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Edelweiss - Focused Mid Smallcap
Edelweiss - Focused Mid Smallcap

Edelweiss - Focused Mid Smallcap

  • Edelweiss Asset Management Ltd
  • Small AND Mid Cap
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Portfolio age11 years, 2 months
3.36%
-1.14%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/08/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Pavan Garikapati
  • Manager Rank Out of 0
    i
    Rank is based on 3-year return
  • Schemes Managed0
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-Infinity%
Profile

.

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*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
21.53
(As on Aug, 2026)
Inception Date
Aug 03, 2015
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Not Available
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.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
0.00%
Profit Sharing
20% Profit share on profits
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INVESTMENT PHILOSOPHY

Objective

To identify a portfolio of reasonably valued companies with primary focus on their quality of earnings growth which is expected to unlock their value and lead to re-rating during the recommended investment horizon

Investment Approach

We adhere to the adopted philosophy of G2G investing. We endeavor to invest in the Good-to-Great phase of the companies and avoid the large loss that comes from Great-to-good transitions.

Calculators

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PEER ANALYSIS

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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Edelweiss Asset Management Ltd
Edelweiss Asset Management Ltd manages assets worth Rs 28.92 crores. Its current offering of PMS schemes includes

AUM (₹ cr)

28.92 (As on Aug, 2026)

Number of Schemes

0
Schemes From This AMC
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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Edelweiss - Focused Mid Smallcap?
The hurdle rate of Edelweiss - Focused Mid Smallcap is 0.00%.
What is the fixed fee charged in Edelweiss - Focused Mid Smallcap ?
The fixed fee charged in Edelweiss - Focused Mid Smallcap is 2.50%.
What is the variable fee charged in Edelweiss - Focused Mid Smallcap ?
The variable fee charged in Edelweiss - Focused Mid Smallcap is 1.50%.
What is the profit sharing in Edelweiss - Focused Mid Smallcap ?
The profit sharing in Edelweiss - Focused Mid Smallcap is 20% Profit share on profits.
What is the minimum investment in Edelweiss - Focused Mid Smallcap ?
The minimum investment in Edelweiss - Focused Mid Smallcap is ₹50 Lacs
What type of scheme is Edelweiss - Focused Mid Smallcap?
Edelweiss - Focused Mid Smallcap is an Equity scheme. It falls in the Small AND Mid Cap category.
What is the inception date of Edelweiss - Focused Mid Smallcap?
The inception date of Edelweiss - Focused Mid Smallcap is Aug 03, 2015.
What is the exit load of Edelweiss - Focused Mid Smallcap?
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.

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