APMI

Edelweiss Focused Mid and Small Cap Portfolio Approach

Investment Approach Details

₹20.99

(AUM CR)

PMS Provider Name

Edelweiss Global Wealth Management Limited

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

03/08/2015

Age

9.7 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

upto 2.50%

Variable Fees Structure

hurdle rate upto 15% per annum before tax-NIL above 15% per annum before tax - 20%

Exit Load

1st year - 3% 2nd year - 2% 3rd year - 1%

Purpose

Focused Mid and Smallcap Portfolio concentrates on companies in Mid-small cap space which exhibit the following characteristics:
(A) Growth or market leadership.
(B) Quality of earnings and balance sheet risk is given higher importance than the growth of earnings.

Fund Manager Details


Prolin Nandu Work Exp. NA Email ID prolin.nandu@edelweissfin.com Mobile No NA Details NA

Prolin Nandu

Work Exp. NA

Email ID prolin.nandu@edelweissfin.com

Mobile No NA

Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 28/02/2025

1 Month Turnover

0.00

1 Year Turnover

1.22