Edelweiss Focused Mid and Small Cap Portfolio Approach
Edelweiss Focused Mid and Small Cap Portfolio Approach is a Equity Portfolio Management Service launched by Edelweiss Global Wealth Management Limited on August 2015. Managed by Prolin Nandu, the fund holds ₹22 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh, with a upto 2.50%% fixed fee and hurdle rate upto 15% per annum before tax-NIL above 15% per annum before tax - 20%% performance fee. Trailing returns: 7.66% (1Y), 11.35% CAGR (3Y), 10.07% since inception. Performance data as of July 2026.
Edelweiss Focused Mid and Small Cap Portfolio Approach
21.55 CR AUM
Edelweiss Focused Mid and Small Cap Portfolio Approach
21.55 CR AUM

prolin nandu
What is this fund's investment objective?
Edelweiss Focused Mid and Small Cap Portfolio Approach follows a disciplined and data driven investment process aimed at long term capital appreciation by identifying businesses transitioning from good to great. The strategy targets high potential mid cap and small cap companies and applies benchmark independent allocation while focusing on quality businesses with strong growth potential. Stock selection is guided by a proprietary five filter framework consisting of Integrity, Strength, Focus, Excellence and Vision which evaluates management quality, industry structure, business focus, capital allocation and stakeholder orientation. The portfolio is built through a structured filtering process that maps a large universe of companies into thematic clusters and constructs a focused portfolio of approximately twenty to fifty stocks with position sizing generally ranging between one percent and seven percent. Investment themes driving the portfolio include Automation, Brands and Intellectual Property, Change Catalysts, Dollar Export opportunities, Energy Transition, Financialization, Geopolitics and Healthcare, which represent long term structural growth areas. Portfolio construction emphasizes disciplined research, valuation discipline and identification of companies entering the growth phase while avoiding businesses moving from great to good. Sector agnostic. Market cap small cap and mid cap.
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