- Manager
- Concept Investwell
- Service
- Discretionary
- Asset class
- Equity
Concept Legend Flexi
−3.35%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Concept Investwell’s Concept Legend Flexi returned −3.35% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹0.92 crore across its clients.
Key numbers
- AUM
- ₹0.92 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.69×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −3.79% | −5.57% | +1.78% |
| 3 months | −5.59% | −3.59% | −2.00% |
| 6 months | +4.97% | +8.07% | −3.10% |
| 1 year | −3.35% | −2.33% | −1.02% |
| 2 years | −6.19% | −3.93% | −2.26% |
| Since inception | +2.12% | +3.24% | −1.12% |
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 equity98.30%₹0.91 Cr
- Cash and other1.70%₹0.02 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.27 Cr
- Net, Sep 2026
- −₹0.27 Cr
- Net, FY to date
- −₹0.38 Cr
- Turnover, month
- 0.24×
- Turnover, past year
- 0.69×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Concept Legend Flexi returned?
−3.35% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.79%; 3 months: −5.59%; 6 months: 4.97%; 1 year: −3.35%; 2 years: −6.19%; Since inception: 2.12%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 1.02 percentage points behind.
How much does Concept Legend Flexi manage?
₹0.92 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 Flexi?
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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