Edelweiss Focused Mid & Small Cap Portfolio Approach PMS: Returns, AUM & Details
Edelweiss Asset Management Ltd • Equity
Edelweiss Focused Mid & Small Cap Portfolio Approach is an equity portfolio management service (PMS) strategy run by Edelweiss Asset Management Ltd, launched on 3 Aug 2015. It is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +12.02% over 1 year, +7.98% over 3 years and +19.61% over 5 years (+10.72% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
3-year return
+7.98%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
N/A
Benchmark Index
Nifty 500 TRI
Inception Date
03/08/2015
Trailing Returns
Trailing returns
Period
Return
3 Months
-3.76%
1 Year
+12.02%
3 Years
+7.98%
5 Years
+19.61%
Since Inception
+10.72%
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.
Frequently asked questions about Edelweiss Focused Mid & Small Cap Portfolio Approach
What are the returns of Edelweiss Focused Mid & Small Cap Portfolio Approach?
Edelweiss Focused Mid & Small Cap Portfolio Approach has a 1-year return of +12.02%, a 3-year return of +7.98%, a 5-year return of +19.61% and +10.72% since inception. Past performance is not indicative of future results.
What is the minimum investment for Edelweiss Focused Mid & Small Cap Portfolio Approach?
The minimum investment for Edelweiss Focused Mid & Small Cap Portfolio Approach is ₹50 Lakhs.
When was Edelweiss Focused Mid & Small Cap Portfolio Approach launched?
Edelweiss Focused Mid & Small Cap Portfolio Approach was launched on 3 Aug 2015. It has a 10-year track record.