PMS · Equity · Multi Cap
Concept Investwell - Legend Flexi
Fund size₹2 Cr
IRRSince inception4.91%
1Y return0.49%
Fund age2 yrs 3 mo
Fund Manager
Growth of₹Cr
Concept Investwell Legend Flexi
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Concept Investwell Legend Flexi | −1.67% | 0.49% | −1.92% | — | — | 4.91% |
| Nifty 500 | −1.07% | 2.98% | 0.42% | — | — | 6.12% |
| Excess over benchmark | −0.60% | −2.49% | −2.34% | — | — | −1.21% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
16.48%
Benchmark approx 15.92%
A standard deviation reflecting historical swings.
Sensitivity
0.92
Beta vs benchmark 1.00 · 8% less reactive
How strongly the scheme moves with the index.
Risk-reward
−0.33
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −13.58%. It has not yet recovered.
Max drawdowns
−13.58%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −13.58% | – | – | – |
| Benchmark | 31 Jul 2025 | 30 Mar 2026 | −14.69% | 242 days | – | – |
Scheme
Peak–
Trough–
Depth−13.58%
Fell over–
Recovered–
Recovery took–
Benchmark
Peak31 Jul 2025
Trough30 Mar 2026
Depth−14.69%
Fell over242 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 1Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
28
P/E ratio
22.45
P/B ratio
3.06
Dividend yield
0.58%
Avg market cap
₹3.26 L Cr
Median market cap
₹74,374 Cr
Asset class
Equity
Market cap
Large cap64.16%
Mid cap0.74%
Small cap35.08%
Cash & others0.02%
As on 31 Jul 2026
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · SimpleFixed Management Fee2.25% / yr
Performance FeeNone
Hurdle RateNot applicable
Exit load 2.00% within 1 year, 1.00% within 2 years, nil after 3 years. Lock-in: Nil.
Let's start a
conversation
conversation
- Compare this PMS against 3,000+ others with our research desk
- Build a long-term portfolio around your goals, not a one-off buy
- Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.