- Manager
- Concept Investwell
- Service
- Discretionary
- Asset class
- Equity
Concept Efficio ETF Allocator
₹0.01 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Concept Investwell’s Concept Efficio ETF Allocator managed ₹0.01 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹0.01 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.87% | −5.57% | −0.30% |
| 3 months | −4.08% | −3.59% | −0.49% |
| 6 months | +6.78% | +8.07% | −1.29% |
| Since inception | −6.33% | −6.41% | +0.08% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity98.83%₹0.01 Cr
- Cash and other1.17%₹0 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0
- Turnover, month
- 0.00×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Concept Efficio ETF Allocator returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.87%; 3 months: −4.08%; 6 months: 6.78%; Since inception: −6.33%.
How much does Concept Efficio ETF Allocator manage?
₹0.01 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Concept Efficio ETF Allocator?
Concept Investwell, a SEBI-registered portfolio manager (INP000006323), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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