Concept Investwell Private Limited

Equity · 12 investment approaches

Total AUM

₹50 Cr

Years Active

17.2

AUM Change (3M)

-6.4%

AUM Change (1Y)

-14.0%

Min Investment

₹50L

Schemes

12

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Investwell MIDCAP	Equity	₹1 Cr	-9.86%	+5.10%	+12.71%	+23.38%	0.44
AI Dynamic	Equity	₹3 Cr	-6.80%	+1.48%	+2.72%	+12.11%	0.07
Concept Symphony	Equity	₹1 Cr	-5.34%	-0.25%	-	-1.71%	-0.48
Legend Jain	Equity	₹1 Cr	+4.78%	-1.68%	+7.38%	+9.73%	0.32
Concept Legend Flexi	Equity	₹1 Cr	-3.79%	-3.35%	-	+2.12%	-0.85
Concept Sepcial	Equity	₹19 Cr	-6.80%	-4.36%	+6.52%	+11.28%	0.51
Concept Legend	Equity	₹19 Cr	-5.17%	-5.62%	+2.72%	+10.43%	0.08
Concept Marvel	Equity	₹2 Cr	-3.64%	-9.68%	+2.84%	+8.92%	-0.01
Concept Elegant	Equity	₹0 Cr	-6.29%	-12.08%	-	+3.05%	-0.41
CONCEPT EFFICIO ETF ALLOCATOR	Equity	₹0 Cr	-5.87%	-	-	-6.33%	-
CONCEPT MAGNUS	Equity	₹3 Cr	-8.01%	-	-	-3.01%	-
CONCEPT VALIUS	Equity	₹0 Cr	-3.17%	-	-	-0.33%	-

Investwell MIDCAP

Concept Symphony

Concept Legend Flexi

Concept Sepcial

Concept Elegant

CONCEPT EFFICIO ETF ALLOCATOR