Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
WhiteOak Capital Research Select Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.12%
2.78%
6 Months
0.78%
1.92%
1 Year
0.49%
0.43%
3 Years
—
—
5 Years
—
—
Since Inception
4.91%
6.17%
Fund Age
2 yrs 3 mo
2 yrs 2 mo
AUM
₹1.52 Cr
₹22.98 Cr
Alpha – 1 Year
−2.49%
−2.55%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.48%
16.90%
Volatility – 3 Years
—
—
Beta – 1 Year
0.92
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.33
-0.22
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.58%
−16.17%
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 61% · M 14% · S 21%
Number of Stocks
28
41
Portfolio P/E
22.45
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%