APMI

Concept Elegant

Investment Approach Details

₹0.96

(AUM CR)

PMS Provider Name

Concept Investwell Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

01/11/2023

Age

1.4 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

The strategy offers a well-calibrated approach between stability and growth. In Elegant, We invest ~60% of our portfolio in well-established leaders with good track record which also provides us with downside protection during bad times.
The remaining 40% we invest to capitalize on short-term upside surprises with a focus on significant alpha generation.

Fund Manager Details


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

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 28/02/2025

1 Month Turnover

0.11

1 Year Turnover

1.06