Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
−5.12%
6 Months
0.78%
10.94%
1 Year
0.49%
14.16%
3 Years
—
7.74%
5 Years
—
3.22%
Since Inception
4.91%
10.15%
Fund Age
2 yrs 3 mo
7 yrs 2 mo
AUM
₹1.52 Cr
₹34.95 Cr
Alpha – 1 Year
−2.49%
14.51%
Alpha – 3 Years
—
−1.26%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
16.48%
25.75%
Volatility – 3 Years
—
17.58%
Beta – 1 Year
0.92
1.43
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
-0.33
0.43
Sharpe Ratio – 3 Years
—
0.21
Worst Rolling Year
—
-2.37%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
−13.58%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
—
96.22%
Median Rolling Year
—
9.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 64% · M 1% · S 35%
L 41% · M 32% · S 26%
Number of Stocks
28
19
Portfolio P/E
22.45
40.21
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%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%