Edelweiss Focused Mid & Small Cap Portfolio - Series II PMS: Returns, AUM & Details
Edelweiss Asset Management Ltd • Equity
Edelweiss Focused Mid & Small Cap Portfolio - Series II is an equity portfolio management service (PMS) strategy run by Edelweiss Asset Management Ltd, launched on 18 Jan 2018. It is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +8.41% over 1 year, +6.48% over 3 years and +19.60% over 5 years (+10.27% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
3-year return
+6.48%
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
18/01/2018
Trailing Returns
Trailing returns
Period
Return
3 Months
-4.03%
1 Year
+8.41%
3 Years
+6.48%
5 Years
+19.60%
Since Inception
+10.27%
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 - Series II
What are the returns of Edelweiss Focused Mid & Small Cap Portfolio - Series II?
Edelweiss Focused Mid & Small Cap Portfolio - Series II has a 1-year return of +8.41%, a 3-year return of +6.48%, a 5-year return of +19.60% and +10.27% since inception. Past performance is not indicative of future results.
What is the minimum investment for Edelweiss Focused Mid & Small Cap Portfolio - Series II?
The minimum investment for Edelweiss Focused Mid & Small Cap Portfolio - Series II is ₹50 Lakhs.
When was Edelweiss Focused Mid & Small Cap Portfolio - Series II launched?
Edelweiss Focused Mid & Small Cap Portfolio - Series II was launched on 18 Jan 2018. It has an 8-year track record.