Concept Investwell Concept Legend

Concept Investwell PMS | Equity | | PMS

IME's View on Concept Investwell Concept Legend

Strategy

Investment Fund

This is not a recommended fund, primarily because the AMC does not meet our selection criteria. We believe that there are better fund houses to invest in, within the Indian fund universe.

Fund's Strategy View

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

Fund Performance

The fund has underperformed peers & is amongst the worst performing schemes in this category in the last 5 year trailing returns. In terms of longer-term annual performance, performance consistency is weak, with the fund having underperformed it's benchmark in more years than having outperformed.

IME's View on Concept Investwell PMS

View on AMC

The 1-star rating of Concept Investwell PMS is primarily driven by the AMC still being sub-scale. Since the firm is still sub-scale, we have not done additional evaluations with regards the AMC Pedigree, Investment Philosophy, Team & Performance.

AMC's Pedigree

AMC Team

Investment Philosophy

Concept Investwell Legend- Investment Strategy

Legend is a large-cap strategy that looks for strong companies in a leadership position in the industry, run by strong management, and are operating in a fairly large industry.

Trailing Performance

	1yr	3yr	5yr	Since Inception
Concept Investwell Concept Legend	-10.8	8.2	13	11.5
S&P BSE 500	-6.6	14.7	19.2	13.3
Alpha over Broad Mkt BM	-4.2	-6.5	-6.2	-1.8
Nifty 50 TRI	-3.5	14.2	18.4
Alpha over Category BM	-7.3	-6	-5.4

Performance as of: 30-Sep-25 | Inception Date: 28-Jul-09 | Performance are post-fees, pre-taxes. Global funds denominated in USD or fund currency.

Investment team

Siddharth Mandalaywala | 3-star rated FM

Fund Manager | 19 yrs at current firm

Siddharth Mandalaywala is an MBA (Finance) with over 20 years of work experience.