Focused Mid and Small Cap Portfolio Series II

Edelweiss Global Wealth Management Ltd
PMS Small & Mid Cap
Benchmark
Nifty 50 TRI
Inception Date
9 January 2018
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

Our investment approach is guided by the "Good-to-Great" philosophy. We focus on identifying and investing in companies that are in their growth and expansion phases. This strategy is designed to mitigate the significant capital depreciation typically associated with companies experiencing a decline from a peak performance.

Investment Objective

The investment strategy focuses on identifying fundamentally sound companies trading at attractive valuations. The primary objective is to select entities exhibiting sustainable and high-quality earnings growth, which is anticipated to drive significant value realization and a subsequent upward valuation re-rating within the stipulated investment timeframe.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -3.95% -0.28% -3.67%
3 MONTHS -2.67% 6.33% -9.00%
6 MONTHS -1.44% 2.92% -4.36%
1 YEAR -1.13% 11.88% -13.01%
2 YEAR 3.41% 10.97% -7.56%
3 YEAR 9.87% 14.31% -4.44%
5 YEAR 15.34% 14.67% 0.67%
SINCE INCEPTION 8.77% 13.29% -4.52%

Calendar Year Performance

Year Return
CY 2025 -1.13%

Financial Year Performance

Year Return
FY 26_YTD 20.73%
FY 25 -7.74%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Prolin Nandu

Fund Manager

Prolin Nandu brings 14 years of extensive industry expertise in institutional equities. During a significant nine-year tenure at GMO, he was instrumental in the management of an emerging markets fund with an approximate value of USD 2.5 billion, including specific responsibility for India exposure totalling approximately USD 500 million. His professional background includes comprehensive coverage of diverse sectors and companies across various market capitalisations. Mr. Nandu holds esteemed professional designations, including CFA and MBA qualifications, which have further fueled his commitment to investment. He champions a continuous learning framework that integrates investment insights with real-world experiences. With a strong conviction in India's growth trajectory, Prolin is motivated by the potential for sustained economic prosperity over several decades through astute strategic management. In his personal pursuits, Prolin engages with fictional narratives, finding inspiration and exploration through literature. He is an avid follower of football and Formula 1, maintaining an optimistic outlook for Manchester United's performance and anticipating a positive shift in fortune for Ferrari, particularly with the potential involvement of Lewis Hamilton. Furthermore, Prolin finds enrichment through travel, seeking renewal by exploring natural environments. His profound interest extends to the unique narratives and remarkable experiences of individuals.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
7 Yrs, 11 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.50%

Hurdle: No Option

Profit Sharing: 20% Profit sharing on All Profits

Exit Load

Year 1: 3%

Year 2: 2%

Year 3: 1%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)