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Legend Flexi
Legend Flexi

Legend Flexi

  • Concept Investwell Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 98
    Out of 235*
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Portfolio age1 year, 8 months
4.53%
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 (34%)
Mid Cap (3%)
Large Cap (57%)
Sector Holdings
  • Bank23%
  • Automobile & Ancillaries9%
  • Insurance8%
  • Power7%
  • ETF6%
Stock Holdings
  • HDFC Bank Ltd8%
  • Axis Bank Ltd6%
  • Star Health and Allied Insurance Company Ltd.5%
  • Coal India Ltd.5%
  • Itc Ltd.5%

bt_logoPORTFOLIO MANAGERS

Siddharth Mandalaywala
  • Manager Rank Out of 168
    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
Apr 09, 2024
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

In the Legend Flexi - Our strong focus on corporate governance helps us to reasonably avoid traps. It is suitable for investors who are looking for less volatility alongside not compromising on the upside.

Investment Approach

The strategy looks to buy and hold quality stocks for the ultimate wealth creation. Its a Flexi cap strategy in which we invests in companies with strong corporate governance.

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Legend Flexi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
68 Out of 251
Fixed Fee
2.25%
Scheme Return
4.53%
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 Legend Flexi?
There is no option for Hurdle rate.
What is the fixed fee charged in Legend Flexi ?
The fixed fee charged in Legend Flexi is 2.25%.
What is the variable fee charged in Legend Flexi ?
There is no option for Variable fee.
What is the profit sharing in Legend Flexi ?
There is no option for Profit sharing.
What is the minimum investment in Legend Flexi ?
The minimum investment in Legend Flexi is ₹50 Lacs
What type of scheme is Legend Flexi?
Legend Flexi is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Legend Flexi?
The inception date of Legend Flexi is Apr 09, 2024.
What is the exit load of Legend Flexi?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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