Strategy performance
CONCEPT LEGEND FLEXI
Concept Investwell Private Limited · AUM ₹1.24 Cr · as of Sep 2026
Our read
₹100 grew to ₹105.0 since inception (+2.0% CAGR), with a max drawdown of −17.9%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+2.0%
Max drawdown
−17.9%
Volatility
+15.0%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
CONCEPT LEGEND FLEXI₹105.0Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −3.8% | +1.3% | −10.5% | +8.6% | −1.3% | +3.7% | +0.1% | −2.1% | −3.8% | −8.7% | |||
| 2025 | −2.9% | −5.9% | +6.1% | +3.0% | +3.2% | +0.4% | −3.5% | −2.9% | +0.6% | +4.5% | +1.2% | −1.5% | +1.7% |
| 2024 | +1.6% | +0.7% | +8.0% | +6.8% | +1.9% | +1.6% | −6.8% | +0.1% | −0.7% | +13.2% |
Metrics
Tearsheet- 1M return
- −3.8%
- 3M return
- −5.7%
- 6M return
- +4.8%
- 1Y return
- −4.9%
- 2Y CAGR
- −7.3%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +2.0%
- Total return
- +5.0%
- Average month
- +0.3%
- Median month
- +0.5%
- Average up month
- +3.0%
- Best month
- +8.6%
- Best rolling 12M
- +14.0%
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 LEGEND FLEXI performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has CONCEPT LEGEND FLEXI performed?
- CONCEPT LEGEND FLEXI (Concept Investwell Private Limited) shows CAGR 1.97% and max drawdown -17.94% 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 LEGEND FLEXI CAGR / max drawdown?
- CAGR is 1.97%; max drawdown is -17.94%. We only publish CAGR when there are enough months (≥12 on this track of 30 months). Learn more
- Where do CONCEPT LEGEND FLEXI 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 LEGEND FLEXI?
- 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