Watch
Often below a prior high
Roughly 65% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Concept Legend Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Concept Investwell Private Limited
Age: 52 months
Trailing return from filed months
- 1Y
- -5.70%
- 3Y
- 3.42%
- 5Y
- Needs 60 months
- CAGR
- 6.99%
- Max DD
- -17.36%
- Calmar
- 0.40
- Track
- 52 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Rolling CAGR (3Y)
9.81%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Total Return
41.31%
Annualised Return
6.99%
Hit Rate
59.62%
Maximum Drawdown
-17.36%
Annualised Volatility
14.56%
Sharpe Ratio
0.63
Sortino Ratio
0.48
Consistency Score
60.8%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 16.15%
- Worst Year Return P
- -5.41%
- Median Annual Return P
- 10.31%
- Average Monthly Return P
- 0.77%
- Geometric Mean Return P
- 0.68%
- Average Drawdown P
- -4.97%
- Median Drawdown P
- -5.05%
- Max Drawdown Duration P
- 23 mo
- Average Drawdown Duration P
- 5 mo
- Return / Max Drawdown P
- 0.40
- Return / Avg Drawdown P
- 1.70
- Ulcer Index P
- 7.12%
- Positive Rolling Periods % P
- 64.71%
- Return Stability Score P
- 23.80
- Return Persistence P
- 0.00
- Worst Rolling 12M Return P
- -9.95%
- Best Rolling 12M Return P
- 30.23%
- Maximum Monthly Loss P
- -9.67%
- Worst 3-Month Period P
- -13.01%
- Worst 6-Month Period P
- -16.96%
- Return Smoothness Index P
- 16.93
- Pain Adjusted Return P
- 1.70%
- Worst Case Investor Entry P
- -9.95%
- Capital Preservation Score P
- 82.64%
- Aggressiveness Score P
- 4.20%
- Recovery Efficiency P
- 0.20
- Downside Volatility R
- 8.89%
- Upside Volatility R
- 8.98%
- Time in Drawdown % R
- 64.71%
- VaR 95% R
- -6.15%
- VaR 99% R
- -9.01%
- CVaR 95% R
- -7.67%
- CVaR 99% R
- -9.67%
- Semi Variance R
- 0.0007
- Volatility of Drawdowns R
- 4.70%
- CAGR per Unit Drawdown R
- 0.49
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -5.41%
- Return Skewness C
- -0.17
- Return Kurtosis C
- 0.25
- Coefficient of Variation C
- 5.48
- Calmar Ratio C
- 0.40
- Sterling Ratio C
- 0.49
- Burke Ratio C
- 0.32
Filings
Month-end SEBI filings. Missing months stay blank.
CONCEPT LEGEND performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has CONCEPT LEGEND performed?
- CONCEPT LEGEND (Concept Investwell Private Limited) shows CAGR 6.99% and max drawdown -17.36% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is CONCEPT LEGEND CAGR / max drawdown?
- CAGR is 6.99%; max drawdown is -17.36%. We only publish CAGR when there are enough months (≥12 on this track of 52 months). Learn more
- Where do CONCEPT LEGEND returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite CONCEPT LEGEND?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more