Concept Investwell

Concept Investwell Legend


Key Portfolio Attributes

Inception Date: 28 July 2009

Number of Stocks: 19

Investment Deal Team

Fund Manager Qualification: MBA - Finance

Investment Deal Team

Investment Objective

To generate long term capital appreciation from a portfolio of Large Cap equity. The investment portfolio for equity will be primarily drawn from the pool of top 100 BSE lndia listed Securities by Market Capitalization. This fund is typically less volatile and suited more for the first time equity investors.

Investment Strategy

Bottom-up Approach

Investment Philosophy

Fundamental driven & long term investing




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio7.2%11.6%5.3%1.4%24.5%16.7%10.5%15.0%13.0%
BSE 2004.5%8.7%7.6%5.6%27.4%19.2%12.5%13.9%11.5%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
Infosys Ltd. 10.00
ICICI Bank Ltd. 8.00
State Bank Of India 7.00
Vaibhav Global Ltd. 7.00
HDFC Asset Management Company Ltd. 6.00
Top 5 Equity Holdings 38.00

Sector Allocation


Holding %
Asset Management 6.00
E-Retailing 7.00
Pharmaceauticals 8.00
Information Technology 10.00
Banking 20.00

Market Cap Allocation


Allocations %
Large Cap 69.5
Mid Cap 18.0
Small Cap 8.5
Cash 4.0


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.

*QRC Report Card data is updated quarterly. Current data is as of Sep 21.




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