Concept Investwell Concept Legend
Our view on the fund, the AMC, the strategy, the performance & the investment team.
IME's Review of Concept Investwell Concept Legend
| Fund Rating | Strategy Rating | Performance Rating |
|---|---|---|
Upgrade | Upgrade | Upgrade |
View on the 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.
Strategy
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 very weak, with the fund having underperformed it's benchmark in over 80% of calendar years.
Trailing Performance
| 1yr | 3yr | 5yr | Since Inception | |
|---|---|---|---|---|
| Concept Investwell Concept Legend | 2.9 | 10.7 | 8.8 | 11.5 |
| S&P BSE 500 | 6.5 | 15 | 15 | 13.1 |
| Alpha over Broad Mkt BM | -3.6 | -4.3 | -6.2 | -1.6 |
| Nifty 50 | 7.7 | 12.8 | 13.2 | |
| Alpha over Category BM | -4.8 | -2.1 | -4.4 |
Performance as of: 31-Jan-26 | Inception Date: 28-Jul-09 | Performance are post-fees, pre-taxes. Global funds denominated in USD or fund currency.
Investment team
IME's Review of Concept Investwell PMS
| AMC Rating | Pedigree Rating | Team Rating | Philosophy Rating |
|---|---|---|---|
Upgrade | Upgrade | Upgrade | Upgrade |
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.Experience the benefits of working with a 'research-first' investments firm
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