The Edelweiss Midcap Marvels have delivered a CAGR return of 49.0% since inception (4 June, 2014) as against CNX Midcap Index CAGR return of 14.4%.
Product description and Investment Objective – Product description: The portfolio seeks to achieve capital appreciation by predominantly investing in high-growth companies – Bottom-up approach by selecting stocks that adhere to our investment philosophy – Investment objective: – Generate market outperformance over benchmark and comparable diversified Mutual Funds – Take calculated risk – Focus on identifying top 7 stocks from investment universe – Constantly look for ideas to generate better risk adjusted returns
Product risk profile and Strategy
– Product Strategy
-Maximum 7 stock portfolio
– Flexible sector and market cap allocation
– Monthly portfolio review
– No stock and sector limits