Concept Legend
Concept Legend is a Equity Portfolio Management Service launched by Concept Investwell Private Limited on July 2009. Managed by Siddharth Mandalaywala, the fund holds ₹20 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: -3.57% (1Y), 6.77% CAGR (3Y), 11.03% since inception. Performance data as of July 2026.
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Concept Legend
Concept Investwell Private Limited
20.38 CR AUM
Concept Legend
Concept Investwell Private Limited
20.38 CR AUM
BSE 500 TRI
Benchmark
16yr 11mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
16yr 11mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
siddharth mandalaywala
Fund Manager
EQUITYStrategies
Mr. Siddharth Mandalaywala is a Sr. Vice President of Value Addition & Fund Manager of PMS. Working Since 2006.
What is this fund's investment objective?
Large Cap Oriented Buy and Hold Quality Stocks
How has Concept Legend performed?
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1M IA return
1.97%
1M benchmark return
1.73%
Alpha
0.24%
1M Wealth multiple
1.02x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
1.97%
1M benchmark return
1.73%
Alpha
0.24%
1M Wealth multiple
1.02x
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