Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
WhiteOak Capital Digital Leaders
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
7.88%
6 Months
0.78%
6.39%
1 Year
0.49%
0.37%
3 Years
—
11.18%
5 Years
—
—
Since Inception
4.91%
4.21%
Fund Age
2 yrs 3 mo
4 yrs 6 mo
AUM
₹1.52 Cr
₹59.82 Cr
Alpha – 1 Year
−2.49%
−2.61%
Alpha – 3 Years
—
−0.71%
Information Ratio – 3 Years
—
0.13
Volatility – 1 Year
16.48%
22.91%
Volatility – 3 Years
—
17.96%
Beta – 1 Year
0.92
1.09
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
-0.33
-0.11
Sharpe Ratio – 3 Years
—
0.38
Worst Rolling Year
—
3.87%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−13.58%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.37%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 64% · M 1% · S 35%
L 40% · M 26% · S 33%
Number of Stocks
28
35
Portfolio P/E
22.45
45.30
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%
ICICI Bank Ltd · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%