Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs Nuvama Equities eXpansion Target
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
Nuvama Equities eXpansion Target
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
2.94%
6 Months
0.78%
19.15%
1 Year
0.49%
14.85%
3 Years
—
14.64%
5 Years
—
—
Since Inception
4.91%
15.52%
Fund Age
2 yrs 3 mo
3 yrs 3 mo
AUM
₹1.52 Cr
₹213.16 Cr
Alpha – 1 Year
−2.49%
10.13%
Alpha – 3 Years
—
2.55%
Information Ratio – 3 Years
—
0.17
Volatility – 1 Year
16.48%
28.62%
Volatility – 3 Years
—
24.62%
Beta – 1 Year
0.92
1.48
Beta – 3 Years
—
1.33
Sharpe Ratio – 1 Year
-0.33
0.43
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
12.87%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−13.58%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.08%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 64% · M 1% · S 35%
—
Number of Stocks
28
33
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%
—
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
—
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%