Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
Karma Capital Lotus
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
2.20%
6 Months
0.78%
9.70%
1 Year
0.49%
10.00%
3 Years
—
17.10%
5 Years
—
—
Since Inception
4.91%
23.10%
Fund Age
2 yrs 3 mo
3 yrs 6 mo
AUM
₹1.52 Cr
₹24.16 Cr
Alpha – 1 Year
−2.49%
5.30%
Alpha – 3 Years
—
5.00%
Information Ratio – 3 Years
—
0.96
Volatility – 1 Year
16.48%
16.88%
Volatility – 3 Years
—
15.62%
Beta – 1 Year
0.92
0.95
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
-0.33
0.34
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
16.97%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−13.58%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.82%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 64% · M 1% · S 35%
L 16% · M 17% · S 63%
Number of Stocks
28
—
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%
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
—
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –