Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
0.48%
6 Months
0.78%
0.17%
1 Year
0.49%
1.53%
3 Years
—
6.30%
5 Years
—
7.16%
Since Inception
4.91%
16.58%
Fund Age
2 yrs 3 mo
6 yrs 6 mo
AUM
₹1.52 Cr
₹182.72 Cr
Alpha – 1 Year
−2.49%
−3.19%
Alpha – 3 Years
—
−5.79%
Information Ratio – 3 Years
—
-1.15
Volatility – 1 Year
16.48%
17.17%
Volatility – 3 Years
—
15.94%
Beta – 1 Year
0.92
0.97
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
-0.33
-0.13
Sharpe Ratio – 3 Years
—
0.13
Worst Rolling Year
—
6.16%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−13.58%
−24.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 64% · M 1% · S 35%
—
Number of Stocks
28
60
Portfolio P/E
22.45
19.43
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%
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
—
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%