Investwell MIDCAP is an equity portfolio management service (PMS) strategy run by Concept Investwell Private Limited, launched on 20 Jun 2020. It manages ₹0.93 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +5.10% over 1 year and +12.71% over 3 years (+23.38% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹0.93 Cr
3-year return
+12.71%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹0.93 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
20/06/2020
Trailing Returns
Trailing returns
Period
Return
1 Month
-9.86%
3 Months
-11.95%
1 Year
+5.10%
3 Years
+12.71%
Since Inception
+23.38%
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.
Frequently asked questions about Investwell MIDCAP
What are the returns of Investwell MIDCAP?
Investwell MIDCAP has a 1-year return of +5.10%, a 3-year return of +12.71% and +23.38% since inception. Past performance is not indicative of future results.
What is the AUM of Investwell MIDCAP?
Investwell MIDCAP manages ₹0.93 Cr of client assets.
What is the minimum investment for Investwell MIDCAP?
The minimum investment for Investwell MIDCAP is ₹50 Lakhs.
When was Investwell MIDCAP launched?
Investwell MIDCAP was launched on 20 Jun 2020. It has a 5-year track record.