Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
Quest Investment Managers – Flagship
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
6.42%
6 Months
0.78%
15.63%
1 Year
0.49%
0.27%
3 Years
—
12.69%
5 Years
—
8.81%
Since Inception
4.91%
15.48%
Fund Age
2 yrs 3 mo
18 yrs 10 mo
AUM
₹1.52 Cr
₹406.27 Cr
Alpha – 1 Year
−2.49%
−4.45%
Alpha – 3 Years
—
0.61%
Information Ratio – 3 Years
—
0.21
Volatility – 1 Year
16.48%
22.89%
Volatility – 3 Years
—
19.09%
Beta – 1 Year
0.92
1.13
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
-0.33
-0.11
Sharpe Ratio – 3 Years
—
0.45
Worst Rolling Year
—
-10.83%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
−13.58%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
91.19%
Median Rolling Year
—
17.32%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 64% · M 1% · S 35%
L 28% · M 26% · S 45%
Number of Stocks
28
29
Portfolio P/E
22.45
38.78
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
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%