Asset Management Company
Concept Investwell
Concept Investwell is a SEBI-registered asset manager. PMS Sahi Hai tracks 5 of its 5 PMS strategies, scored on the same basis as every other house.
5 strategies₹25 Cr trackedAvg Nyra 6.9
AUM tracked
₹25 Cr
Strategies
5
5 PMS
Avg Nyra Score
6.9
Best 3Y CAGR
8.4%
Concept Investwell - Legend
Fund managers
About the house
How Concept Investwell invests
Across the strategies PMS Sahi Hai tracks, Concept Investwell runs large cap, mid cap, multi cap mandates in a blend / growth / value style, with ₹25 Cr under watch and a track record stretching back 17 years.
Its strongest three-year run on our shelf is 8.4% CAGR on Concept Investwell - Legend, net of fees. Every strategy here is graded on the same comparative basis (including returns, risk, manager tenure, fees, concentration, transparency and AUM fit), so Concept Investwell can be read side by side against any other house on the platform, sales deck excluded.
Categories
Large Cap · Mid Cap · Multi Cap
Styles
Blend · Growth · Value
Minimums
₹50 L (PMS)
Strategies from Concept Investwell
Concept Investwell - Elegant
Equity: Multi Cap · Blend
3Y — · AUM ₹1 Cr
7.0
Nyra
Concept Investwell - Legend Flexi
Equity: Multi Cap · Value
3Y — · AUM —
7.0
Nyra
Concept Investwell - Dynamic
Equity: Multi Cap · Growth
3Y 7.7% · AUM —
7.0
Nyra
Concept Investwell - Legend
Equity: Large Cap · Value
3Y 8.4% · AUM ₹20 Cr
7.0
Nyra
Concept Investwell - Marvel
Equity: Mid Cap · Value
3Y 5.7% · AUM ₹3 Cr
6.5
Nyra