Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
NJ - Multicap
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
2.92%
6 Months
0.78%
8.20%
1 Year
0.49%
15.48%
3 Years
—
18.05%
5 Years
—
15.54%
Since Inception
4.91%
14.61%
Fund Age
2 yrs 3 mo
10 yrs 4 mo
AUM
₹1.52 Cr
₹747.6 Cr
Alpha – 1 Year
−2.49%
15.83%
Alpha – 3 Years
—
9.06%
Information Ratio – 3 Years
—
0.72
Volatility – 1 Year
16.48%
18.67%
Volatility – 3 Years
—
21.45%
Beta – 1 Year
0.92
1.12
Beta – 3 Years
—
1.31
Sharpe Ratio – 1 Year
-0.33
0.58
Sharpe Ratio – 3 Years
—
0.64
Worst Rolling Year
—
-13.89%
Value at Worst Rolling Year
—
₹0.86 Cr
Deepest Drawdown
−13.58%
−30.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
77.45%
Median Rolling Year
—
21.11%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 64% · M 1% · S 35%
L 35% · M 50% · S 14%
Number of Stocks
28
25
Portfolio P/E
22.45
31.22
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 · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%