Concept Investwell

Concept Investwell Marvel


Key Portfolio Attributes

Inception Date: 12 Oct 2009

Number of Stocks: 20

Investment Deal Team

Fund Manager Qualification: MBA - Finance

Investment Deal Team

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




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-4.2%-3.0%-10.2%0.1%29.6%13.1%4.3%12.8%10.3%
BSE 200 -4.1%-1.0%-2.8%6.7%33.3%12.9%11.5%13.6%10.4%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
ICICI Bank 8.00
HDFC Bank 7.00
IEX 6.50
Dr. Lal Pathlabs 6.00
Supreme Industries 6.00
Top 5 Equity Holdings 33.50

Sector Allocation


Holding %
Auto- Two Wheeler 5.00
Daignostics 6.00
Plastics Products 6.00
Pharmaceauticals 7.00
Banks 15.00

Market Cap Allocation


Allocations %
Large Cap 48.5
Mid Cap 34.5
Small Cap 13.5
Cash 3.5


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 May 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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