Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
Karvy Capital - Excel
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
Volatility • 3 yrs deviation
1 Month
0.12%
0.53%
6 Months
0.78%
5.22%
1 Year
0.49%
8.94%
3 Years
—
10.33%
5 Years
—
10.77%
Since Inception
4.91%
10.49%
Fund Age
2 yrs 3 mo
9 yrs 9 mo
AUM
₹1.52 Cr
₹67.62 Cr
Alpha – 1 Year
−2.49%
−0.44%
Alpha – 3 Years
—
0.76%
Information Ratio – 3 Years
—
0.44
Volatility – 1 Year
16.48%
2.31%
Volatility – 3 Years
—
1.38%
Beta – 1 Year
0.92
0.41
Beta – 3 Years
—
0.46
Sharpe Ratio – 1 Year
-0.33
1.46
Sharpe Ratio – 3 Years
—
3.36
Worst Rolling Year
—
9.87%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−13.58%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.78%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 64% · M 1% · S 35%
—
Number of Stocks
28
17
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%
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Others · 99.75%
Government · 0.23%
Fixed Fee
2.25% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%