Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
Magadh - Future Stars
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
3.10%
6 Months
0.78%
4.24%
1 Year
0.49%
17.00%
3 Years
—
21.79%
5 Years
—
20.77%
Since Inception
4.91%
20.65%
Fund Age
2 yrs 3 mo
5 yrs
AUM
₹1.52 Cr
₹88.27 Cr
Alpha – 1 Year
−2.49%
12.28%
Alpha – 3 Years
—
9.70%
Information Ratio – 3 Years
—
1.38
Volatility – 1 Year
16.48%
20.96%
Volatility – 3 Years
—
18.52%
Beta – 1 Year
0.92
1.12
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
-0.33
0.60
Sharpe Ratio – 3 Years
—
1.04
Worst Rolling Year
—
21.72%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
−13.58%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
30.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 64% · M 1% · S 35%
L 19% · M 45% · S 35%
Number of Stocks
28
25
Portfolio P/E
22.45
27.45
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%
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0.5% / 0% / 0%