Concept Investwell Marvel
Concept Investwell PMS | Equity | | PMSIME's View on Concept Investwell Marvel
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 will primarily be drawn from Mid & Small Cap space the balance being fill by Large Cap companies. Marvel is more volatile compared to Legend and is suitable for the experienced investor.
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 has been mixed, with the fund having outperformed & underperformed the bechmark roughly in half the years.
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 Marvel- Investment Strategy
Marvel is a mid-cap strategy that aims to invest in emerging leaders who possess the potential to create substantial wealth by capturing market share and move towards being a near winner. Strong and ethical management are imperative.Trailing Performance
| 1yr | 3yr | 5yr | Since Inception | |
|---|---|---|---|---|
| Concept Investwell Marvel | -10 | 11.7 | 14.4 | 10.2 |
| S&P BSE 500 | -6.6 | 14.7 | 19.2 | 12.8 |
| Alpha over Broad Mkt BM | -3.4 | -3 | -4.8 | -2.6 |
Performance as of: 30-Sep-25 | Inception Date: 10-Oct-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.
