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Edelweiss - Focused Mid Smallcap
Edelweiss - Focused Mid Smallcap

Edelweiss - Focused Mid Smallcap

  • Edelweiss Asset Management Ltd
  • Small AND Mid Cap
  • 21
    Out of 26*
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PMS Bazaar
Portfolio age10 years, 4 months
2.57%
4.62%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment50 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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

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

bt_logoPORTFOLIO MANAGERS

Prolin Nandu
  • Manager Rank33 Out of 35
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr3.01%
Profile

Prolin 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.

Other Schemes
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0.00%
Benchmark
Nifty 50 TRI
Category
Small AND Mid Cap
Category Rank
39 Out of 53
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Small AND Mid Cap
Category Rank
44 Out of 53
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
UNDISC.
Hurdle Rate
0.00%
Benchmark
Nifty 50 TRI
Category Rank
39 Out of 53
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 53
Fixed Fee
2.50%
AUM (₹ Cr)
₹1,992.70 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 53
Fixed Fee
2.50%
AUM (₹ Cr)
₹19.07 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 53
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 53
Fixed Fee
1.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 53
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Edelweiss Asset Management Ltd
Edelweiss Asset Management Ltd manages assets worth Rs 25.29 crores. Its current offering of PMS schemes includes 2 Small And Mid Cap schemes.

AUM (₹ cr)

25.29 (As on Oct, 2025)

Number of Schemes

2
Schemes From This AMC
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0.00%
Benchmark
Nifty 50 TRI
Category
Small AND Mid Cap
Category Rank
39 Out of 53
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Small AND Mid Cap
Category Rank
44 Out of 53
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

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.