APMI

Investwell MIDCAP

Investment Approach Details

₹1.03

(AUM CR)

PMS Provider Name

Concept Investwell Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

20/06/2020

Age

4.5 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

Concentrated Equity portfolio of 15 to 25 small and midcap stocks that have potential to be large cap stocks in the long run. Our approach is bottom up in nature and we invest in companies with strong earnings growth visibility, gaining market share and backed by a strong management team with efficient capital allocation.

Fund Manager Details


Hemantkumar Desai
Work Exp. 50.00 years
Email ID hemant@conceptinvestwell.com
Mobile No 9879551133
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.00

1 Year Turnover

0.26