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Concept Investwell Marvel

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

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

Type: Flexi Cap | GARP | AUM (5 cr) | Inc Date (10 Oct 2009)

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 26.2 10.8 15.1 11.1
S&P BSE 500 TRI 38.3 20 20 13.8
Alpha over Broad Mkt BM -12.1 -9.2 -4.9 -2.7
Nifty 500 37.3 18.7 18.5
Alpha over Category BM -11.1 -7.9 -3.4

Performance as of: 30-Jun-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 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.