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Legend Flexi

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Legend Flexi

Legend Flexi

  • Concept Investwell Pvt Ltd
  • MULTI CAP
  • 58
    Out of 172*
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Portfolio age 0 years, 11 months
-2.88%
-3.43%
Hurdle Rate** 0.00%
Fixed fee 2.25%
Min. Investment ₹50 Lac
*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

TRAILING PERFORMANCE

(As on 31/01/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (96%)
OTHERS (4%)
Allocation by Market Cap
Small Cap (38%)
Large Cap (52%)
Mid Cap (6%)
Sector Holdings
  • Bank 20.00%
  • IT 10.00%
  • Automobile & Ancillaries 9.00%
  • Insurance 8.00%
  • Power 7.00%
Stock Holdings
  • HDFC Bank Ltd 8.00%
  • Axis Bank Ltd 6.00%
  • United Spirits Ltd 5.00%
  • ITC Ltd 5.00%
  • Star Health and Allied Insurance Company Ltd 5.00%

PORTFOLIO MANAGERS

Siddharth Mandalaywala
  • Manager Rank Out of 134
    i
    Rank is based on 3-year return
  • Schemes Managed 4
  • Total AUM Undisclosed
  • Highest Return In 1 Yr 16.94%
Other Schemes
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Legend Flexi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
17 Out of 175
Fixed Fee
2.25%
Scheme Return
-2.88%
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
12 Out of 26
Fixed Fee
2.00%
Scheme Return
-3.43%
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
2 Out of 23
Fixed Fee
2.00%
Scheme Return
-3.89%
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
140 Out of 175
Fixed Fee
2.25%
Scheme Return
-9.74%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
Legend Flexi
1Out of 4
-2.88%
-3.43%
S&P BSE 500 TRI
MULTI CAP
₹UNDISC. Cr.
Concept Investwell - Legend
1Out of 4
-3.43%
-3.43%
S&P BSE 500 TRI
LARGE CAP
₹UNDISC. Cr.
Concept Investwell - Marvel
1Out of 4
-3.89%
-3.43%
S&P BSE 500 TRI
MID CAP
₹UNDISC. Cr.
Concept Investwell - Dynamic
1Out of 4
-9.74%
-3.43%
S&P BSE 500 TRI
MULTI CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FUND SUMMARY

AUM (₹ Cr)
UNDISC. (As on Jan, 2025)
Inception Date
Apr 9, 2024
Min. Investment
₹50 Lac
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.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

Fee Structure

Fixed Fee
2.25%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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Investment Philosophy

Objective

To generate steady long term capital appreciation from a Dynamic (Human + AI) portfolio by investing in fundamentally strong companies from the BSE200. This portfolio aims at minimizing downside risk.

Investment Approach

This portfolio is rebalanced and restructured every 3 months as per the inputs given by the AI.

CALCULATORS

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PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
Legend Flexi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
17 Out of 175
Fixed Fee
2.25%
Scheme Return
-2.88%
Benchmark Return
-3.43%
Invasset - Growth Pro Max
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0% or 10%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 175
Fixed Fee
No Option
Scheme Return
1.10%
Benchmark Return
-3.43%
Maxiom PMS - EMERALD
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 175
Fixed Fee
2.50%
Scheme Return
0.09%
Benchmark Return
-0.45%
Qode All Weather
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 175
Fixed Fee
No Option
Scheme Return
-0.18%
Benchmark Return
-3.49%
2Point2 Capital - Long Term Value Fund
AUM (₹ Cr)
1295.44
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 175
Fixed Fee
1.50%
Scheme Return
-0.19%
Benchmark Return
-3.43%
Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 175
Fixed Fee
1.25%
Scheme Return
-0.39%
Benchmark Return
-0.45%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
Legend Flexi
1Out of 175
-2.88%
-3.43%
S&P BSE 500 TRI
MULTI CAP
No Option
₹UNDISC. Cr.
Invasset - Growth Pro Max
1Out of 175
1.10%
-3.43%
S&P BSE 500 TRI
MULTI CAP
0% or 10%
₹UNDISC. Cr.
Maxiom PMS - EMERALD
1Out of 175
0.09%
-0.45%
Nifty 50 TRI
MULTI CAP
6% or 25%
₹UNDISC. Cr.
Qode All Weather
1Out of 175
-0.18%
-3.49%
S&P BSE 500 TRI
MULTI CAP
10%
₹UNDISC. Cr.
2Point2 Capital - Long Term Value Fund
1Out of 175
-0.19%
-3.43%
S&P BSE 500 TRI
MULTI CAP
10.00%
₹1295.44 Cr.
Dynamic
1Out of 175
-0.39%
-0.45%
Nifty 50 TRI
MULTI CAP
0.00%
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

Concept Investwell Pvt Ltd
Concept Investwell Pvt Ltd manages assets worth Rs 77.68 crores. Its current offering of PMS schemes includes 3 Multi Cap, 1 Large Cap and 1 Mid Cap schemes.

AUM (₹ cr)

77.68 (As on Jan, 2025)

Number of Schemes

5
Schemes From This AMC
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Elegant
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
12 Out of 175
Fixed Fee
2.25%
Strategy Return
-2.56%
Benchmark Return
-3.43%
Legend Flexi
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
17 Out of 175
Fixed Fee
2.25%
Strategy Return
-2.88%
Benchmark Return
-3.43%
Concept Investwell - Legend
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
LARGE CAP
Category Rank
12 Out of 26
Fixed Fee
2.00%
Strategy Return
-3.43%
Benchmark Return
-3.43%
Concept Investwell - Marvel
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
2 Out of 23
Fixed Fee
2.00%
Strategy Return
-3.89%
Benchmark Return
-3.43%
Concept Investwell - Dynamic
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
140 Out of 175
Fixed Fee
2.25%
Strategy Return
-9.74%
Benchmark Return
-3.43%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
Elegant
1Out of 5
-2.56%
-3.43%
S&P BSE 500 TRI
No Option
MULTI CAP
₹UNDISC. Cr.
Legend Flexi
1Out of 5
-2.88%
-3.43%
S&P BSE 500 TRI
No Option
MULTI CAP
₹UNDISC. Cr.
Concept Investwell - Legend
1Out of 5
-3.43%
-3.43%
S&P BSE 500 TRI
7.00%
LARGE CAP
₹UNDISC. Cr.
Concept Investwell - Marvel
1Out of 5
-3.89%
-3.43%
S&P BSE 500 TRI
7.00%
MID CAP
₹UNDISC. Cr.
Concept Investwell - Dynamic
1Out of 5
-9.74%
-3.43%
S&P BSE 500 TRI
7.00%
MULTI CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of Legend Flexi?
The hurdle rate of Legend Flexi is No Option.
What is the fixed fee charged in Legend Flexi ?
The fixed fee charged in Legend Flexi is 2.25%.
What is the variable fee charged in Legend Flexi ?
The variable fee charged in Legend Flexi is No Option .
What is the profit sharing in Legend Flexi ?
The profit sharing in Legend Flexi is No Option.
What is the minimum investment in Legend Flexi ?
The minimum investment in Legend Flexi is ₹50 Lac
What type of scheme is Legend Flexi?
Legend Flexi is an Equity scheme. It falls in the MULTI CAP category.
What is the inception date of Legend Flexi?
The inception date of Legend Flexi is Apr 9, 2024 .
What is the exit load of Legend Flexi?
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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