Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
ORO-Alpha Value
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.12%
0.44%
6 Months
0.78%
5.47%
1 Year
0.49%
6.35%
3 Years
—
—
5 Years
—
—
Since Inception
4.91%
6.04%
Fund Age
2 yrs 3 mo
3 yrs 8 mo
AUM
₹1.52 Cr
₹1.28 Cr
Alpha – 1 Year
−2.49%
3.37%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.48%
17.26%
Volatility – 3 Years
—
15.80%
Beta – 1 Year
0.92
0.95
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.33
0.12
Sharpe Ratio – 3 Years
—
0.10
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.58%
−17.83%
Recovery Period
Not yet recovered
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%
L 42% · M 17% · S 27%
Number of Stocks
28
24
Portfolio P/E
22.45
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%