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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

Investments in the portfolio will be primarily drawn from the pool of companies having a market capitalisation of more than 10,000 cr. Legend is typically less volatile and is suitable for first time investors.

Investment Objective

To generate steady long term capital appreciation from a Large Cap biased portfolio by investing in strong companies with a leadership position in the industry, run by strong managements and are operating in a fairly large industry compared to their size.

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 has experience of 13 years in capital market. An MBA with specialization in Finance, he has thorough knowledge of all macro, micro economic aspects. He has very good understanding of Fundamental Analysis. He possesses good judgment and can take quick decisions. He is fund manager for both Portfolio Management Plans - Legend and Marvel. He is very passionate for the job. He has skin in the game as all his savings is into Equities (100%). He has done 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%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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

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