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
Concept Investwell Dynamic6.8%5.7%4.8%6.8%16.4%25.1%--19.1%
BSE 500 TRI4.6%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

imageBook 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.


Do Not Simply Invest, Make Informed Decisions