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Elegant
Elegant

Elegant

  • Concept Investwell Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 160
    Out of 235*
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Portfolio age2 years, 1 month
3.86%
4.27%
Hurdle Rate**0.00%
Fixed fee2.25%
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 (30.5%)
Mid Cap (3.5%)
Large Cap (60%)
Sector Holdings
  • Finance11%
  • Bank10.5%
  • Crude Oil10.5%
  • FMCG8%
  • IT8%
Stock Holdings
  • HDFC Bank Ltd8%
  • Reliance Industries Ltd8%
  • ITC Ltd8%
  • Tata Consultancy Services Ltd8%
  • Bajaj Holdings & Investment Ltd.8%

bt_logoPORTFOLIO MANAGERS

Hemant Desai
  • Manager Rank Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-2.58%
Profile

Mr. Hemant Desai is the Promoter and Chairman of Concept Investwell Pvt. Ltd. Academically, he is a graduate in Economics and a post-graduate in Business Management with the specialization in Finance. These qualifications are combined well with rich experience of roughly 50 years in Banking, Management Consultancy, Real Estate and Investment Services (25 years in Capital Markets Services).

Other Schemes
  • table
  • Grid
Compare
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%
*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
Nov 01, 2023
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
2.25%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

ELEGANT offers balanced exposure through stable giants and short-term themes. In this strategy, we aim to take advantage of short-term trends expected to play out for return enhancement, while stable businesses help minimize risk

Investment Approach

From the total investment, a minimum of 60% is allocated to quality and stable large caps, and up to 40% is directed towards tactical plays for superior risk-adjusted returns.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Elegant
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
111 Out of 251
Fixed Fee
2.25%
Scheme Return
3.86%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*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 Elegant?
There is no option for Hurdle rate.
What is the fixed fee charged in Elegant ?
The fixed fee charged in Elegant is 2.25%.
What is the variable fee charged in Elegant ?
There is no option for Variable fee.
What is the profit sharing in Elegant ?
There is no option for Profit sharing.
What is the minimum investment in Elegant ?
The minimum investment in Elegant is ₹50 Lacs
What type of scheme is Elegant?
Elegant is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Elegant?
The inception date of Elegant is Nov 01, 2023.
What is the exit load of Elegant?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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