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Legend Flexi

Concept Investwell Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
9 April 2024
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

This investment strategy focuses on accumulating high-quality equities with the objective of long-term wealth generation. It operates as a flexible-cap approach, directing capital towards businesses demonstrating robust corporate governance practices.

Investment Objective

The Legend Flexi strategy prioritizes robust corporate governance principles to mitigate potential investment risks. This approach is designed for investors seeking a balanced portfolio that aims for capital appreciation while minimizing market fluctuations.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.50% -0.24% -1.26%
3 MONTHS 4.16% 5.02% -0.86%
6 MONTHS -1.79% 1.63% -3.42%
1 YEAR 1.67% 7.63% -5.96%
SINCE INCEPTION 8.28% 9.16% -0.88%

Calendar Year Performance

Year Return
CY 2025 1.67%

Financial Year Performance

Year Return
FY 26_YTD 5.19%
FY 25_YTD 18.90%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Mr. Siddharth Mandalaywala brings 13 years of experience in the capital markets. A finance-specialized MBA graduate, he possesses a comprehensive understanding of macroeconomic and microeconomic factors. His expertise in fundamental analysis is well-established. He demonstrates strong decision-making capabilities and an aptitude for timely execution. Mr. Mandalaywala serves as the fund manager for both the Legend and Marvel Portfolio Management Plans. His dedication to his role is evident. Aligning his personal investment strategy with his professional conviction, his entire savings are allocated to equities, representing 100% of his personal holdings. He holds an MBA in Finance from Seventh Day Adventist College.

Portfolio Details

Portfolio Composition

Large Cap
57.00%
Mid Cap
6.00%
Small Cap
34.00%
Cash & Equivalent
0.00%

Top 5 Holdings

  • HDFC Bank Ltd 8.00%
  • Axis Bank Ltd 6.00%
  • Coal India Ltd. 5.00%
  • Itc Ltd. 5.00%
  • Star Health and Allied Insurance Company Ltd. 5.00%

Top 5 Sectors

  • Bank 23.00%
  • Automobile & Ancillaries 9.00%
  • Insurance 8.00%
  • Power 7.00%
  • ETF 6.00%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
29.00%
top 5 sectors percent
53.00%
average market cap
345579.46
portfolio age
1 Yrs, 8 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.25%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: No Option

Exit Load

Year 1: 2%

Year 2: 1%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)