Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
2.20%
6 Months
0.78%
6.00%
1 Year
0.49%
4.90%
3 Years
—
18.50%
5 Years
—
—
Since Inception
4.91%
16.60%
Fund Age
2 yrs 3 mo
3 yrs
AUM
₹1.52 Cr
₹209.72 Cr
Alpha – 1 Year
−2.49%
0.20%
Alpha – 3 Years
—
6.40%
Information Ratio – 3 Years
—
1.16
Volatility – 1 Year
16.48%
19.79%
Volatility – 3 Years
—
17.07%
Beta – 1 Year
0.92
1.06
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
-0.33
0.07
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
18.52%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−13.58%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.77%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 64% · M 1% · S 35%
L 67% · M 33%
Number of Stocks
28
24
Portfolio P/E
22.45
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%