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Often below a prior high
Roughly 55% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Edelweiss Focused Mid and Small Cap Portfolio Approach Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Edelweiss Global Wealth Management Limited
Age: 21 months
Trailing return from filed months
- 1Y
- 5.23%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 3.79%
- Max DD
- -19.59%
- Calmar
- 0.19
- Track
- 21 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Read of the numbers
Reported metrics only · not advice
Total Return
12.87%
Annualised Return
3.79%
Hit Rate
61.90%
Maximum Drawdown
-19.59%
Annualised Volatility
23.58%
Sharpe Ratio
0.42
Sortino Ratio
0.15
Consistency Score
65.0%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 11.08%
- Worst Year Return P
- 1.62%
- Median Annual Return P
- 6.35%
- Average Monthly Return P
- 0.83%
- Geometric Mean Return P
- 0.61%
- Average Drawdown P
- -4.10%
- Median Drawdown P
- -1.72%
- Max Drawdown Duration P
- 6 mo
- Average Drawdown Duration P
- 4 mo
- Time to Recovery P
- 5 mo
- Return / Max Drawdown P
- 0.19
- Return / Avg Drawdown P
- 1.84
- Ulcer Index P
- 8.27%
- Positive Rolling Periods % P
- 45.00%
- Return Stability Score P
- 14.69
- Return Persistence P
- 0.09
- Worst Rolling 12M Return P
- 1.62%
- Best Rolling 12M Return P
- 18.35%
- Maximum Monthly Loss P
- -14.24%
- Worst 3-Month Period P
- -16.54%
- Worst 6-Month Period P
- -15.41%
- Return Smoothness Index P
- 10.77
- Pain Adjusted Return P
- 1.84%
- Worst Case Investor Entry P
- 1.62%
- Capital Preservation Score P
- 80.41%
- Aggressiveness Score P
- 6.81%
- Recovery Efficiency P
- 0.19
- Downside Volatility R
- 16.78%
- Upside Volatility R
- 15.54%
- Time in Drawdown % R
- 55.00%
- VaR 95% R
- -10.37%
- VaR 99% R
- -15.01%
- CVaR 95% R
- -14.24%
- CVaR 99% R
- -15.01%
- Semi Variance R
- 0.0023
- Volatility of Drawdowns R
- 5.47%
- CAGR per Unit Drawdown R
- 0.38
- Equity Curve Convexity R
- 0.01
- Return During Worst Market Year R
- 1.62%
- Return Skewness C
- -0.11
- Return Kurtosis C
- 0.97
- Coefficient of Variation C
- 8.22
- Calmar Ratio C
- 0.19
- Sterling Ratio C
- 0.38
- Burke Ratio C
- 0.14
Filings
Month-end SEBI filings. Missing months stay blank.
Edelweiss Focused Mid and Small Cap Portfolio Approach performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Edelweiss Focused Mid and Small Cap Portfolio Approach performed?
- Edelweiss Focused Mid and Small Cap Portfolio Approach (Edelweiss Global Wealth Management Limited) shows CAGR 3.79% and max drawdown -19.59% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Edelweiss Focused Mid and Small Cap Portfolio Approach CAGR / max drawdown?
- CAGR is 3.79%; max drawdown is -19.59%. We only publish CAGR when there are enough months (≥12 on this track of 21 months). Learn more
- Where do Edelweiss Focused Mid and Small Cap Portfolio Approach returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Edelweiss Focused Mid and Small Cap Portfolio Approach?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more