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
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% |
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.
