Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
Right Horizons - Perennial
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
−0.19%
6 Months
0.78%
11.46%
1 Year
0.49%
8.21%
3 Years
—
12.09%
5 Years
—
11.81%
Since Inception
4.91%
13.34%
Fund Age
2 yrs 3 mo
5 yrs 3 mo
AUM
₹1.52 Cr
₹34.29 Cr
Alpha – 1 Year
−2.49%
5.23%
Alpha – 3 Years
—
0.21%
Information Ratio – 3 Years
—
0.17
Volatility – 1 Year
16.48%
24.84%
Volatility – 3 Years
—
21.42%
Beta – 1 Year
0.92
1.25
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
-0.33
0.21
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
7.11%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−13.58%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 64% · M 1% · S 35%
L 5% · M 7% · S 69%
Number of Stocks
28
37
Portfolio P/E
22.45
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2.5% / 0% / 0%