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Marvel

Concept Investwell Pvt Ltd
PMS Mid & Large Cap
Benchmark
S&P BSE 500 TRI
Inception Date
28 October 2009
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Investment allocations will predominantly focus on mid and small-cap equities, with the remaining portion invested in large-cap companies. Marvel is characterized by higher volatility relative to Legend and is therefore more appropriate for investors with substantial experience.

Investment Objective

This investment strategy aims to achieve sustained long-term capital growth by concentrating on a portfolio with a bias towards mid-cap companies. The focus is on identifying and investing in emerging market leaders that demonstrate the capacity for significant wealth creation over an extended period. This is to be achieved through their ability to gain market share and progress towards a dominant market position. A robust and ethically sound management team is considered essential.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.17% -0.24% -1.93%
3 MONTHS -1.06% 5.02% -6.08%
6 MONTHS -6.91% 1.63% -8.54%
1 YEAR -6.34% 7.63% -13.97%
2 YEAR 5.50% 11.65% -6.15%
3 YEAR 10.54% 16.41% -5.87%
5 YEAR 9.98% 16.82% -6.84%
SINCE INCEPTION 9.96% 12.93% -2.97%

Calendar Year Performance

Year Return
CY 2009 6.40%
CY 2025 -6.34%
CY 2024 18.83%
CY 2023 21.35%
CY 2022 -8.54%
CY 2021 30.27%
CY 2020 24.37%
CY 2019 -3.27%
CY 2018 -28.39%
CY 2017 47.92%
CY 2016 3.78%
CY 2015 8.93%
CY 2014 53.16%
CY 2013 5.44%
CY 2012 40.77%
CY 2011 -29.36%
CY 2010 18.97%

Financial Year Performance

Year Return
FY 26_YTD 0.51%
FY 25 14.13%
FY 24 26.32%
FY 23 -7.33%
FY 22 14.31%
FY 21 75.47%
FY 20 27.79%
FY 19 -20.15%
FY 18 11.61%
FY 17 35.44%
FY 16 -6.88%
FY 15 55.05%
FY 14 22.02%
FY 13 2.82%
FY 12 -2.13%
FY 11 5.58%
FY 10 6.40%

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
28.00%
Mid Cap
21.00%
Small Cap
42.00%
Cash & Equivalent
0.00%

Top 5 Holdings

  • HDFC Bank Ltd. 10.00%
  • HDFC Life Insurance Co Ltd. 5.00%
  • ICICI Lombard General Insurance Co Ltd. 5.00%
  • Mphasis Ltd. 5.00%
  • Bajaj Holdings Ltd. 5.00%

Top 5 Sectors

  • Automobile & Ancillaries 15.50%
  • Bank 14.00%
  • Insurance 10.00%
  • IT 9.00%
  • Finance 8.00%

Portfolio Characteristics

total number of stocks
18
top 5 stocks percent
30.00%
top 5 sectors percent
56.50%
average market cap
238279.98
portfolio age
16 Yrs, 2 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: 1.5%

Hurdle: 7%

Profit Sharing: 10%

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)