Edelweiss India Multimanager Equity Fund — Series I

All Cap

Diversified

Equity

India Offshore Value Advantage

Others

Aggressive growth Investor Profile

Investor Profile

Empty

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Edelweiss India Multimanager Equity Fund invests in alternative assets for non-traditional growth opportunities.

What This Strategy Does

Edelweiss India Multimanager Equity Fund — Series I is an equity flexi-cap fund which captures India's ₹200 trillion consumption and private capex opportunity through a multi-manager approach, deploying capital across financials, industrials, and consumer sectors to achieve broad-based earnings growth.

CW Expert Research Notes

Consistent Outperformance

The fund has demonstrated resilient benchmark-relative behavior, outperforming the Nifty Midcap 150 TRI across multiple cycles, including delivering superior returns over the 1-year and 2-year periods.

Diversified Multi-Manager Approach

The fund's differentiated investment process combines exposure across multiple high-conviction strategies managed by established AMCs, providing a diversified yet focused portfolio with mid-cap and flexi-cap allocations.

Balanced Risk Profile

With a balanced market capitalization mix and sector positioning aligned with structural growth trends, the fund offers a compelling portfolio role as a core mid-cap holding, though risks from earnings disappointments or valuation compression warrant monitoring.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Detailed Risks

Market Risk

Potential recession driven by tightening monetary policy could trigger demand contraction, mitigated by mid-cap tilt.

Liquidity Risk

Volatility spikes could impair small/micro-cap execution, mitigated by large-cap weighting and cash buffers.

Concentration Risk

Financials sector concentration (33.11%) exposes fund to regulatory risks, mitigated by diversification across sectors.

Specific Strategy Risk

Regulatory changes impacting mid-cap universe could disrupt strategy execution, mitigated by monitoring and rebalancing.

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Harnesses the power of multi-manager diversification to navigate India's dynamic equity markets. By combining complementary investment styles and market cap exposures, this approach aims to smooth returns and reduce volatility across cycles. The impact is a more consistent, all-weather equity portfolio.

Broader Market View

Market Outlook

The Indian equity market appears to be in a post-correction recovery phase, offering an attractive entry point. Consumption revival, earnings normalization, and capex growth are driving the market upswing, benefiting sectors like consumer discretionary, financials, and industrials. However, risks such as margin pressures and cyclicality warrant a balanced approach.

Why This Strategy is Attractive Now

This strategy seems well-positioned for the current environment with exposure to consumer, financial, and technology sectors through market leaders. Its diversification across around 70 holdings, coupled with a moderate beta and flexibility, appears to provide a risk-adjusted balance of growth and stability. The strategy stands to benefit from the ongoing market recovery.

Investment Style & Process

Investment Style

The portfolio reflects a multi-manager approach that appears to combine growth and value styles across the market capitalization spectrum.

Why it Makes Sense

This diversified strategy may help navigate evolving market conditions by leveraging the strengths of multiple investment philosophies and processes.

High-Level Investment Process

Sourcing: The strategy sources exposure from a blend of actively managed funds spanning growth, value, and core investment styles across market capitalizations. Selection: Underlying funds are selected based on their proven track records, distinct investment philosophies, and complementary risk/return profiles. Construction: The portfolio is constructed through strategic allocation to the selected funds, aiming to optimize diversification while maintaining a coherent overall investment approach.

Portfolio Holdings Overview

SectoralAllocation

Capital Goods11.13%

Consumers20.1%

Technology8.3%

Utilities9.9%

Services12.7%

Energy & Infra4.7%

Financial Services33.11%