Year
0.92
1.39
Beta – 3 Years
—
1.24
Sharpe Ratio – 1 Year
-0.33
0.80
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
-3.89%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−13.58%
−30.92%
Recovery Period
Not yet recovered
484 days
1-Year Rolling Windows Positive
—
98.76%
Median Rolling Year
—
18.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 64% · M 1% · S 35%
M 4% · S 95%
Number of Stocks
28
29
Portfolio P/E
22.45
36.10
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%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
—
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%