IA Insight Report
IA Insight REPORT

Concept Elegant

Investment Approach Details

₹0.45

(AUM CR)
   

Concept Investwell Private Limited

BSE 500 TRI

Equity

Equity

01/11/2023

3.0 Years

5000000

NA

NA

NA

   

The strategy offers a well-calibrated approach between stability and growth. In Elegant, We invest ~60% of our portfolio in well-established leaders with good track record which also provides us with downside protection during bad times.
The remaining 40% we invest to capitalize on short-term upside surprises with a focus on significant alpha generation.

Fund Manager Details

Shaival Hemant Desai

50.00 years

shaival@conceptinvestwell.com

9825220804

NA

No Image

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2026

0.00

1.24