Affluense AI AFFLUENSE

Legend

Concept Investwell Pvt Ltd
PMS Large Cap
Benchmark
S&P BSE 500 TRI
Inception Date
28 July 2009
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

The portfolio's core holdings will be selected from businesses with a market capitalization exceeding ₹10,000 crore. This investment strategy is generally characterized by lower volatility and is considered appropriate for individuals new to investing.

Investment Objective

This investment strategy aims to achieve consistent, long-term capital growth through a portfolio predominantly comprised of large-capitalization equities. Investment decisions will focus on robust businesses possessing: * **Dominant market positions:** Companies that are leaders within their respective sectors. * **Effective leadership:** Organizations managed by experienced and capable executive teams. * **Scalable operational environments:** Businesses operating within industries of substantial scale relative to their current market capitalization.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.27% -0.24% -0.03%
3 MONTHS 5.14% 5.02% 0.12%
6 MONTHS 0.43% 1.63% -1.20%
1 YEAR 1.19% 7.63% -6.44%
2 YEAR 6.89% 11.65% -4.76%
3 YEAR 9.41% 16.41% -7.00%
5 YEAR 9.05% 16.82% -7.77%
SINCE INCEPTION 11.68% 13.41% -1.73%

Calendar Year Performance

Year Return
CY 2009 10.20%
CY 2025 1.19%
CY 2024 12.91%
CY 2023 14.64%
CY 2022 -5.25%
CY 2021 24.73%
CY 2020 13.73%
CY 2019 14.77%
CY 2018 -10.12%
CY 2017 35.22%
CY 2016 -4.90%
CY 2015 10.48%
CY 2014 54.49%
CY 2013 8.84%
CY 2012 29.77%
CY 2011 -26.45%
CY 2010 35.23%

Financial Year Performance

Year Return
FY 26_YTD 9.60%
FY 25 2.49%
FY 24 26.18%
FY 23 -7.51%
FY 22 10.99%
FY 21 67.34%
FY 20 -21.34%
FY 19 5.92%
FY 18 4.30%
FY 17 25.17%
FY 16 -10.05%
FY 15 59.17%
FY 14 23.94%
FY 13 3.37%
FY 12 -7.40%
FY 11 20.05%
FY 10 14.60%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Mr. Siddharth Mandalaywala brings 13 years of experience in the capital markets. A finance-specialized MBA graduate, he possesses a comprehensive understanding of macroeconomic and microeconomic factors. His expertise in fundamental analysis is well-established. He demonstrates strong decision-making capabilities and an aptitude for timely execution. Mr. Mandalaywala serves as the fund manager for both the Legend and Marvel Portfolio Management Plans. His dedication to his role is evident. Aligning his personal investment strategy with his professional conviction, his entire savings are allocated to equities, representing 100% of his personal holdings. He holds an MBA in Finance from Seventh Day Adventist College.

Portfolio Details

Portfolio Composition

Large Cap
64.50%
Mid Cap
13.50%
Small Cap
13.50%
Cash & Equivalent
0.00%

Top 5 Holdings

  • Infosys Ltd 10.00%
  • HDFC Bank Ltd. 8.00%
  • State Bank of India Ltd 7.00%
  • Axis Bank Ltd. 5.00%
  • ICICI Lombard General Insurance Co Ltd. 5.00%

Top 5 Sectors

  • Bank 24.00%
  • Insurance 15.00%
  • IT 10.00%
  • ETF 8.50%
  • Diamond & Jewellery 7.00%

Portfolio Characteristics

total number of stocks
19
top 5 stocks percent
35.00%
top 5 sectors percent
64.50%
average market cap
394450.01
portfolio age
16 Yrs, 5 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: 1.5%

Hurdle: 7%

Profit Sharing: 10%

Exit Load

Year 1: 2%

Year 2: 1%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)