Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
SVAN Velocity
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
3.40%
6 Months
0.78%
21.77%
1 Year
0.49%
16.05%
3 Years
—
23.24%
5 Years
—
—
Since Inception
4.91%
24.82%
Fund Age
2 yrs 3 mo
3 yrs 1 mo
AUM
₹1.52 Cr
₹415.03 Cr
Alpha – 1 Year
−2.49%
11.33%
Alpha – 3 Years
—
11.15%
Information Ratio – 3 Years
—
0.72
Volatility – 1 Year
16.48%
25.50%
Volatility – 3 Years
—
24.35%
Beta – 1 Year
0.92
1.34
Beta – 3 Years
—
1.27
Sharpe Ratio – 1 Year
-0.33
0.50
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
23.24%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−13.58%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.73%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 64% · M 1% · S 35%
M 2% · S 95%
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
—
Fixed Fee
2.25% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / – / –