Concept Investwell Private Limited • Equity
Concept Legend is an equity portfolio management service (PMS) strategy run by Concept Investwell Private Limited, launched on 28 Jul 2009. As of 30 Sep 2026, it manages ₹18.97 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -5.62% over 1 year, +2.72% over 3 years and +2.28% over 5 years (+10.43% 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 Siddharth Mandalaywala.
Ranked nearby on 3-year return: ASK India Vision Portfolio STP (+2.80%), AI Dynamic (+2.72%), Proud Portfolio (+2.72%), Alpha (+2.68%).
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 | -5.17% |
| 3 Months | -6.52% |
| 1 Year | -5.62% |
| 3 Years | +2.72% |
| 5 Years | +2.28% |
| Since Inception | +10.43% |
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 has a 1-year return of -5.62%, a 3-year return of +2.72%, a 5-year return of +2.28% and +10.43% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Concept Legend returned +2.28% against +8.91% for the BSE 500 TRI, 6.63 percentage points behind. Over 3 years it returned +2.72% against +9.21%; Over 1 year it returned -5.62% 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, Concept Legend's 3-year return of +2.72% ranks 441st as of 30 Sep 2026.
Concept Legend is managed by Siddharth Mandalaywala at Concept Investwell. The strategy manages ₹18.97 Cr of client assets as of 30 Sep 2026.
Concept Legend manages ₹18.97 Cr of client assets as of 30 Sep 2026.
The minimum investment for Concept Legend is ₹50 Lakhs.
Concept Legend was launched on 28 Jul 2009. It has a 17-year track record.
Description
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