Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs SHREE SMART MARKET PLAN
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
SHREE SMART MARKET PLAN
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
1.81%
6 Months
0.78%
1.04%
1 Year
0.49%
0.26%
3 Years
—
5.24%
5 Years
—
—
Since Inception
4.91%
8.72%
Fund Age
2 yrs 3 mo
4 yrs 3 mo
AUM
₹1.52 Cr
₹53.49 Cr
Alpha – 1 Year
−2.49%
0.69%
Alpha – 3 Years
—
−3.33%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.48%
17.93%
Volatility – 3 Years
—
23.60%
Beta – 1 Year
0.92
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.33
0.06
Sharpe Ratio – 3 Years
—
0.67
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.58%
−13.25%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 64% · M 1% · S 35%
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Number of Stocks
28
—
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%
—
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
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Fixed Fee
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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