Edelweiss Global Wealth Management Limited • Equity
Edelweiss Focused Mid and Small Cap Portfolio - Series II is an equity portfolio management service (PMS) strategy run by Edelweiss Global Wealth Management Limited, launched on 18 Jan 2018. As of 30 Sep 2026, it manages ₹9.87 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +8.23% over 1 year, +6.88% over 3 years and +6.56% over 5 years (+9.32% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 0.82 percentage points ahead of its benchmark. Its 3-year return ranks 137th 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: Kings of Capital (+7.01%), Edelweiss Focused Mid and Small Cap Portfolio Approach (+7.00%), PGIM India Equity Portfolio Series II (+6.76%), Axis Core & Satellite Portfolio (+6.63%).
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 | -4.00% |
| 3 Months | +1.94% |
| 1 Year | +8.23% |
| 3 Years | +6.88% |
| 5 Years | +6.56% |
| Since Inception | +9.32% |
| management fee | Fixed Fees: 2.5% |
| performance fee | Variable Fees: for returns upto 12% per annum before tax-NIL for returns above 12% per annum before tax-15% |
| exit load | Before 1 year: 3% 1-2 year: 2% 2-3 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 - Series II has a 1-year return of +8.23%, a 3-year return of +6.88%, a 5-year return of +6.56% and +9.32% 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 - Series II returned +6.56% against +6.37% for the Nifty 50 TRI, 0.19 percentage points ahead. Over 3 years it returned +6.88% against +6.06%; Over 1 year it returned +8.23% 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 - Series II's 3-year return of +6.88% ranks 137th as of 30 Sep 2026.
Edelweiss Focused Mid and Small Cap Portfolio - Series II is managed by Prolin Nandu at Edelweiss Global Wealth Management. The strategy manages ₹9.87 Cr of client assets as of 30 Sep 2026.
Edelweiss Focused Mid and Small Cap Portfolio - Series II manages ₹9.87 Cr of client assets as of 30 Sep 2026.
The fee structure for Edelweiss Focused Mid and Small Cap Portfolio - Series II includes: management fee: Fixed Fees: 2.5%; performance fee: Variable Fees: for returns upto 12% per annum before tax-NIL for returns above 12% per annum before tax-15%; exit load: Before 1 year: 3% 1-2 year: 2% 2-3 year: 1%.
The minimum investment for Edelweiss Focused Mid and Small Cap Portfolio - Series II is ₹50 Lakhs.
Edelweiss Focused Mid and Small Cap Portfolio - Series II was launched on 18 Jan 2018. It has an 8-year track record.
Description
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