Edelweiss Asset Management Ltd

Edelweiss Asset Management Ltd

AUM (Cr.)


No. of Clients


No. of Investment Approach


As On

30 April 2024

Edelweiss Group is into financial services and they are the top investment bankers in the country. Edelweiss Financial Services Limited is co-founded by Veteran Mr.Rashesh Shah, who is also the Chief Executive Officer (CEO) and Chairman. Initially, Edelweiss group worked on private equity syndication, mergers and acquisitions & focused on advisory services. Edelweiss was founded in 1995 by Rashesh Shah and Venkat Ramaswamy. At Edelweiss Asset Management, they are committed to offering desirable services with importance on teamwork. The Edelweiss Asset management business function is built on a Deep knowledge-based foundation, backed by a strong track record and a verified business model.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Focused Mid Smallcap
SMALL & MID CAP 27.59% 9.56% 15.73% 17.71% 03 Aug, 2015

* Returns are as on  30th April 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

AIF Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Catalyst Opportunities Fund
CAT III - LONG ONLY 19.89% 7.85% 11.33% 11.44% Jun 2018
Consumer Trends Fund
CAT III - LONG SHORT 28.41% 15.35% 14.95% NA Apr 2021

* All performance above are as on 30th April 2024,  * Above 1 year returns are in CAGR* 

Portfolio Manager Profile

Mr. Gautam Berry

Mr. Gautam Berry

Fund Manager, PMS

Mr. Nalin Moni

Mr. Nalin Moni

CIO Alternative Equities

Mr. Vivek Sharma

Mr. Vivek Sharma

Fund Manager

AMC Registered Address

Edelweiss House, Off Cst Road, Kalina ,Mumbai,Maharashtra,India-400098
SEBI Reg No : INP000004631

AMC Investor Login Link

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AMC Website Link

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AMC Social Media

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We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.