Concept Investwell Legend

Large Cap done right - Creation of Wealth

Key Attributes

Inception Date: 28 July 2009

Number of Stocks: 19

Fund Manager Name: Mr. Siddharth Mandalaywala

Fund Manager Qualification: MBA - Finance

Fund Manager Experience: Mr. Siddharth Mandalaywala has 14 years of experience.

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

Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

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