Concept Investwell Private Limited

Equity · 12 investment approaches

Total AUM

₹55 Cr

Years Active

17.1

AUM Change (3M)

+3.1%

AUM Change (1Y)

-7.0%

Min Investment

₹50L

Schemes

12

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
AI Dynamic	Equity	₹3 Cr	+0.46%	+13.37%	+8.23%	+14.07%	0.24
Concept Symphony	Equity	₹1 Cr	+1.18%	+7.06%	-	+3.08%	-0.15
Investwell MIDCAP	Equity	₹1 Cr	-9.86%	+5.10%	+12.71%	+23.38%	0.44
Concept Sepcial	Equity	₹20 Cr	-1.36%	+2.72%	+9.50%	+11.82%	0.74
Concept Legend Flexi	Equity	₹1 Cr	-2.10%	+1.13%	-	+3.86%	-0.74
Concept Legend	Equity	₹20 Cr	-1.95%	+0.02%	+4.69%	+10.82%	0.23
Legend Jain	Equity	₹1 Cr	+4.78%	-1.68%	+7.38%	+9.73%	0.32
Concept Marvel	Equity	₹2 Cr	-0.90%	-6.64%	+3.93%	+9.20%	0.07
Concept Elegant	Equity	₹1 Cr	-1.08%	-8.09%	-	+5.57%	-0.28
CONCEPT EFFICIO ETF ALLOCATOR	Equity	₹0 Cr	-0.43%	-	-	-0.49%	-
CONCEPT MAGNUS	Equity	₹3 Cr	+2.14%	-	-	+5.44%	-
CONCEPT VALIUS	Equity	₹0 Cr	+0.42%	-	-	+2.93%	-

Concept Symphony

Investwell MIDCAP

Concept Sepcial

Concept Legend Flexi

Concept Elegant

CONCEPT EFFICIO ETF ALLOCATOR