Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
Tamohara - TRUFFLE
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
8.72%
6 Months
0.78%
28.59%
1 Year
0.49%
28.02%
3 Years
—
18.67%
5 Years
—
17.18%
Since Inception
4.91%
20.03%
Fund Age
2 yrs 3 mo
5 yrs 4 mo
AUM
₹1.52 Cr
₹221.27 Cr
Alpha – 1 Year
−2.49%
28.37%
Alpha – 3 Years
—
9.68%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
16.48%
22.32%
Volatility – 3 Years
—
17.88%
Beta – 1 Year
0.92
1.03
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
-0.33
0.99
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
13.69%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−13.58%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 64% · M 1% · S 35%
L 19% · M 4% · S 74%
Number of Stocks
28
29
Portfolio P/E
22.45
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –