APMI

Investwell Multicap

Investment Approach Details

₹0.00

(AUM CR)

PMS Provider Name

Concept Investwell Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

24/03/2021

Age

3.1 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

Diversified Equity portfolio of 30-35 stocks with atleast 60% allocation to large cap stocks and upto 35% allocation to small and midcap stocks. Our approach is top-down in nature with focus on identifying winning sectors with a time horizon of 1-3 years and then the winning stocks within these sectors.

Fund Manager Details


Hemantkumar Desai
Work Exp. 50.00 years
Email ID hemant@conceptinvestwell.com
Mobile No 9879551133
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.00

1 Year Turnover