Concept Investwell

Concept Investwell Dynamic PMS


Key Portfolio Attributes

Inception Date: 30th September, 2019

Investment Objective

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

Portfolio Strategy

The portfolio is rebalanced and restructured every 2 months as per the inputs given by AI.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio7.4%12.1%3.8%1.0%29.9%22.9%
BSE 2004.5%8.7%7.6%5.6%27.4%18.1%



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 65.0
Mid Cap 25.0
Small Cap 0.0
Cash 10.0


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.




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Do Not Simply Invest, Make Informed Decisions