Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
Renaissance - Indianext Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
2.69%
6 Months
0.78%
5.24%
1 Year
0.49%
2.85%
3 Years
—
13.52%
5 Years
—
17.79%
Since Inception
4.91%
13.89%
Fund Age
2 yrs 3 mo
8 yrs 4 mo
AUM
₹1.52 Cr
₹921.15 Cr
Alpha – 1 Year
−2.49%
−1.87%
Alpha – 3 Years
—
1.43%
Information Ratio – 3 Years
—
0.23
Volatility – 1 Year
16.48%
18.02%
Volatility – 3 Years
—
16.70%
Beta – 1 Year
0.92
0.99
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
-0.33
-0.03
Sharpe Ratio – 3 Years
—
0.54
Worst Rolling Year
—
-0.29%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−13.58%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.64%
Median Rolling Year
—
23.46%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 64% · M 1% · S 35%
L 34% · M 28% · S 35%
Number of Stocks
28
35
Portfolio P/E
22.45
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 1% / 0%