Concept Investwell - Legend Flexi

EQUITY MULTI CAP

A strategy that looks to buy and hold quality stocks for ultimate wealth creation.

+0.49%

1Y annualised returns

+2.98%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

09 Apr '24

Total AUM

₹1.52Cr

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 Cap64.2%

Small Cap35.1%

Mid Cap0.7%

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

PMS house

Concept Investwell Pvt Ltd

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