Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs Spark - Flexicap
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
Spark - Flexicap
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.12%
−0.91%
6 Months
0.78%
−6.35%
1 Year
0.49%
3.05%
3 Years
—
10.74%
5 Years
—
13.00%
Since Inception
4.91%
14.74%
Fund Age
2 yrs 3 mo
7 yrs 8 mo
AUM
₹1.52 Cr
₹460.92 Cr
Alpha – 1 Year
−2.49%
3.40%
Alpha – 3 Years
—
1.74%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
16.48%
15.87%
Volatility – 3 Years
—
14.99%
Beta – 1 Year
0.92
0.95
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-0.33
-0.07
Sharpe Ratio – 3 Years
—
0.41
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%
—
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%
SBI Life Insurance Company Ltd · 5.00%
Narayana Hrudayalaya Ltd · 4.50%
State Bank of India · 4.50%
ICICI Lombard General Insurance Company Ltd · 4.00%
Kotak Mahindra Bank Ltd · 4.00%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
—
Fixed Fee
2.25% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%