- Manager
- Concept Investwell
- Service
- Discretionary
- Asset class
- Equity
Concept Legend
−5.62%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Concept Investwell’s Concept Legend returned −5.62% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹18.97 crore across its clients.
Key numbers
- AUM
- ₹18.97 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.17×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.17% | −5.57% | +0.40% |
| 3 months | −6.52% | −3.59% | −2.93% |
| 6 months | −0.19% | +8.07% | −8.26% |
| 1 year | −5.62% | −2.33% | −3.29% |
| 2 years | −8.26% | −3.93% | −4.33% |
| 3 years | +2.72% | +9.21% | −6.49% |
| 4 years | +4.52% | +11.22% | −6.70% |
| 5 years | +2.28% | +8.91% | −6.63% |
| Since inception | +10.43% | +12.32% | −1.89% |
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 equity99.64%₹18.90 Cr
- Cash and other0.36%₹0.07 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.02 Cr
- Net, Sep 2026
- −₹0.02 Cr
- Net, FY to date
- −₹1.32 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.17×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Concept Legend returned?
−5.62% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.17%; 3 months: −6.52%; 6 months: −0.19%; 1 year: −5.62%; 2 years: −8.26%; 3 years: 2.72%; 4 years: 4.52%; 5 years: 2.28%; Since inception: 10.43%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 3.29 percentage points behind.
How much does Concept Legend manage?
₹18.97 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 Legend?
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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