Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
Green Portfolio - The Impact ESG Fund
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.12%
−3.33%
6 Months
0.78%
24.60%
1 Year
0.49%
7.56%
3 Years
—
20.98%
5 Years
—
—
Since Inception
4.91%
24.10%
Fund Age
2 yrs 3 mo
4 yrs 4 mo
AUM
₹1.52 Cr
₹3.89 Cr
Alpha – 1 Year
−2.49%
4.58%
Alpha – 3 Years
—
9.08%
Information Ratio – 3 Years
—
0.07
Volatility – 1 Year
16.48%
32.74%
Volatility – 3 Years
—
27.24%
Beta – 1 Year
0.92
1.49
Beta – 3 Years
—
1.30
Sharpe Ratio – 1 Year
-0.33
0.20
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
17.91%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−13.58%
−34.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.17%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 64% · M 1% · S 35%
—
Number of Stocks
28
27
Portfolio P/E
22.45
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
—
Fixed Fee
2.25% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%