Edelweiss India Multimanager Equity Fund
The Edelweiss India Multimanager Equity Fund strategically allocates 47% to equities, capturing India's growth potential through a diversified, multi-manager approach.
What This Strategy Does
Role in a Diversified Portfolio
CW Expert Research Notes
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Benchmark Performance Comparison
Detailed Risks
Market Risk
Potential recession risks amid slowing global growth could trigger demand contraction, impacting cyclical sectors like industrials and consumer discretionary, though large-cap bias mitigates downside.
Disclaimer: Investments in Alternative Investment Funds (AIFs) are complex and involve a high degree of risk. They are strictly offered via private placement and there is no assurance of returns or capital protection. Further, subscriptions to AIF funds are restricted exclusively to eligible high-net-worth individuals, institutions, or accredited investors meeting the statutory threshold. Prospective investors should review the Private Placement Memorandum (PPM) and consult their financial advisors before making an investment decision. In the case of Category III AIFs, in funds utilizing leverage there may be an increase in the volatility of returns.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Delivers flexibility that matters during market transitions. By investing across capitalizations without constraints, this approach allows fund managers to rotate capital toward the best risk-reward opportunities—whether that's defensiveness in large caps during uncertainty or growth capture in smaller companies during expansions. This adaptability can smooth portfolio returns across varying market conditions.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Ajitkumar Paudel
Lead Portfolio Manager
Ajitkumar Paudel is a Fund Manager with approximately 10+ years of experience in investment management, with a focus on equity-oriented investment strategies. His responsibilities span investment research, portfolio construction, portfolio monitoring and implementation of investment strategies. Within the Edelweiss India Multimanager Equity Fund, his role is supported by a broader research-led and disciplined investment framework, where portfolio construction combines fundamental analysis, manager selection and ongoing investment oversight rather than relying solely on individual stock-picking.
Manager's Investment Philosophy
Follows a research-driven, style-agnostic approach focused on identifying robust businesses with sustainable growth potential and attractive valuations. The philosophy emphasizes business quality, governance, scalability and long-term earnings potential, while avoiding excessive dependence on short-term market or sector calls.
Amit Agarwal
Co-Portfolio ManagerHe has been associated with our Company since April 1, 2017. He is responsible for managing the entire lifecycle of investment and creating exit strategies in several assets under Private Credit business vertical and has also been instrumental in fund raising efforts for funds in our Company. He has completed his bachelor’s degree in commerce from the University of Lucknow.
CW Expert Take
Edelweiss brings capital markets expertise to fund management. Their investment teams leverage deep sectoral knowledge from the parent group's domain experience. The fund house combines fundamental research with market structure understanding, useful across equity positioning and credit cycle navigation.
Firm Overview
Subsidiary of Edelweiss Financial Services Ltd. Primarily the AMC of Edelweiss Mutual Fund; also manages two AIF trusts (Cat II and Cat III) and PMS strategies, both small in size.
Investment Philosophy & Approach
Disciplined Approach
Edelweiss follows a research-driven, disciplined investment framework combining fundamental analysis and manager selection.
Quality Focus
Emphasis on identifying robust businesses with sustainable growth potential, strong governance and scalability.
Long-Term Mindset
Focuses on long-term earnings potential, avoiding excessive reliance on short-term market factors.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
STCG | <12 Months 20%
LTCG | >>12 Months 12.5% on gain above 1.25 Lakh
Tax Implications (India)