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Often below a prior high
Roughly 60% 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 - Series II 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
- 8.22%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 5.56%
- Max DD
- -20.59%
- Calmar
- 0.27
- 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
14.52%
Annualised Return
5.56%
Hit Rate
57.14%
Maximum Drawdown
-20.59%
Annualised Volatility
24.94%
Sharpe Ratio
0.44
Sortino Ratio
0.23
Consistency Score
60.0%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 15.83%
- Worst Year Return P
- -1.13%
- Median Annual Return P
- 7.35%
- Average Monthly Return P
- 0.92%
- Geometric Mean Return P
- 0.68%
- Average Drawdown P
- -4.53%
- Median Drawdown P
- -1.80%
- Max Drawdown Duration P
- 7 mo
- Average Drawdown Duration P
- 4 mo
- Time to Recovery P
- 5 mo
- Return / Max Drawdown P
- 0.27
- Return / Avg Drawdown P
- 1.87
- Ulcer Index P
- 8.98%
- Positive Rolling Periods % P
- 45.00%
- Return Stability Score P
- 13.89
- Return Persistence P
- 0.12
- Worst Rolling 12M Return P
- -1.13%
- Best Rolling 12M Return P
- 16.07%
- Maximum Monthly Loss P
- -14.52%
- Worst 3-Month Period P
- -17.78%
- Worst 6-Month Period P
- -17.74%
- Return Smoothness Index P
- 10.38
- Pain Adjusted Return P
- 1.87%
- Worst Case Investor Entry P
- -1.13%
- Capital Preservation Score P
- 79.41%
- Aggressiveness Score P
- 7.20%
- Recovery Efficiency P
- 0.27
- Downside Volatility R
- 16.71%
- Upside Volatility R
- 16.84%
- Time in Drawdown % R
- 60.00%
- VaR 95% R
- -10.92%
- VaR 99% R
- -15.83%
- CVaR 95% R
- -14.52%
- CVaR 99% R
- -15.83%
- Semi Variance R
- 0.0023
- Volatility of Drawdowns R
- 5.88%
- CAGR per Unit Drawdown R
- 0.41
- Equity Curve Convexity R
- 0.01
- Return During Worst Market Year R
- -1.13%
- Return Skewness C
- 0.10
- Return Kurtosis C
- 1.13
- Coefficient of Variation C
- 7.78
- Calmar Ratio C
- 0.27
- Sterling Ratio C
- 0.41
- Burke Ratio C
- 0.19
Filings
Month-end SEBI filings. Missing months stay blank.
Edelweiss Focused Mid and Small Cap Portfolio Approach - Series II performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Edelweiss Focused Mid and Small Cap Portfolio Approach - Series II performed?
- Edelweiss Focused Mid and Small Cap Portfolio Approach - Series II (Edelweiss Global Wealth Management Limited) shows CAGR 5.56% and max drawdown -20.59% 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 - Series II CAGR / max drawdown?
- CAGR is 5.56%; max drawdown is -20.59%. 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 - Series II 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 - Series II?
- 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