Edelweiss Focused Mid & Small Cap Portfolio


Key Portfolio Attributes

Mr. Utsav Mehta

Inception Date: 1 September 2015

Number of Stocks: Upto 25 small-midcap stocks with each having a maximum concentration of 10% of the aum

Portfolio Manager's Names: Mr. Utsav Mehta & Mr. Gautam Berry

Portfolio Manager's Experiences:

Mr. Utsav Mehta: More than a decade of experience

Mr. Gautam Berry: Over 8 years of experience

Fund Manager Qualification:

Mr. Utsav Mehta: Chartered Financial Analyst (CFA) charterholder and a graduate from Mumbai University.

Mr. Gautam Berry: CFA Charter holder from CFA Institute with Master of Science in Finance from University of Illinois, Urbana-Champaign, USA and Bachelors in Computer Engineering from Mumbai University.

Investment Objective

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

Investment Philosophy

Equity returns tend to mirror earnings growth trajectory over medium to long term

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 May 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Mar 22.


Do Not Simply Invest, Make Informed Decisions

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