Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.12%
1.47%
6 Months
0.78%
5.42%
1 Year
0.49%
9.64%
3 Years
—
10.36%
5 Years
—
7.75%
Since Inception
4.91%
11.08%
Fund Age
2 yrs 3 mo
9 yrs 11 mo
AUM
₹1.52 Cr
₹66.05 Cr
Alpha – 1 Year
−2.49%
9.99%
Alpha – 3 Years
—
1.36%
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
16.48%
17.05%
Volatility – 3 Years
—
14.23%
Beta – 1 Year
0.92
1.05
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-0.33
0.31
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
0.57%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−13.58%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
—
99.96%
Median Rolling Year
—
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 64% · M 1% · S 35%
L 84% · M 12%
Number of Stocks
28
23
Portfolio P/E
22.45
—
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
—
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—