Focused Mid and Smallcap Portfolio

Edelweiss Global Wealth Management Ltd
PMS Small & Mid Cap
Benchmark
Nifty 50 TRI
Inception Date
3 August 2015
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
No

Investment Strategy

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.

Investment 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

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.85% -0.28% -2.57%
3 MONTHS 0.20% 6.33% -6.13%
6 MONTHS 0.25% 2.92% -2.67%
1 YEAR 1.60% 11.88% -10.28%
2 YEAR 6.59% 10.97% -4.38%
3 YEAR 12.38% 14.31% -1.93%
5 YEAR 15.94% 14.67% 1.27%
SINCE INCEPTION 9.82% 12.68% -2.86%

Calendar Year Performance

Year Return
CY 2025 1.60%
CY 2024 11.84%
CY 2023 24.92%
CY 2022 -12.17%
CY 2021 68.07%
CY 2020 27.04%
CY 2019 -4.57%
CY 2018 -27.04%
CY 2017 41.89%
CY 2016 -4.76%
CY 2015 5.90%

Financial Year Performance

Year Return
FY 26_YTD 21.81%
FY 25 -3.82%
FY 24 26.74%
FY 23 -9.49%
FY 22 31.67%
FY 21 101.53%
FY 20 -29.94%
FY 19 -16.79%
FY 18 12.98%
FY 17 20.18%
FY 16 -6.03%

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

Fund Managers

Prolin Nandu

Fund Manager

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.

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
24
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
10 Yrs, 4 Months
sip
Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 0%

Profit Sharing: 20%

Exit Load

Year 1: 3%

Year 2: 2%

Year 3: 1%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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