Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
Roha Asset Managers - Emerging Champion
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
0.18%
6 Months
0.78%
10.94%
1 Year
0.49%
1.03%
3 Years
—
11.45%
5 Years
—
15.19%
Since Inception
4.91%
27.03%
Fund Age
2 yrs 3 mo
5 yrs 11 mo
AUM
₹1.52 Cr
₹298.71 Cr
Alpha – 1 Year
−2.49%
−3.69%
Alpha – 3 Years
—
−0.64%
Information Ratio – 3 Years
—
-0.04
Volatility – 1 Year
16.48%
27.68%
Volatility – 3 Years
—
23.40%
Beta – 1 Year
0.92
1.45
Beta – 3 Years
—
1.22
Sharpe Ratio – 1 Year
-0.33
-0.03
Sharpe Ratio – 3 Years
—
0.35
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.58%
—
Recovery Period
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 2% · M 2% · S 86%
Number of Stocks
28
36
Portfolio P/E
22.45
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
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%