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Concept Investwell - Marvel
Concept Investwell - Marvel

Concept Investwell - Marvel

  • Concept Investwell Pvt Ltd
  • LARGE AND MID CAP
  • 4
    Out of 8*
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Portfolio age15 years, 8 months
2.93%
3.54%
Hurdle Rate**7.00%
Fixed fee2.00%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/05/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0%)
Allocation by Market Cap
Small Cap (42.5%)
Mid Cap (17%)
Large Cap (33.5%)
Sector Holdings
  • Automobile & Ancillaries15.5%
  • Bank14%
  • Insurance10%
  • Finance8%
  • IT7.5%
Stock Holdings
  • HDFC Bank Ltd.10%
  • United Spirits Ltd.6.5%
  • HDFC Life Insurance Co Ltd.6%
  • Syngene International Ltd.6%
  • ICICI Lombard General Insurance Co Ltd.5%

bt_logoPORTFOLIO MANAGERS

Siddharth Mandalaywala
  • Manager Rank7 Out of 11
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr14.03%
Profile

Other Schemes
  • table
  • Grid
Compare
Legend Flexi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
196 Out of 244
Fixed Fee
2.25%
Scheme Return
3.23%
Benchmark Return
3.54%
Concept Investwell - Legend
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
LARGE CAP
Category Rank
17 Out of 26
Fixed Fee
2.00%
Scheme Return
3.01%
Benchmark Return
3.54%
Concept Investwell - Marvel
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
LARGE AND MID CAP
Category Rank
16 Out of 21
Fixed Fee
2.00%
Scheme Return
2.93%
Benchmark Return
3.54%
Concept Investwell - Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
LARGE AND MID CAP
Category Rank
20 Out of 21
Fixed Fee
2.25%
Scheme Return
1.8%
Benchmark Return
3.54%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on May, 2025)
Inception Date
Oct 28, 2009
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
1.50%
Hurdle Rate
7.00%
Profit Sharing
10% Profit sharing above 7% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

To generate steady long term capital appreciation from a Mid Cap biased portfolio by investing in emerging leaders who possess the potential to create substantial wealth over a long time by capturing market share and move towards being a near winner. Strong and ethical management is imperative.

Investment Approach

Investments will primarily be drawn from Mid & Small Cap space the balance being fill by Large Cap companies. Marvel is more volatile compared to Legend and is suitable for experienced investor.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Concept Investwell - Marvel
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
16 Out of 21
Fixed Fee
2.00%
Scheme Return
2.93%
Benchmark Return
3.54%
Samvitti - PMS Long Term Growth
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 21
Fixed Fee
2.50%
Scheme Return
9.07%
Benchmark Return
3.54%
Bluechip
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 21
Fixed Fee
No Option
Scheme Return
6.32%
Benchmark Return
1.92%
Green Lantern - Alpha Fund
AUM (₹ Cr)
₹53.57 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 21
Fixed Fee
No Option
Scheme Return
6.22%
Benchmark Return
3.54%
EquiPoise New India Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 21
Fixed Fee
2.00%
Scheme Return
5.87%
Benchmark Return
3.54%
Ayan Analytics - Price Bridge Upswing
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 21
Fixed Fee
1.35%
Scheme Return
5.72%
Benchmark Return
1.92%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Concept Investwell Pvt Ltd
Concept Investwell Pvt Ltd manages assets worth Rs 77.22 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap, 1 Large Cap and 2 Large And Mid Cap schemes.

AUM (₹ cr)

77.22 (As on May, 2025)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
Compare
Legend Flexi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
196 Out of 244
Fixed Fee
2.25%
Scheme Return
3.23%
Benchmark Return
3.54%
Concept Investwell - Legend
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
LARGE CAP
Category Rank
17 Out of 26
Fixed Fee
2.00%
Scheme Return
3.01%
Benchmark Return
3.54%
Concept Investwell - Marvel
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
LARGE AND MID CAP
Category Rank
16 Out of 21
Fixed Fee
2.00%
Scheme Return
2.93%
Benchmark Return
3.54%
Elegant
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
226 Out of 244
Fixed Fee
2.25%
Scheme Return
1.91%
Benchmark Return
3.54%
Concept Investwell - Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
LARGE AND MID CAP
Category Rank
20 Out of 21
Fixed Fee
2.25%
Scheme Return
1.8%
Benchmark Return
3.54%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Concept Investwell - Marvel?
The hurdle rate of Concept Investwell - Marvel is 7.00%.
What is the fixed fee charged in Concept Investwell - Marvel ?
The fixed fee charged in Concept Investwell - Marvel is 2.00%.
What is the variable fee charged in Concept Investwell - Marvel ?
The variable fee charged in Concept Investwell - Marvel is 1.50%.
What is the profit sharing in Concept Investwell - Marvel ?
The profit sharing in Concept Investwell - Marvel is 10% Profit sharing above 7% Hurdle.
What is the minimum investment in Concept Investwell - Marvel ?
The minimum investment in Concept Investwell - Marvel is ₹50 Lacs
What type of scheme is Concept Investwell - Marvel?
Concept Investwell - Marvel is an scheme. It falls in the LARGE AND MID CAP category.
What is the inception date of Concept Investwell - Marvel?
The inception date of Concept Investwell - Marvel is Oct 28, 2009.
What is the exit load of Concept Investwell - Marvel?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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