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
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -5.08% | 1.30 | 20.37% | 64.8% |
Key Portfolio Attributes
Mr. Utsav Mehta
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Edelweiss Global Wealth Management Ltd Focused Mid and Smallcap Portfolio | -0.14% | -9.02% | -4.07% | 18.33% | 18.53% | 10.69% | 11.60% | 11.16% | 8.98% |
| Nifty 50 TRI | -0.51% | -3.80% | 3.36% | 15.07% | 18.01% | 14.63% | 12.94% | - | 12.51% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Edelweiss Global Wealth Management Ltd Focused Mid and Smallcap Portfolio | Small & Mid Cap | Mr. Prolin Nandu | 03 August 2015 | 10Y 7M | Nifty 50 TRI | 8.98% | - | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | -12.82% | 3.92% | 64.8% | -8.90% | 1.39 | 20.37% | -0.10 | -1.83% | -0.14 | 48.00 % |
| Nifty 500 | -9.67% | 4.59% | -5.08% | 1.30 | -2.78% | -0.26 | 44.80 % | |||
| Nifty Midcap 100 | -9.50% | 5.37% | -4.13% | 1.01 | -5.64% | -0.61 | 43.20 % | |||
| Nifty Smallcap 100 | 1.36% | 5.87% | 7.23% | 0.79 | -2.31% | -0.21 | 47.20 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 28th Feb 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 25.
