Concept Investwell Marvel

Marvels of Mid and Small Cap - Creation of Wealth

Key Attributes

Inception Date: 12 Oct 2009

Number of Stocks: 20

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 Mid Cap equity. The investment portfolio for equity will be primarily drawn from the pool of companies except top 100 BSE lndia listed Securities by Market Capitalization. This fund is typically more volatile and suited more for experienced  investors.

Investment Strategy

  • Bottom-up Approach

Investment Philosophy

Fundamental driven & long term investing

Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

Do Not Simply Invest, Make Informed Decisions

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