APMI

Edelweiss Focused Mid and Small Cap Portfolio - Series II

Investment Approach Details

₹1.20

(AUM CR)

PMS Provider Name

Edelweiss Global Wealth Management Limited

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

18/01/2018

Age

7.2 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

2.5%

Variable Fees Structure

for returns upto 12% per annum before tax-NIL for returns above 12% per annum before tax-15%

Exit Load

Before 1 year: 3% 1-2 year: 2% 2-3 year: 1%

Purpose

The strategy mainly focuses on companies that offer long-term business growth through sustainable competitive advantage, promoter integrity and capabilities, strong cash Flows and profitability.

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

1.87