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

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