APMI

Edelweiss Focused Mid & Small Cap Portfolio - Series II

Investment Approach Details

₹5.31

(AUM CR)

PMS Provider Name

Edelweiss Asset Management Ltd

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

18/01/2018

Age

6.3 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

2.5%

Variable Fees Structure

for returns up to 125 per annum before tax - Nil for returns above 12% per annum before tax - 15%

Exit Load

Before 1 year : 3% 1-2 year : 2% 2-3 year : 1%

Purpose

The strategy mainly focuses on companies that offer long-term business growth through sustainable competitive advantage, promoter integrity and capabilities, strong cash Flows and profitability.

Fund Manager Details


Radhika Gupta
Work Exp. NA
Email ID radhika.gupta@edelweissmf.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.16

1 Year Turnover

1.12