Concept Investwell Private Limited • Equity
Concept Legend Flexi is an equity portfolio management service (PMS) strategy run by Concept Investwell Private Limited, launched on 9 Apr 2024. As of 30 Sep 2026, it manages ₹0.92 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -3.35% over 1 year (+2.12% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 1.02 percentage points behind of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Siddharth Mandalaywala.
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 | -3.79% |
| 3 Months | -5.59% |
| 1 Year | -3.35% |
| Since Inception | +2.12% |
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 callConcept Legend Flexi has a 1-year return of -3.35% and +2.12% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Concept Legend Flexi returned -3.35% against -2.33% for the BSE 500 TRI, 1.02 percentage points behind. Figures as of 30 Sep 2026.
Concept Legend Flexi is managed by Siddharth Mandalaywala at Concept Investwell. The strategy manages ₹0.92 Cr of client assets as of 30 Sep 2026.
Concept Legend Flexi manages ₹0.92 Cr of client assets as of 30 Sep 2026.
The minimum investment for Concept Legend Flexi is ₹50 Lakhs.
Concept Legend Flexi was launched on 9 Apr 2024. It has a 2-year track record.
Description
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