Expert-managed portfolios tailored to your financial goals.
Edelweiss Structured Solutions use a mix of debt, equity, and derivatives to offer customized strategies that balance capital protection, income generation, and equity upside.
Bhavesh Jain is a Senior Fund Manager – Equity at Edelweiss Asset Management Ltd., with over 15 years of experienc... Bhavesh Jain is a Senior Fund Manager – Equity at Edelweiss Asset Management Ltd., with over 15 years of experience in managing equity and arbitrage strategies. He has been associated with Edelweiss since 2008, playing a key role in designing and managing the AMC’s arbitrage and hedged equity funds, including the flagship Edelweiss Arbitrage Fund and Edelweiss Balanced Advantage Fund. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 1.11% | 0.08% | 1.03% |
| 3 Months | 3.26% | 1.7% | 1.56% |
| 6 Months | 6.84% | 4.28% | 2.56% |
| 1 Year | 15.76% | 9.62% | 6.14% |
| 2 Year | 16.22% | 10.04% | 6.18% |
| 3 Year | 12.91% | 10.39% | 2.52% |
| 5 Year | 12.13% | 10.17% | 1.96% |
| Since Inception | 9.25% | 9.91% | -0.66% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.84% | 1.27% | 1.11% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | 0.38% | 1.23% | 0.08% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.46% | 0.04% | 1.03% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.19% | 1.09% | 1.37% | 1.88% | 1.37% | 1.24% | 1.26% | 1.13% | 1.18% | 1.2% | 1.11% | 1.13% |
| Benchmark | 0.86% | 0.75% | 1.17% | 1.31% | 0.94% | 0.55% | 0.85% | 0.55% | 0.82% | 0.95% | 0.94% | 0.63% |
| Alpha | 0.33% | 0.34% | 0.2% | 0.57% | 0.43% | 0.69% | 0.41% | 0.58% | 0.36% | 0.25% | 0.17% | 0.5% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 1.38% | 1.21% | 1.16% | 1.57% | 1.28% | 1.43% | 1.4% | 1.12% | 1.34% |
| Benchmark | -- | -- | -- | 0.56% | 0.75% | 0.81% | 0.95% | 0.82% | 0.98% | 0.87% | 0.8% | 0.69% |
| Alpha | -- | -- | -- | 0.82% | 0.46% | 0.35% | 0.62% | 0.46% | 0.45% | 0.53% | 0.32% | 0.65% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.7 | 2.7 | 2.7 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 2.9 | 2.9 | 2.9 | 3 | 3 | 3.1 | 3.1 | 3.1 | 3.2 | 3.2 | 3.2 | 3.3 |
| 2024 | -- | -- | -- | 2.5 | 2.6 | 2.6 | 2.6 | 2.7 | 2.7 | 2.7 | 2.8 | 2.8 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
ChatGPT
Claude
Perplexity
