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) |
|---|---|---|---|
| -10.42% | 0.91 | 14.16% | 61.84% |
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 | 2.82% | 0.90% | 7.97% | 17.38% | 5.59% | 10.46% | 11.99% | - | 14.39% |
| S&P BSE 500 TRI | 0.45% | -3.13% | 3.24% | 17.30% | 8.08% | 17.67% | 14.77% | - | 16.39% |
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 5M | 6.55 | S&P BSE 500 TRI | 14.39% | 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 | -8.61% | -5.63% | 61.84% | -14.24% | 0.99 | 14.16% | -0.52 | 0.54% | 0.05 | 53.95 % |
| Nifty 500 | -4.79% | -5.63% | -10.42% | 0.91 | -1.58% | -0.16 | 48.68 % | |||
| Nifty Midcap 100 | -3.85% | -5.63% | -9.48% | 0.71 | -9.05% | -0.74 | 38.16 % | |||
| Nifty Smallcap 100 | 7.52% | -5.63% | 1.89% | 0.53 | -5.63% | -0.33 | 42.11 % | |||
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 28th Feb 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 Dec 25.
