Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs Northern Arc Credit Opportunities Strategy
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
Northern Arc Credit Opportunities Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.12%
1.23%
6 Months
0.78%
5.08%
1 Year
0.49%
12.24%
3 Years
—
—
5 Years
—
—
Since Inception
4.91%
11.71%
Fund Age
2 yrs 3 mo
2 yrs 7 mo
AUM
₹1.52 Cr
₹6.47 Cr
Alpha – 1 Year
−2.49%
2.34%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.48%
1.78%
Volatility – 3 Years
—
—
Beta – 1 Year
0.92
0.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.33
3.43
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%
—
Number of Stocks
28
1
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%
MIDLAND MICROFIN LIMITED · 52.82%
Spandana Sphoorty Financial Limited · 29.77%
Indel Money Ltd. 11% DB REDEEM 07/10/2026 INR 100000 · 13.05%
Krazybee Services Private Limited · 4.36%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Others · 13.05%
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—