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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 (27 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 22.7 8.1 12.1 12.7
S&P BSE 500 TRI 38.3 20 20 14.4
Alpha over Broad Mkt BM -15.6 -11.9 -7.9 -1.7
Nifty 50 TRI 26.7 16.5 16.7
Alpha over Category BM -4 -8.4 -4.6

Performance as of: 30-Jun-24 | 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

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. The 1-star rating of the AMC 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.

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.