Concept Investwell - Elegant
EQUITY MULTI CAP
From the total investment, a minimum of 60% is allocated to quality and stable large caps, and up to 40% is directed towards tactical plays for superior risk-adjusted returns.
-15.17%
1Y annualised returns
-3.12%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
01 Nov '23
Total AUM
₹1.10Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity100.0%
Equity market cap split
Large Cap52.0%
Small Cap21.5%
Mid Cap12.0%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
2.00%
PMS management
HDHemant DesaiPromoter and Chairman, Concept Investwell Pvt. Ltd.View details
HD
Hemant Desai
Promoter and Chairman, Concept Investwell Pvt. Ltd.
View details
About
Mr. Hemant Desai is the Promoter and Chairman of Concept Investwell Pvt. Ltd. Academically, he is a graduate in Economics and a post-graduate in Business Management with the specialization in Finance. These qualifications are combined well with rich experience of roughly 50 years in Banking, Management Consultancy, Real Estate and Investment Services (25 years in Capital Markets Services).
Experience
Roughly 50 years in banking, management consultancy, and investment, including 25 years in capital markets.
Investment philosophy
Specialization in finance with a background in economics and business management.
PMS house
Concept Investwell Pvt Ltd
Get W app
Scan QR to download
Explore PMS and other investment products
Track your net worth in one place
Get detailed analysis on your investments