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Concept Investwell Pvt Ltd

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Concept Investwell Pvt Ltd

Concept Investwell Pvt Ltd

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AUM ₹ 70.32 Cr (As on Feb, 2025)
No. of schemes 5
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About Concept Investwell Pvt Ltd

Concept Investwell Pvt Ltd manages assets worth Rs 70.32 crores. Its current offering of PMS schemes includes 3 Multi Cap, 1 Large Cap and 1 Mid Cap schemes.

Portfolio MANAGERS

Siddharth Mandalaywala
Siddharth Mandalaywala
  • Schemes managed 4
  • Total AUM Undisclosed
  • Highest return in 1 year +5.64 %
Profile

Hemant Desai
Hemant Desai
  • Schemes managed 2
  • Total AUM Undisclosed
  • Highest return in 1 year -3.28 %
Profile

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).

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24
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AMC Details

Address
10/A Union Heights ,Maharana Pratap Road, Rahul Raj Mall Lane,Dumas Road,Surat,Gujarat,India-395007
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PMS Schemes

1M 3M 6M 1Y 3Y 5Y
  • table
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Compare
Legend Flexi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
17 Out of 171
Fixed Fee
2.25%
Scheme Return
-5.92%
Benchmark Return
-3.43%
Concept Investwell - Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
31 Out of 171
Fixed Fee
2.25%
Scheme Return
-7.28%
Benchmark Return
-3.43%
Concept Investwell - Legend
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
LARGE CAP
Category Rank
21 Out of 25
Fixed Fee
2.00%
Scheme Return
-8.56%
Benchmark Return
-3.43%
Elegant
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
74 Out of 171
Fixed Fee
2.25%
Scheme Return
-8.80%
Benchmark Return
-3.43%
Concept Investwell - Marvel
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
7 Out of 23
Fixed Fee
2.00%
Scheme Return
-9.65%
Benchmark Return
-3.43%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
Legend Flexi
17Out of 5
-5.92%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
No Option
2.25%
Concept Investwell - Dynamic
31Out of 5
-7.28%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
7.00%
2.25%
Concept Investwell - Legend
21Out of 5
-8.56%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
7.00%
2.00%
Elegant
74Out of 5
-8.80%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
No Option
2.25%
Concept Investwell - Marvel
7Out of 5
-9.65%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
7.00%
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by Concept Investwell Pvt Ltd ?
The total AUM managed by Concept Investwell Pvt Ltd is ₹70.32 crores
What is the total number of schemes managed by Concept Investwell Pvt Ltd ?
The total number of schemes managed by Concept Investwell Pvt Ltd is 5
What is the best performing PMS scheme of Concept Investwell Pvt Ltd in 1 year ?
The best performing PMS scheme of Concept Investwell Pvt Ltd in 1 year is Concept Investwell - Marvel.
What is the best performing PMS scheme of Concept Investwell Pvt Ltd in 3 years?
The best performing PMS scheme of Concept Investwell Pvt Ltd in 3 years is Concept Investwell - Marvel

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