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 fund universe.
IME Strategy Rating
Concentrated Mid & Small Cap Strategy : 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.
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 Marvel
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 | 33.8 | 11 | 18.4 | 11.7 |
| S&P BSE 500 TRI | 41.1 | 18.4 | 22.4 | 14.1 |
| Alpha over Broad Mkt BM | -7.3 | -7.4 | -4 | -2.4 |
| Nifty 500 | 40.2 | 17.2 | 21 | |
| Alpha over Category BM | -6.4 | -6.2 | -2.6 |
Performance as of: 30-Sep-24 | Inception Date: 10-Oct-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 Structure | Fee |
|---|---|
| Fixed Fee Structure | 2 |
| Variable Fee Structures | 1.5% fixed + 10% above 7% hurdle |
| Exit Fees | 1yr(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.
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.