Expert-managed portfolios tailored to your financial goals.
A bottom-up, high-conviction strategy that invests in 15–20 quality mid and small-cap companies with strong growth potential and long-term compounding ability.
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 | -9.85% | -11.3% | 1.45% |
| 3 Months | -15.58% | -14.44% | -1.14% |
| 6 Months | -15.41% | -9.02% | -6.39% |
| 1 Year | 2.77% | -3.99% | 6.76% |
| 2 Year | -0.58% | 1.19% | -1.77% |
| 3 Year | 7.79% | 10.02% | -2.23% |
| 5 Year | 8.34% | 10.01% | -1.67% |
| Since Inception | 7.85% | 10.74% | -2.89% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -6.22% | -0.14% | -9.85% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -11.3% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -3.18% | 0.37% | 1.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -6.24% | -14.24% | 3.8% | 4.13% | 11.06% | 5.01% | -2.29% | 0.16% | 2.24% | 2.57% | 0.55% | -2.85% |
| Benchmark | -0.45% | -5.79% | 6.31% | 3.48% | 1.92% | 3.37% | -2.77% | -1.21% | 0.77% | 4.62% | 1.92% | -0.28% |
| Alpha | -5.79% | -8.45% | -2.51% | 0.65% | 9.14% | 1.64% | 0.48% | 1.37% | 1.47% | -2.05% | -1.37% | -2.57% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 18.9 | 18.9 | 16.9 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 24.5 | 21 | 21.8 | 22.7 | 22.9 | 24 | 22.8 | 22.3 | 21.6 | 22.2 | 22.3 | 21.6 |
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