Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
Girik Capital - Multi Cap Growth Equity Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
1.15%
6 Months
0.78%
3.53%
1 Year
0.49%
−0.08%
3 Years
—
14.56%
5 Years
—
12.33%
Since Inception
4.91%
18.88%
Fund Age
2 yrs 3 mo
16 yrs 7 mo
AUM
₹1.52 Cr
₹1,574.57 Cr
Alpha – 1 Year
−2.49%
0.35%
Alpha – 3 Years
—
5.99%
Information Ratio – 3 Years
—
0.72
Volatility – 1 Year
16.48%
16.64%
Volatility – 3 Years
—
15.28%
Beta – 1 Year
0.92
0.97
Beta – 3 Years
—
0.94
Sharpe Ratio – 1 Year
-0.33
-0.25
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
—
-0.31%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−13.58%
−22.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.36%
Median Rolling Year
—
22.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 64% · M 1% · S 35%
L 39% · M 8% · S 47%
Number of Stocks
28
33
Portfolio P/E
22.45
40.75
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%
Bajaj Finance Ltd · 6.08%
Eternal Ltd · 5.50%
Bharat Heavy Electricals Ltd · 4.84%
RBL Bank Ltd · 4.82%
HDFC Asset Management Company Ltd · 4.75%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Fixed Fee
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%