Skip to content
WealthTicker

Bharat Lahoti

Fund Manager & Co-head, Factor Investing at Edelweiss

Bharat Lahoti is named on 27 schemes at Edelweiss, managing there since 18 Sep 2017. Of the 18 ranked with a three-year record, 3-year CAGR runs from 41.3% (Edelweiss Gold and Silver ETF FOF - Direct Plan - Growth) down to 4.3% (Edelweiss Balanced Advantage Fund - Regular Plan - Quaterly IDCW), across FoF Domestic, FoF Overseas, Sectoral/ Thematic and 7 more categories. Returns are computed from AMFI NAV history and are net of expenses; the roles and dates come from Edelweiss's SEBI filings.

Schemes named on
27
Managing since
18 Sep 2017

Background

Qualifications
BE (Electronics & Telecommunication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies
Experience
Bharat Lahoti has 13 years of experience in areas of portfolio management, macro and sector research. He has earlier worked with marquee investment banks and asset management companies. His last assignment before joining Edelweiss Asset Management Limited was with DE Shaw Group, a global hedge fund, as a senior manager working on fundamental and quantitative research ideas..

Funds Bharat Lahoti manages

18

Named on 27 schemes; the 18 with a three-year record are ranked by 3Y CAGR. Open a fund for NAV history, rolling returns, risk metrics and peer rank.

1Edelweiss Gold and Silver ETF FOF★★★★☆+40.6%+41.3%—0.20%₹3,034Cr
2Edelweiss US Technology Equity Fund of Fund★★★☆☆+24.3%+32.7%+17.4%0.72%₹4,133Cr
3Edelweiss Emerging Markets Opportunities Equity Offshore Fund★★★★☆+44.0%+29.9%+12.4%0.59%₹234.46Cr
4Edelweiss Europe Dynamic Equity Offshore Fund★★★★☆+19.1%+25.1%+16.2%0.68%₹244.04Cr
5Edelweiss Greater China Equity Off-shore Fund★★☆☆☆+21.3%+24.8%+6.3%0.75%₹3,116Cr
6Edelweiss US Value Equity Offshore Fund★★★☆☆+25.3%+20.1%+14.8%0.79%₹219.87Cr
7Edelweiss Recently Listed IPO Fund★★★☆☆+20.7%+17.0%+11.4%1.13%₹983.09Cr
8Edelweiss ASEAN Equity Off-shore Fund★★☆☆☆+19.1%+17.0%+10.7%0.75%₹148.53Cr
9Edelweiss Nifty Midcap150 Momentum 50 Index Fund★★★★☆+1.4%+13.5%—0.84%₹1,618Cr
10Edelweiss Aggressive Hybrid Fund★★★★★+0.1%+12.3%+12.5%0.70%₹3,643Cr
11Edelweiss Equity Savings Fund★★★★★+7.2%+11.0%+9.4%1.14%₹1,344Cr
12Edelweiss Balanced Advantage Fund★★★☆☆+2.3%+10.1%+8.7%0.81%₹12,896Cr
13Edelweiss Large Cap Fund★★★☆☆-3.8%+9.4%+9.0%1.00%₹1,427Cr
14Edelweiss Multi Asset Allocation Fund★★☆☆☆+6.4%+7.4%—0.79%₹2,665Cr
15Edelweiss Arbitrage Fund★★★★☆+6.7%+7.4%+6.9%1.58%₹14,863Cr
16Edelweiss Nifty 100 Quality 30 Index Fund★★★☆☆-4.6%+7.3%+6.5%0.60%₹142.29Cr
17Edelweiss Nifty 50 Index Fund★★★☆☆-8.3%+5.9%+5.9%0.14%₹286.17Cr
18Edelweiss Balanced Advantage Fund - Regular Plan - Quaterly—-2.0%+4.3%+3.5%——

NAV data as of 05 Oct 2026. Role, qualifications and tenure are disclosures from Edelweiss’s Scheme Information Documents and Statement of Additional Information — SEBI filings, not our assessment of anyone. 1 of the 27 scheme assignments come from another of the house’s filings naming them rather than from that scheme’s own document, so that list may be incomplete. Returns are computed from AMFI NAV history; see our methodology. A fund’s performance is not attributable to one person, and nothing here is investment advice.

All Edelweiss funds