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bt_logoCOMPARE PMS SCHEMES

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Edelweiss Focused Mid & Small Cap Portfolio Series II
Fund Summary
CategorySmall AND Mid Cap
AUM (₹ cr)UNDISC.
Fixed Fee2.50%
Variable Fee1.50%
Hurdle RateNo Option
Profit Sharing20% Profit sharing on All Profits
BenchmarkNifty 50 TRI
Portfolio Age7 years, 11 months
Trailing Returns
Portfolio Manager
Prolin Nandu
Prolin Nandu
ProfileProlin Nandu is an accomplished expert in institutional equities with 14 years of experience in the industry. For 9 of those years, he was an integral member of GMO, where he played a vital role in managing an emerging markets fund valued at approximately USD 2.5 billion, with specific oversight of India exposure amounting to around USD 500 million. His extensive career encompasses tracking multiple sectors and companies across different market capitalisations.Prolin possesses prestigious qualifications, holding both a CFA and an MBA, which enhanced his passion for investing. He advocates for the virtuous learning cycle that weaves together investment lessons with life experiences.A strong proponent of the Indian narrative, Prolin is inspired by the belief that, if navigated wisely, India can secure decades of prosperity.In his leisure time, Prolin finds comfort in fiction, immersing himself in engaging narratives and exploring new realms through literature. He dedicatedly follows football and F1, eagerly anticipating a mean reversion in Manchester United's fortunes and a turnaround in luck for Ferrari, especially with the possibility of Lewis Hamilton wearing the iconic red. Prolin also enjoys travelling, seeking nourishment for his spirit through journeys across natural landscapes. Above all, he is captivated by the intricate tapestries of individual stories and the remarkable journeys they encompass.
Detailed Portfolio
Allocation by Market Cap
    Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed
Investment Details
Min. Investment5000000
SIP OptionAvailable
STP OptionAvailable
Exit Load Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.