Concept Investwell - Legend
EQUITY LARGE CAP
Typically less volatile and is suitable for first time investors.
+8.35%
3Y annualised returns
+12.89%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
28 Jul '09
Total AUM
₹20.27Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity91.5%
Debt8.5%
Equity market cap split
Large Cap58.0%
Mid Cap20.0%
Small Cap13.5%
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
SMSiddharth MandalaywalaSr. Vice President & Fund Manager, PMSView details
SM
Siddharth Mandalaywala
Sr. Vice President & Fund Manager, PMS
View details
About
Mr. Siddharth Mandalaywala is a Sr. Vice President of Value Addition & Fund Manager of PMS. Working Since 2006.
Experience
Working in the industry since 2006.
PMS house
Concept Investwell Pvt Ltd
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