Concept Investwell PMS strategies
Concept Investwell runs 13 portfolio management strategies listed with APMI, managing ₹48.95 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Concept Legend | Equity | Siddharth Mandalaywala | ₹18.97 Cr | +2.72% | -6.49 pts | — | ₹50 Lakhs | Sep 2026 |
| Concept Sepcial | Equity | Siddharth Mandalaywala | ₹18.67 Cr | +6.52% | -2.69 pts | — | ₹50 Lakhs | Sep 2026 |
| Concept Magnus | — | Hemantkumar Desai | ₹2.99 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| AI Dynamic | Equity | Hemantkumar Desai | ₹2.83 Cr | +2.72% | -6.49 pts | — | ₹50 Lakhs | Sep 2026 |
| Concept Marvel | Equity | Siddharth Mandalaywala | ₹2.05 Cr | +2.84% | -6.37 pts | — | ₹50 Lakhs | Sep 2026 |
| Concept Symphony | Equity | Hemantkumar Desai | ₹1.01 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Investwell MIDCAP | Equity | — | ₹0.93 Cr | +12.71% | — | — | ₹50 Lakhs | — |
| Concept Legend Flexi | Equity | Siddharth Mandalaywala | ₹0.92 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Concept Elegant | Equity | Hemantkumar Desai | ₹0.47 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Concept Valius | — | Hemantkumar Desai | ₹0.1 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Concept Efficio ETF Allocator | — | Hemantkumar Desai | ₹0.01 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Investwell Multicap | Equity | — | — | — | — | — | ₹50 Lakhs | — |
| Legend Jain | Equity | Siddharth Mandalaywala | — | — | — | — | ₹50 Lakhs | Sep 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS