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Concept Investwell - Legend
Concept Investwell - Legend

Concept Investwell - Legend

  • Concept Investwell Pvt Ltd
  • Large Cap
  • 22
    Out of 24*
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Portfolio age16 years, 9 months
-9.67%
-11.37%
Hurdle Rate**7.00%
Fixed fee2.00%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/03/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0%)
Allocation by Market Cap
Small Cap (13.5%)
Mid Cap (20%)
Large Cap (58%)
Sector Holdings
  • Bank24%
  • Insurance15%
  • IT10%
  • ETF8.5%
  • Diamond & Jewellery7%
Stock Holdings
  • Infosys Ltd10%
  • HDFC Bank Ltd.8%
  • State Bank of India Ltd7%
  • Axis Bank Ltd.5%
  • ICICI Lombard General Insurance Co Ltd.5%

bt_logoPORTFOLIO MANAGERS

Siddharth Mandalaywala
  • Manager Rank25 Out of 27
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr4.32%
Profile

Other Schemes
  • table
  • Grid
Compare
Legend Flexi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
242 Out of 270
Fixed Fee
2.25%
Scheme Return
8.58%
Benchmark Return
-11.37%
Concept Investwell - Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
Mid AND Large Cap
Category Rank
21 Out of 23
Fixed Fee
2.25%
Scheme Return
7.24%
Benchmark Return
-11.37%
Concept Investwell - Legend
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
Large Cap
Category Rank
31 Out of 31
Fixed Fee
2.00%
Scheme Return
-9.67%
Benchmark Return
-11.37%
Concept Investwell - Marvel
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
Mid AND Large Cap
Category Rank
23 Out of 23
Fixed Fee
2.00%
Scheme Return
-12.84%
Benchmark Return
-11.37%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Mar, 2026)
Inception Date
Jul 28, 2009
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
1.50%
Hurdle Rate
7.00%
Profit Sharing
10.00% Profit sharing above 7.00% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

To generate steady long term capital appreciation from a Large Cap biased portfolio by investing in strong companies with a leadership position in the industry, run by strong managements and are operating in a fairly large industry compared to their size.

Investment Approach

Investments in the portfolio will be primarily drawn from the pool of companies having a market capitalisation of more than 10,000 cr. Legend is typically less volatile and is suitable for first time investors.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Concept Investwell - Legend
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
31 Out of 31
Fixed Fee
2.00%
Scheme Return
-9.67%
Benchmark Return
-11.37%
Tulsian - Tulsian PMS
AUM (₹ Cr)
₹250.00 Cr
Hurdle Rate
0% to 15%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 31
Fixed Fee
No Option
Scheme Return
23.65%
Benchmark Return
-11.3%
Karma Capital - Magnolia
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 31
Fixed Fee
2.00%
Scheme Return
15.86%
Benchmark Return
-11.37%
Omni Emperors
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 31
Fixed Fee
2.50%
Scheme Return
13.09%
Benchmark Return
-11.37%
SCSL - Long Term Value Compounder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 31
Fixed Fee
2.50%
Scheme Return
12.27%
Benchmark Return
-11.3%
Alpha
AUM (₹ Cr)
₹15.19 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 31
Fixed Fee
Upto 2.50%
Scheme Return
11.35%
Benchmark Return
-11.3%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Concept Investwell Pvt Ltd
Concept Investwell Pvt Ltd manages assets worth Rs 68.16 crores. Its current offering of PMS schemes includes 1 Large Cap, 2 Mid And Large Cap and 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

68.16 (As on Mar, 2026)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
Compare
Concept Investwell - Legend
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
Large Cap
Category Rank
4 Out of 31
Fixed Fee
2.00%
Scheme Return
-9.67%
Benchmark Return
-11.37%
Concept Investwell - Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
Mid AND Large Cap
Category Rank
10 Out of 23
Fixed Fee
2.25%
Scheme Return
-10.29%
Benchmark Return
-11.37%
Legend Flexi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
115 Out of 269
Fixed Fee
2.25%
Scheme Return
-10.54%
Benchmark Return
-11.37%
Elegant
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
136 Out of 269
Fixed Fee
2.25%
Scheme Return
-10.85%
Benchmark Return
-11.37%
Concept Investwell - Marvel
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
Mid AND Large Cap
Category Rank
20 Out of 23
Fixed Fee
2.00%
Scheme Return
-12.84%
Benchmark Return
-11.37%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

What is the hurdle rate of Concept Investwell - Legend?
The hurdle rate of Concept Investwell - Legend is 7.00%.
What is the fixed fee charged in Concept Investwell - Legend ?
The fixed fee charged in Concept Investwell - Legend is 2.00%.
What is the variable fee charged in Concept Investwell - Legend ?
The variable fee charged in Concept Investwell - Legend is 1.50%.
What is the profit sharing in Concept Investwell - Legend ?
The profit sharing in Concept Investwell - Legend is 10.00% Profit sharing above 7.00% Hurdle.
What is the minimum investment in Concept Investwell - Legend ?
The minimum investment in Concept Investwell - Legend is ₹50 Lacs
What type of scheme is Concept Investwell - Legend?
Concept Investwell - Legend is an scheme. It falls in the Large Cap category.
What is the inception date of Concept Investwell - Legend?
The inception date of Concept Investwell - Legend is Jul 28, 2009.
What is the exit load of Concept Investwell - Legend?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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