Concept Investwell Private Limited
Equity · 9 investment approaches
Total AUM
₹56 Cr
Years Active
16.6
AUM Change (3M)
-5.7%
AUM Change (1Y)
-6.2%
Min Investment
₹50L
Schemes
9
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
AI Dynamic | Equity | ₹6 Cr | -1.77% | +5.84% | +9.30% | +14.07% | 0.21 |
Investwell MIDCAP | Equity | ₹1 Cr | -9.86% | +5.10% | +12.71% | +23.38% | 0.44 |
Legend Jain | Equity | ₹1 Cr | -2.05% | +2.92% | +12.43% | +10.38% | 0.60 |
Concept Legend | Equity | ₹23 Cr | -1.81% | +2.88% | +10.72% | +11.49% | 0.56 |
Concept Sepcial | Equity | ₹18 Cr | -7.70% | +2.11% | +12.29% | +12.04% | 0.96 |
Concept Legend Flexi | Equity | ₹1 Cr | -3.83% | +0.66% | — | +5.57% | -0.92 |
Concept Elegant | Equity | ₹1 Cr | -6.77% | -6.68% | — | +7.48% | 0.16 |
Concept Marvel | Equity | ₹4 Cr | -4.74% | -7.12% | +9.62% | +9.58% | 0.23 |
Concept Symphony | Equity | ₹1 Cr | -1.80% | — | — | -0.04% | — |