Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
Wright Factor Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.12%
10.96%
6 Months
0.78%
14.84%
1 Year
0.49%
16.93%
3 Years
—
—
5 Years
—
—
Since Inception
4.91%
20.33%
Fund Age
2 yrs 3 mo
3 yrs
AUM
₹1.52 Cr
₹214.05 Cr
Alpha – 1 Year
−2.49%
12.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
16.48%
22.29%
Volatility – 3 Years
—
21.03%
Beta – 1 Year
0.92
0.97
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
-0.33
0.57
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−13.58%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 64% · M 1% · S 35%
L 12% · M 21% · S 55%
Number of Stocks
28
25
Portfolio P/E
22.45
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
—
Fixed Fee
2.25% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%