Concept Investwell Concept Legend

Scheme Rating

IME Scheme Rating

The Scheme does not meet our selection criteria at this time

Not a recommended 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 mutual fund universe.

IME Strategy Rating

Largecap Focused: 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.

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on Concept Investwell Concept Legend

Type: Large Cap | GARP | AUM ( cr) | Inc Date (28 Jul 2009)

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
Alpha over Broad Mkt BM
Nifty 50 TRI
Alpha over Category BM

Performance as of: 28-Feb-23 | Inception Date: 28-Jul-09

Fund Managers

Siddharth Mandalaywala | 2-star rated FM

Fund Manager | 8 yrs at current firm

Siddharth Mandalaywala is an MBA (Finance) with over 10 years of work experience.

Fee Structure

Fee StructureFee
Fixed Fee Structure2
Variable Fee Structures1.5% fixed + 10% above 7% hurdle
Exit Fees1yr(2%), 2yr (1%)


AMC: Concept Investwell PMS (click link for detailed AMC review)

Not a Recommended AMC: As a sub-scale PMS that is part of a larger business group, Concept Investwell PMS has not yet proven its investment credentials in order to recommend investments. Additionally, in our rating methodology, PMS firms which have discretionary equity assets of less than 100 cr are typically rated as 1-star, since these have not yet reached a level of sustenance scale. Once they cross this key number, we will reevaluate the rating

Concept Investwell PMS does not meet our criteria for PMS AMC Selection at this time. Understand our AMC rating criteria at AMC Rating Criteria or contact us via the LiveChat to learn more.

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Note: PMS AMC & Scheme Reviews and Ratings are based on IME Capital’s Proprietary Review and Rating Methodology (read more here: AMC Rating & Scheme Ratings). These reflect the unbiased views of our central research team, based on our assessment of the investment value of these PMS/AIF strategies for our investors. We follow a highly stringent rating-criteria, where approximately 50% of PMS AMC’s & strategies would be rated 2-star or below (this is not meant to indicate that these funds are not investment-worthy, but that they do not currently fulfill the requirements we focus on for recommending funds to our investors — based on our internal views on the merit of the AMC/strategy relative to peers). Reviews & Ratings are primarily based on research of publicly available information (SEBI disclosures, PMS websites, PMS-aggregation platforms, webinar recording, media interviews etc.) and no explicit consent is required from AMCs for the same. While we endeavour to do further due-diligence via direct interactions with the investment teams of AMCs, this is typically restricted to AMC’s that meet our foundational fund selection criteria (reviews on lower-rated AMCs are often based solely on publicly available information). The views reflected in our Reviews & Ratings, are our independent views and may not be shared by the AMC’s and the investment teams. Please read detailed disclaimer for more.