Edelweiss Global Wealth Management PMS strategies
Edelweiss Global Wealth Management runs 2 portfolio management strategies listed with APMI, managing ₹29.73 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Edelweiss Focused Mid and Small Cap Portfolio Approach | Equity | Prolin Nandu | ₹19.86 Cr | +7.00% | +0.94 pts | up to 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| Edelweiss Focused Mid and Small Cap Portfolio - Series II | Equity | Prolin Nandu | ₹9.87 Cr | +6.88% | +0.82 pts | 2.5% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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