PMS · Equity · Large Cap
Concept Investwell - Legend
Fund size₹20 Cr
Alpha (3Y)−2.47%
3Y return8.35%
Fund age16 yrs 8 mo
Fund Manager
Growth of₹Cr
Concept Investwell Legend
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Concept Investwell Legend | −9.34% | −1.47% | 0.47% | 8.35% | 5.39% | 10.77% |
| Nifty 500 | −13.88% | −3.12% | 1.32% | 12.89% | 11.75% | 12.19% |
| Excess over benchmark | 4.54% | 1.65% | −0.85% | −4.54% | −6.36% | −1.42% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Mar 2026.
Risk : What you take on to earn the return
Volatility
13.53%
Benchmark approx 14.33%
A standard deviation reflecting historical swings.
Sensitivity
0.85
Beta vs benchmark 1.00 · 15% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.21
Sharpe
Excess return gained per unit of volatility.
Capture ratio
82 / 89
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −19.55% from its 26 Sep 2024 peak to a 04 Mar 2025 trough. It has not yet recovered.
Max drawdowns
−19.55%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 26 Sep 2024 | 04 Mar 2025 | −19.55% | 159 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak26 Sep 2024
Trough04 Mar 2025
Depth−19.55%
Fell over159 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Mar 2026
Portfolio Details : Where the money actually sits
Stocks
20
P/E ratio
23.85
P/B ratio
3.27
Dividend yield
0.65%
Avg market cap
₹3.33 L Cr
Median market cap
₹1.78 L Cr
Asset class
Equity
Market cap
Large cap58.00%
Mid cap20.00%
Small cap13.50%
Cash & others8.50%
As on 31 Mar 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 12.00% gross return.
FixedPlan A · SimpleFixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.50% / yr
Performance Fee10% of profit
Hurdle RateAbove 7%
Exit load 2.00% within 1 year, 1.00% within 2 years, nil after 3 years. Lock-in: Nil.
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