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
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 | -0.10% | 6.90% | 2.57% | -2.73% | 2.92% | 9.58% | 11.45% | - | 14.60% |
| S&P BSE 500 TRI | -0.24% | 5.02% | 1.63% | 7.63% | 11.63% | 16.39% | 16.81% | - | 17.27% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 70.96 |
| Mid Cap | 29.04 |
| Small Cap | 0.00 |
| Cash | 0.00 |
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 31 Dec 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
