Edelweiss Global Wealth Management Limited • Equity
Edelweiss Focused Mid and Small Cap Portfolio Approach is an equity portfolio management service (PMS) strategy run by Edelweiss Global Wealth Management Limited, launched on 3 Aug 2015. As of 30 Sep 2026, it manages ₹19.86 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +5.21% over 1 year, +7.00% over 3 years and +6.74% over 5 years (+9.61% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 0.94 percentage points ahead of its benchmark. Its 3-year return ranks 136th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Prolin Nandu.
Ranked nearby on 3-year return: Spark India 75 Active Alpha Strategy (+7.03%), Kings of Capital (+7.01%), Edelweiss Focused Mid and Small Cap Portfolio - Series II (+6.88%), PGIM India Equity Portfolio Series II (+6.76%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -5.45% |
| 3 Months | -2.22% |
| 1 Year | +5.21% |
| 3 Years | +7.00% |
| 5 Years | +6.74% |
| Since Inception | +9.61% |
| management fee | Fixed Fees: upto 2.50% |
| performance fee | Variable Fees: hurdle rate upto 15% per annum before tax-NIL above 15% per annum before tax - 20% |
| exit load | 1st year - 3% 2nd year - 2% 3rd year - 1% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callEdelweiss Focused Mid and Small Cap Portfolio Approach has a 1-year return of +5.21%, a 3-year return of +7.00%, a 5-year return of +6.74% and +9.61% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Edelweiss Focused Mid and Small Cap Portfolio Approach returned +6.74% against +6.37% for the Nifty 50 TRI, 0.37 percentage points ahead. Over 3 years it returned +7.00% against +6.06%; Over 1 year it returned +5.21% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Edelweiss Focused Mid and Small Cap Portfolio Approach's 3-year return of +7.00% ranks 136th as of 30 Sep 2026.
Edelweiss Focused Mid and Small Cap Portfolio Approach is managed by Prolin Nandu at Edelweiss Global Wealth Management. The strategy manages ₹19.86 Cr of client assets as of 30 Sep 2026.
Edelweiss Focused Mid and Small Cap Portfolio Approach manages ₹19.86 Cr of client assets as of 30 Sep 2026.
The fee structure for Edelweiss Focused Mid and Small Cap Portfolio Approach includes: management fee: Fixed Fees: upto 2.50%; performance fee: Variable Fees: hurdle rate upto 15% per annum before tax-NIL above 15% per annum before tax - 20%; exit load: 1st year - 3% 2nd year - 2% 3rd year - 1%.
The minimum investment for Edelweiss Focused Mid and Small Cap Portfolio Approach is ₹50 Lakhs.
Edelweiss Focused Mid and Small Cap Portfolio Approach was launched on 3 Aug 2015. It has an 11-year track record.
Description
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