- Manager
- Concept Investwell
- Service
- Discretionary
- Asset class
- Equity
Concept Elegant
−12.08%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Concept Investwell’s Concept Elegant returned −12.08% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹0.47 crore across its clients.
Key numbers
- AUM
- ₹0.47 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.17×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −6.29% | −5.57% | −0.72% |
| 3 months | −4.51% | −3.59% | −0.92% |
| 6 months | +5.92% | +8.07% | −2.15% |
| 1 year | −12.08% | −2.33% | −9.75% |
| 2 years | −11.67% | −3.93% | −7.74% |
| Since inception | +3.05% | +10.74% | −7.69% |
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 equity100.19%₹0.47 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.55 Cr
- Net, Sep 2026
- −₹0.55 Cr
- Net, FY to date
- −₹0.71 Cr
- Turnover, month
- 0.57×
- Turnover, past year
- 1.17×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Concept Elegant returned?
−12.08% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.29%; 3 months: −4.51%; 6 months: 5.92%; 1 year: −12.08%; 2 years: −11.67%; Since inception: 3.05%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 9.75 percentage points behind.
How much does Concept Elegant manage?
₹0.47 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 Elegant?
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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