PMS Product Performance
| Company Name / Product Name |
Date of inception | AUM | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|
| Concept Investwell Pvt Ltd Marvel | 28 Oct 2009 | 3.69 | 1.21% | 3.22% | 9.62% | 8.05% | - | 9.43% |
| Concept Investwell Pvt Ltd Legend | 28 Jul 2009 | 22.55 | 14.18% | 4.64% | 11.81% | 7.94% | - | 11.51% |
| Concept Investwell Pvt Ltd Dynamic | 30 Sep 2019 | 6.55 | 17.38% | 5.59% | 10.46% | 11.99% | - | 14.39% |
| Concept Investwell Pvt Ltd Elegant | 01 Nov 2023 | 1.23 | 0.53% | -3.01% | 0.00% | 0.00% | - | 6.43% |
| Concept Investwell Pvt Ltd Legend Flexi | 09 Apr 2024 | 1.38 | 11.17% | 0.00% | 0.00% | 0.00% | - | 6.30% |
