Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
2.77%
6 Months
0.78%
8.02%
1 Year
0.49%
5.50%
3 Years
—
7.60%
5 Years
—
9.19%
Since Inception
4.91%
14.35%
Fund Age
2 yrs 3 mo
5 yrs 9 mo
AUM
₹1.52 Cr
₹11.85 Cr
Alpha – 1 Year
−2.49%
0.78%
Alpha – 3 Years
—
−4.49%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
16.48%
20.18%
Volatility – 3 Years
—
17.74%
Beta – 1 Year
0.92
1.11
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
-0.33
0.10
Sharpe Ratio – 3 Years
—
0.27
Worst Rolling Year
—
7.60%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−13.58%
−24.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 64% · M 1% · S 35%
—
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%
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
—
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%