To generate a steady long term capital appreciation from a Dynamic (Human + AI) portfolio by investing in fundamentally strong companies from the BSE 200. The aim is to minimize downside risk
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 4.16% | 0.79 | 13.07% | 60.76% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Concept Investwell Pvt Ltd Dynamic | -10.29% | -9.40% | -3.15% | -0.59% | -0.92% | 6.73% | 9.93% | - | 12.29% |
| S&P BSE 500 TRI | -11.37% | -13.94% | -9.62% | -3.12% | 1.32% | 12.89% | 11.75% | - | 14.02% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Concept Investwell Pvt Ltd Dynamic | Mid & Large Cap | Mr. Hemant Desai | 30 September 2019 | 6Y 6M | 5.87 | S&P BSE 500 TRI | 12.29% | 19 | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 2.79% | 2.62% | 60.76% | 5.41% | 0.85 | 13.07% | -0.25 | 1.51% | 0.15 | 55.70 % |
| Nifty 500 | 1.75% | 2.41% | 4.16% | 0.79 | -0.58% | -0.06 | 50.63 % | |||
| Nifty Midcap 100 | -5.32% | 1.83% | -3.49% | 0.73 | -8.13% | -0.67 | 39.24 % | |||
| Nifty Smallcap 100 | 3.99% | 1.91% | 5.90% | 0.52 | -4.33% | -0.25 | 43.04 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 70.96 |
| Mid Cap | 29.04 |
| Small Cap | |
| Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st March 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 26.
