Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.12%
−0.53%
6 Months
0.78%
0.57%
1 Year
0.49%
—
3 Years
—
—
5 Years
—
—
Since Inception
4.91%
2.03%
Fund Age
2 yrs 3 mo
7 mo
AUM
₹1.52 Cr
₹0.29 Cr
Alpha – 1 Year
−2.49%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.48%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.92
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.33
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.58%
—
Recovery Period
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 17% · M 21% · S 6%
Number of Stocks
28
20
Portfolio P/E
22.45
15.87
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%
Vedanta Iron & Steel Ltd · 8.22%
Nippon India ETF Hang Seng BeES · 7.87%
Knowledge Realty Trust · 7.21%
IndiGrid Infrastructure Trust · 6.79%
Nippon India Silver ETF · 6.53%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Others · 23.38%
Oil, Gas & Consumable Fuels · 16.98%
Realty · 13.45%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%