Manager
Concept Investwell
Service
Discretionary
Asset class
Equity

Concept Magnus

₹2.99 Cr

Assets under management

Reported to SEBI · 30 Sep 2026

Concept Investwell’s Concept Magnus managed ₹2.99 crore across its clients at 30 Sep 2026.

Key numbers

AUM
₹2.99 Cr
Benchmark
BSE 500 TRI
Turnover, past year
0.00×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Concept Magnus returns against the BSE 500 TRI
PeriodThis strategyBSE 500 TRIDifference
1 month−8.01%−5.57%−2.44%
3 months−3.17%−3.59%+0.42%
Since inception−3.01%−3.40%+0.39%

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 equity100.06%

Flows and turnover

Inflow, Sep 2026
₹0
Outflow, Sep 2026
₹0 Cr
Net, Sep 2026
−₹0 Cr
Net, FY to date
₹3.12 Cr
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 Magnus returned?

As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −8.01%; 3 months: −3.17%; Since inception: −3.01%.

How much does Concept Magnus manage?

₹2.99 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 Magnus?

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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