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
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30 Apr 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
