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 Dynamic | 6.8% | 5.7% | 4.8% | 6.8% | 16.4% | 25.1% | - | - | 19.1% |
BSE 500 TRI | 4.6% | 2.1% | -1.1% | 4.2% | 12.3% | 25.4% | - | - | 16.1% |
Portfolio Holdings
Holding | % |
---|---|
Motherson Sumi Systems Ltd | 10.00 |
Bajaj Finserv Ltd. | 10.00 |
Mind Tree Ltd. | 10.00 |
ICICI Bank Ltd. | 10.00 |
Asian Paints Ltd. | 10.00 |
Top 5 Equity Holdings | 50.00 |
Sector Allocation
Holding | % |
---|
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 67.9 |
Mid Cap | 27.1 |
Small Cap | 3.0 |
Cash | 2.0 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 30 Apr 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.