Edelweiss Asset Management Ltd

Edelweiss Asset Management Ltd

AUM (Cr.)

45.07

No. of Clients

61

No. of Investment Approach

4

As On

31 August 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 24.59% 19.48% 12.10% 25.08% 03 Aug, 2015

* Returns are as on  30th September 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 28.21% 16.21% 10.04% 16.75% Jun 2018
Alternative Equity Scheme
CAT III - LONG SHORT 23.71% 8.93% 2.06% 10.47% Aug 2014
Consumer Trends Fund
CAT III - LONG SHORT 30.52% 17.95% 12.56% NA Apr 2021

* All performance above are as on 31st August 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

Mr. Yashodhan Nerurkar

Mr. Yashodhan Nerurkar

Fund Manager

Articles

NA

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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