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Concept Investwell - Legend
Concept Investwell - Legend

Concept Investwell - Legend

  • Concept Investwell Pvt Ltd
  • Large Cap
  • 15
    Out of 20*
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Portfolio age16 years, 4 months
4.54%
4.27%
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 31/10/2025)
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 (10%)
Large Cap (68%)
Sector Holdings
  • Bank24%
  • Insurance15%
  • IT10%
  • ETF8.5%
  • Finance6.5%
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 Rank21 Out of 23
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr1.39%
Profile

Other Schemes
  • table
  • Grid
Compare
Concept Investwell - Legend
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
Large Cap
Category Rank
13 Out of 28
Fixed Fee
2.00%
Scheme Return
4.54%
Benchmark Return
4.27%
Legend Flexi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
67 Out of 251
Fixed Fee
2.25%
Scheme Return
4.53%
Benchmark Return
4.27%
Concept Investwell - Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
Mid AND Large Cap
Category Rank
6 Out of 20
Fixed Fee
2.25%
Scheme Return
4.08%
Benchmark Return
4.27%
Concept Investwell - Marvel
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
Mid AND Large Cap
Category Rank
15 Out of 20
Fixed Fee
2.00%
Scheme Return
1.92%
Benchmark Return
4.27%
*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 Oct, 2025)
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
13 Out of 28
Fixed Fee
2.00%
Scheme Return
4.54%
Benchmark Return
4.27%
IFM Largecap Fund
AUM (₹ Cr)
₹119.83 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 28
Fixed Fee
No Option
Scheme Return
5.92%
Benchmark Return
4.62%
Acepro - Large Cap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 28
Fixed Fee
1.00%
Scheme Return
5.6%
Benchmark Return
4.62%
Nippon India - Absolute Freedom
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 28
Fixed Fee
2.50%
Scheme Return
5.32%
Benchmark Return
4.27%
Accuracap - Alpha10
AUM (₹ Cr)
₹115.89 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 28
Fixed Fee
2.50%
Scheme Return
5.1%
Benchmark Return
4.6%
Sanctum - Indian Olympians
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 28
Fixed Fee
No Option
Scheme Return
5.07%
Benchmark Return
4.62%
*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 78.86 crores. Its current offering of PMS schemes includes 1 Large Cap, 2 Multi Cap And Flexi Cap and 2 Mid And Large Cap schemes.

AUM (₹ cr)

78.86 (As on Oct, 2025)

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
13 Out of 28
Fixed Fee
2.00%
Scheme Return
4.54%
Benchmark Return
4.27%
Legend Flexi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
67 Out of 251
Fixed Fee
2.25%
Scheme Return
4.53%
Benchmark Return
4.27%
Concept Investwell - Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
Mid AND Large Cap
Category Rank
6 Out of 20
Fixed Fee
2.25%
Scheme Return
4.08%
Benchmark Return
4.27%
Elegant
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
111 Out of 251
Fixed Fee
2.25%
Scheme Return
3.86%
Benchmark Return
4.27%
Concept Investwell - Marvel
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
Mid AND Large Cap
Category Rank
15 Out of 20
Fixed Fee
2.00%
Scheme Return
1.92%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

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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