- Manager
- Edelweiss Global Wealth Management
- Service
- Discretionary
- Asset class
- Equity
Edelweiss Focused Mid and Small Cap Portfolio Approach
+5.21%
1-year return
Benchmark NIFTY50(TRI) −7.09% · to 30 Sep 2026
Edelweiss Global Wealth Management’s Edelweiss Focused Mid and Small Cap Portfolio Approach returned 5.21% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY50(TRI). It managed ₹19.86 crore across its clients.
Key numbers
- AUM
- ₹19.86 Cr
- Benchmark
- NIFTY50(TRI)
- Turnover, past year
- 0.48×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY50(TRI) | Difference |
|---|---|---|---|
| 1 month | −5.45% | −6.03% | +0.58% |
| 3 months | −2.22% | −4.91% | +2.69% |
| 6 months | +24.38% | +2.13% | +22.25% |
| 1 year | +5.21% | −7.09% | +12.30% |
| 2 years | −0.83% | −5.29% | +4.46% |
| 3 years | +7.00% | +6.06% | +0.94% |
| 4 years | +8.86% | +8.47% | +0.39% |
| 5 years | +6.74% | +6.37% | +0.37% |
| Since inception | +9.61% | +10.44% | −0.83% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity92.20%₹18.31 Cr
- Cash and other7.80%₹1.55 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.53 Cr
- Net, Sep 2026
- −₹0.53 Cr
- Net, FY to date
- −₹1.26 Cr
- Turnover, month
- 0.07×
- Turnover, past year
- 0.48×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Edelweiss Focused Mid and Small Cap Portfolio Approach returned?
5.21% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.45%; 3 months: −2.22%; 6 months: 24.38%; 1 year: 5.21%; 2 years: −0.83%; 3 years: 7.00%; 4 years: 8.86%; 5 years: 6.74%; Since inception: 9.61%.
How has it done against its benchmark?
Its benchmark, the NIFTY50(TRI), returned −7.09% over the year, so the strategy was 12.30 percentage points ahead.
How much does Edelweiss Focused Mid and Small Cap Portfolio Approach manage?
₹19.86 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Edelweiss Focused Mid and Small Cap Portfolio Approach?
Edelweiss Global Wealth Management, a SEBI-registered portfolio manager (INP000008880), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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