Strategy performance
CONCEPT ELEGANT
Concept Investwell Private Limited · AUM ₹1.08 Cr · as of Sep 2026
Our read
Since inception the filed path is −4.5% (−1.6% CAGR), with a max drawdown of −32.2%. Benchmark series for this window is not reported here.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
−1.6%
Max drawdown
−32.2%
Volatility
+18.2%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
CONCEPT ELEGANT₹95.5Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −6.8% | −1.7% | −10.8% | +9.2% | −0.1% | −11.3% | +3.0% | −1.1% | −6.3% | −24.6% | |||
| 2025 | −2.6% | −8.8% | +5.7% | +1.5% | +1.9% | +4.7% | −2.3% | −1.4% | −2.1% | +3.9% | −0.8% | −1.3% | −2.5% |
| 2024 | +2.0% | +3.6% | −3.1% | +7.8% | −3.2% | +5.5% | +6.8% | +0.3% | −0.4% | −5.4% | +0.2% | −2.5% | +11.3% |
| 2023 | +7.7% | +8.3% | +16.6% |
Metrics
Tearsheet- 1M return
- −6.3%
- 3M return
- −4.5%
- 6M return
- −7.6%
- 1Y return
- −23.3%
- 2Y CAGR
- −17.5%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- −1.6%
- Total return
- −4.5%
- Average month
- 0.0%
- Median month
- −0.4%
- Average up month
- +4.5%
- Best month
- +9.2%
- Best rolling 12M
- +32.8%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
CONCEPT ELEGANT performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has CONCEPT ELEGANT performed?
- CONCEPT ELEGANT (Concept Investwell Private Limited) shows CAGR -1.57% and max drawdown -32.21% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is CONCEPT ELEGANT CAGR / max drawdown?
- CAGR is -1.57%; max drawdown is -32.21%. We only publish CAGR when there are enough months (≥12 on this track of 35 months). Learn more
- Where do CONCEPT ELEGANT returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite CONCEPT ELEGANT?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more