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 | - | -0.96% | -3.76% | 12.02% | 18.53% | 7.98% | 19.61% | - | 10.72% |
| Nifty 50 TRI | 0.41% | -1.86% | -4.49% | 10.53% | 18.01% | 12.70% | 16.29% | 12.81% |
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 6M | Nifty 50 TRI | 10.72% | - | 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 | 5.92% | -14.82% | 64.8% | -8.90% | 1.39 | 20.37% | -0.10 | -1.83% | -0.14 | 48.00 % |
| Nifty 500 | 9.33% | -14.41% | -5.08% | 1.30 | -2.78% | -0.26 | 44.80 % | |||
| Nifty Midcap 100 | 9.89% | -14.02% | -4.13% | 1.01 | -5.64% | -0.61 | 43.20 % | |||
| Nifty Smallcap 100 | 20.78% | -13.55% | 7.23% | 0.79 | -2.31% | -0.21 | 47.20 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Aster DM Healthcare Ltd | 5.25 |
| Kirloskar Oil Engines Ltd | 5.23 |
| Equitas Small Finance Bank Ltd | 5.12 |
| JM Financial Ltd | 5.09 |
| Neuland Laboratories Ltd | 5.07 |
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 31st Jan 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.
