Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs IFM Flexicap Growth Fund
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
IFM Flexicap Growth Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.12%
1.96%
6 Months
0.78%
11.95%
1 Year
0.49%
7.86%
3 Years
—
—
5 Years
—
—
Since Inception
4.91%
0.34%
Fund Age
2 yrs 3 mo
13 mo
AUM
₹1.52 Cr
₹18.23 Cr
Alpha – 1 Year
−2.49%
3.14%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.48%
25.09%
Volatility – 3 Years
—
—
Beta – 1 Year
0.92
1.36
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.33
0.20
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.58%
−18.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 64% · M 1% · S 35%
L 48% · M 3% · S 35%
Number of Stocks
28
13
Portfolio P/E
22.45
14.34
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%
Hindustan Zinc Ltd · 10.66%
Aditya Birla Sun Life AMC Ltd · 10.61%
Punjab National Bank · 10.46%
Mahindra & Mahindra Ltd · 9.56%
State Bank of India · 9.31%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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