Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
9.22%
6 Months
0.78%
9.86%
1 Year
0.49%
32.16%
3 Years
—
19.13%
5 Years
—
12.16%
Since Inception
4.91%
16.12%
Fund Age
2 yrs 3 mo
5 yrs 10 mo
AUM
₹1.52 Cr
₹170.31 Cr
Alpha – 1 Year
−2.49%
27.44%
Alpha – 3 Years
—
7.04%
Information Ratio – 3 Years
—
0.58
Volatility – 1 Year
16.48%
17.07%
Volatility – 3 Years
—
17.73%
Beta – 1 Year
0.92
0.65
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
-0.33
1.42
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
0.71%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−13.58%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
—
99.71%
Median Rolling Year
—
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 64% · M 1% · S 35%
L 11% · M 1% · S 72%
Number of Stocks
28
18
Portfolio P/E
22.45
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%