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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.

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Edelweiss Focused Mid and Small Cap Portfolio Approach

Edelweiss Global Wealth Management Limited

21.55 CR AUM

Edelweiss Focused Mid and Small Cap Portfolio Approach

Edelweiss Focused Mid and Small Cap Portfolio Approach

Edelweiss Global Wealth Management Limited

21.55 CR AUM

Nifty 50 TRI
Benchmark
10yr 11mo
Age
EQUITY
Strategy
upto 2.50%
Fixed Fees
hurdle rate upto 15% per annum before tax-NIL above 15% per annum before tax - 20%
Variable Fees
1st year - 3% 2nd year - 2% 3rd year - 1%
Exit Load
Nifty 50 TRI
Benchmark
10yr 11mo
Age
EQUITY
Strategy
upto 2.50%
Fixed Fees
hurdle rate upto 15% per annum before tax-NIL above 15% per annum before tax - 20%
Variable Fees
1st year - 3% 2nd year - 2% 3rd year - 1%
Exit Load
Fund manager

prolin nandu

Fund Manager
EQUITYStrategies

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.

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.

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.

How has Edelweiss Focused Mid and Small Cap Portfolio Approach performed?

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Wealth Creation Calculator

1M IA return
5.73%
1M benchmark return
1.67%
Alpha
4.06%
1M Wealth multiple
1.06x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
5.73%
1M benchmark return
1.67%
Alpha
4.06%
1M Wealth multiple
1.06x

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