Edelweiss Financial services limited

Edelweiss Financial services limited

AUM (Cr.)

N/A

Clients

N/A

Inv. Approach

3

As On Date

N/A

Edelweiss Public Alternatives, a part of the Edelweiss Group, is an investment management business guided by a disciplined and cyclical approach to investing. We believe businesses move through two phases — from Good to Great and from Great to Good. Our focus is on identifying and owning companies in their Good-to-Great phase, which forms our Buy discipline, while simultaneously protecting capital by avoiding the potential losses that occur during the Great-to-Good transition, which defines our Sell or Say No discipline.

AIF Investments

AIF Investment Approach(s) Returns
Investment Approach Category 1 Yr Return 2 Yr Return 3 Yr Return 5 Yr Return Inception Date
Catalyst Opportunities Fund Long Only -11.59% 6.98% 6.78% 13.13% Jun 2018
Alternative Equity Scheme Long Short -7.46% 6.15% 4.84% 6.45% Aug 2014
Consumer Trends Fund Long Short 1.32% 17.10% 13.34% NA Apr 2021

* All performance above are as on 30th September 2025, * Above 1 year returns are in CAGR*

Portfolio Managers

Mr. Gautam Berry
Mr. Gautam Berry

Fund Manager

A CFA Charterholder with an MS in Finance from the University of Illinois, Urbana-Champaign, and a Bachelor of Engineering from the University of Mumbai. Possesses over a decade of experience across research, trading, operations, and leading processes for new fund launches, having also contributed to one of India’s first AIF startups.

AMC Reg. Address

Edelweiss House, Windsor Ln, Kolivery Village, MMRDA Area, Kalina, Santacruz East, Mumbai, Maharashtra 400098 SEBI Reg No.: IN/AIF3/12-13/0004

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