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Edelweiss AIF is a premium investment vehicle designed for sophisticated investors seeking to diversify beyond traditional equity and debt markets.

Managed by Edelweiss AMC, a trusted name in the Indian financial services sector, this fund caters to High Net-Worth Individuals (HNIs) and institutional investors.

The Edelweiss Alternative Investment Fund aims to deliver superior risk-adjusted returns by investing in non-traditional assets such as private equity, pre-IPO companies, high-yield debt, and structured products.

This investment strategy leverages deep research capabilities, sector expertise, and long-term value-driven approach.

In summary, Edelweiss Alternative Investment products are ideal for investors looking to enhance portfolio diversification, access exclusive deals, and potentially generate higher returns with professional risk management.

Edelweiss AIF - Business Summary

Total AUM

Rs.23.99 Cr.

Avg. 1 Year Return

4.70%

Active Clients

41

No. of Strategies

3

Minimum Investment

Rs.1 Crore

Experience

10 Years

Compounded Annual Returns of Edelweiss Alternative Investment Fund

1 Year

4.70%

Nifty 50 - 1 Year

9.02%

3 Year

6.99%

Nifty 50 - 3 Year

27.34%

5 Year

12.59%

Nifty 50 - 5 Year

22.60%

Edelweiss AIF Charges or Fees

Fixed Fees

2.5% of Fund Value

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

Flat 20% of Profit

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Edelweiss AIF Strategies or Investment Approach

Strategy AUM 1 Year Return
Edelweiss Alternative Equity Scheme AIF Strategy
Rs.28.07 Cr.
3.27%
Edelweiss Catalyst Opportunities Fund AIF Strategy
Rs.57.39 Cr.
3.91%
Edelweiss Consumer Trends Fund AIF Strategy
Rs.306.45 Cr.
6.91%

Top Fund Managers of Edelweiss Alternative Investment

#1

Mr. Gautam Berry

#2

Mr. Nalin Moni

#3

Mr. Nalin Moni

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Investment Solutions offered by Edelweiss Investment Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

No Charges

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Support provided by Edelweiss Alternative Investment

Call Support

Available

Email Support

Not Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Edelweiss AIF Dashboard or Backoffice Platform

Web Platform


Edelweiss Alterntive Investment Fund - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.1 Crore

Documents required to Invest in Edelweiss AIF

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Edelweiss Alternative Investment Manger - SEBI Details

SEBI Reg. No.

INP000000613

Contact Person

Nishanth Sekar

Email ID

nishanth@unificap.com

Telephone No.

044-2833-1556

Address

A Block, 8th Floor, Shiv Sagar Estate,Dr. Annie Besant Road, Worli,Mumbai - 400 018

Starting Date

Mar 01, 2017

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