Edelweiss - Focused Mid & Small Cap
EQUITY MID & SMALL CAP
Focuses on small and mid-cap companies which have demonstrated growth or market leadership.
+11.83%
3Y annualised returns
+11.20%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
03 Aug '15
Total AUM
₹19.64Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity92.9%
Cash7.1%
Equity market cap split
Small Cap79.6%
Mid Cap9.4%
Large Cap3.9%
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
YNYashodhan NerurkarFund ManagerView details
YN
Yashodhan Nerurkar
Fund Manager
View details
About
Yashodhan Nerurkar specializes primarily in BFSI & having experience across pharmaceuticals & healthcare & auto OE segments. His role includes evaluating & parsing through businesses & identifying suitable investment opportunities.
Experience
Experience in evaluating businesses and identifying suitable investment opportunities.
Investment philosophy
Specializes in BFSI, pharmaceuticals, healthcare, and auto OE segments.
PMS house
Edelweiss Asset Management Ltd
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