Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
IFM Alphaedge Growth Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.12%
1.32%
6 Months
0.78%
7.54%
1 Year
0.49%
8.20%
3 Years
—
—
5 Years
—
—
Since Inception
4.91%
2.83%
Fund Age
2 yrs 3 mo
14 mo
AUM
₹1.52 Cr
₹18.5 Cr
Alpha – 1 Year
−2.49%
3.48%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.48%
18.53%
Volatility – 3 Years
—
—
Beta – 1 Year
0.92
1.05
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.33
0.23
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.58%
−14.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 64% · M 1% · S 35%
L 47% · M 18% · S 29%
Number of Stocks
28
15
Portfolio P/E
22.45
—
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%
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
2.25% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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