Edelweiss Focused Mid & Small Cap Portfolio Series II
EQUITY MID & SMALL CAP
To identify a portfolio of reasonably valued companies with primary focus on their quality of earnings growth which is expected to unlock their value and lead to re-rating during the recommended investment horizon
+10.00%
3Y annualised returns
+11.20%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
09 Jan '18
Total AUM
₹3.14Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity99.5%
Cash0.5%
Equity market cap split
Small Cap77.5%
Mid Cap20.6%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
3.00%
PMS management
MPMr. Prolin NanduFund Manager, PMSView details
MP
Mr. Prolin Nandu
Fund Manager, PMS
View details
PMS house
Edelweiss Asset Management Ltd
Get W app
Scan QR to download
Explore PMS and other investment products
Track your net worth in one place
Get detailed analysis on your investments