Edelweiss PMS strategies
Edelweiss runs 6 portfolio management strategies listed with APMI, managing ₹3.06 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 Structured Solutions Approach (ESS Strategy) | Debt | — | ₹2.77 Cr | +16.68% | — | — | ₹50 Lakhs | — |
| Edelweiss Event Arbitrage Portfolio Approach | Hybrid | — | ₹0.29 Cr | +4.64% | — | — | ₹50 Lakhs | — |
| Customized Family Office Approach | Multi Asset | — | — | +6.91% | — | — | ₹50 Lakhs | — |
| Edelweiss Focused Mid & Small Cap Portfolio Approach | Equity | — | — | +7.98% | — | — | ₹50 Lakhs | — |
| Edelweiss Focused Mid & Small Cap Portfolio - Series II | Equity | — | — | +6.48% | — | — | ₹50 Lakhs | — |
| Edelweiss Smart Asset Allocation Approach | Multi Asset | — | — | +13.97% | — | — | ₹50 Lakhs | — |
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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