Concept Investwell Private Limited • Equity
AI Dynamic is an equity portfolio management service (PMS) strategy run by Concept Investwell Private Limited, launched on 30 Sep 2019. As of 30 Sep 2026, it manages ₹2.83 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +1.48% over 1 year, +2.72% over 3 years and +3.67% over 5 years (+12.11% since inception). Over 3 years, the BSE 500 TRI returned +9.21%, so the strategy is 6.49 percentage points behind of its benchmark. Its 3-year return ranks 441st of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Hemantkumar Desai.
Ranked nearby on 3-year return: Concept Marvel (+2.84%), ASK India Vision Portfolio STP (+2.80%), Concept Legend (+2.72%), Proud Portfolio (+2.72%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -6.80% |
| 3 Months | -4.94% |
| 1 Year | +1.48% |
| 3 Years | +2.72% |
| 5 Years | +3.67% |
| Since Inception | +12.11% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callAI Dynamic has a 1-year return of +1.48%, a 3-year return of +2.72%, a 5-year return of +3.67% and +12.11% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, AI Dynamic returned +3.67% against +8.91% for the BSE 500 TRI, 5.24 percentage points behind. Over 3 years it returned +2.72% against +9.21%; Over 1 year it returned +1.48% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, AI Dynamic's 3-year return of +2.72% ranks 441st as of 30 Sep 2026.
AI Dynamic is managed by Hemantkumar Desai at Concept Investwell. The strategy manages ₹2.83 Cr of client assets as of 30 Sep 2026.
AI Dynamic manages ₹2.83 Cr of client assets as of 30 Sep 2026.
The minimum investment for AI Dynamic is ₹50 Lakhs.
AI Dynamic was launched on 30 Sep 2019. It has a 7-year track record.
Description
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