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Edelweiss PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a top recommendation due to being an MF-driven PMS: Edelweiss has not succeeded in scaling up its investment capabilities on the equity fund management side, to the same level it has built up its other business units. We would wait for their AUM to scale and investment team to stabilise & mature prior to recommending investments.

The PMS/AIF AMC Rating is derived on the basis of our analysis on 5 key qualitative parameters that we use to analyse the quality of a PMS/AIF Provider. These include an assessment of the size of the AMC, the pedigree of the AMC, the pedigree of the team, the value of the investment philosophy & the level of differentiation. These insights of our central research team are documented in the IME RMS, and can be accessed during a consultation call with an IME PMS specialist.

PMS Background

Discretionary AUM (75cr) | Promoter Category ()

PMS Background

Edelweiss PMS is the PMS arm of the Edelweiss financial group (a highly respected diversified financial firm with expertise in lending, broking and investment banking).

PMS Investment Philosophy

Edelweiss PMS does not have a clearly defined PMS level investment philosophy.

Inv Team

Investment Team

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

Scheme Category Style 1 yr 3 yr 5 yr Since Inc
Edelweiss PMS Focused Mid/Smallcap Small Cap GARP 24.6 12.1 25.1 12

Returns as of 30-Sep-24.

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Details shared above, are only a short-snapshot of the more detailed analysis that resides in IME’s Proprietary RMS (Research Management Solution).

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