Special 
| Category | MULTI CAP | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.25% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | No Option | ||
| Profit Sharing | No Option | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 1 years, 4 months |
 Hemant Desai | |||
| 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). |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Bank 8% ETF 21% FMCG 8% Infrastructure 8.5% Power 8% | ||
| Stock Holdings | HDFC Bank Ltd 8% ITC Ltd 8% NTPC Ltd. 4% Reliance Industries Ltd 8% Tata Consultancy Services Ltd 8% |
| Min. Investment | ₹5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 2.00% if redeemed in 0-1 year, 1.00% if redeemed in >1-2 years, 0% thereafter. |
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