Concept Investwell Private Limited • Equity
Concept Sepcial is an equity portfolio management service (PMS) strategy run by Concept Investwell Private Limited, launched on 6 Mar 2010. As of 30 Sep 2026, it manages ₹18.67 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -4.36% over 1 year, +6.52% over 3 years and +7.50% over 5 years (+11.28% since inception). Over 3 years, the BSE 500 TRI returned +9.21%, so the strategy is 2.69 percentage points behind of its benchmark. Its 3-year return ranks 375th 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: Growth Plus Value Investing (+6.58%), Quant (+6.54%), NS Multicap Advised Model Portfolio - PMS-Shreyas PMS (+6.49%), RHPMPL- Flexicap Portfolio (+6.46%).
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 | -4.78% |
| 1 Year | -4.36% |
| 3 Years | +6.52% |
| 5 Years | +7.50% |
| Since Inception | +11.28% |
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 Sepcial has a 1-year return of -4.36%, a 3-year return of +6.52%, a 5-year return of +7.50% and +11.28% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Concept Sepcial returned +7.50% against +8.91% for the BSE 500 TRI, 1.41 percentage points behind. Over 3 years it returned +6.52% against +9.21%; Over 1 year it returned -4.36% 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 Sepcial's 3-year return of +6.52% ranks 375th as of 30 Sep 2026.
Concept Sepcial is managed by Siddharth Mandalaywala at Concept Investwell. The strategy manages ₹18.67 Cr of client assets as of 30 Sep 2026.
Concept Sepcial manages ₹18.67 Cr of client assets as of 30 Sep 2026.
The minimum investment for Concept Sepcial is ₹50 Lakhs.
Concept Sepcial was launched on 6 Mar 2010. It has a 16-year track record.
Description
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