Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
SageOne - Core Portfolio
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
11.42%
6 Months
0.78%
35.03%
1 Year
0.49%
37.21%
3 Years
—
27.05%
5 Years
—
21.76%
Since Inception
4.91%
19.33%
Fund Age
2 yrs 3 mo
6 yrs 10 mo
AUM
₹1.52 Cr
₹2,975 Cr
Alpha – 1 Year
−2.49%
23.77%
Alpha – 3 Years
—
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
16.48%
18.59%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
0.92
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
-0.33
1.44
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−13.58%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
92.59%
Median Rolling Year
—
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 64% · M 1% · S 35%
—
Number of Stocks
28
14
Portfolio P/E
22.45
25.70
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%
—
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
—
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%