Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
Tcg India Investment Opportunities Portfolio
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.12%
4.64%
6 Months
0.78%
20.32%
1 Year
0.49%
29.93%
3 Years
—
—
5 Years
—
—
Since Inception
4.91%
15.24%
Fund Age
2 yrs 3 mo
1 yr 9 mo
AUM
₹1.52 Cr
₹3.17 Cr
Alpha – 1 Year
−2.49%
25.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.48%
24.54%
Volatility – 3 Years
—
—
Beta – 1 Year
0.92
1.19
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.33
0.97
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.58%
−12.48%
Recovery Period
Not yet recovered
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%
L 28% · M 19% · S 50%
Number of Stocks
28
36
Portfolio P/E
22.45
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –