Skip to content
WealthTicker

Bhavesh Jain

Fund Manager & Co-head, Factor Investing at Edelweiss

Bhavesh Jain is named on 41 schemes at Edelweiss, managing there since 07 Aug 2013. Of the 22 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, Index Funds 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
41
Managing since
07 Aug 2013

Background

Qualifications
Master’s in management studies (Finance) from the Mumbai University.
Experience
Mr. Bhavesh Jain has Not a total work applicable, experience of over 17 as the years in the equity scheme is a market segment. He new has been associated scheme. with the AMC for over 14 years. Currently, he is co-head for hybrid and solution funds and manages various schemes of AMC and is a key person. He was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.

Funds Bhavesh Jain manages

22

Named on 41 schemes; the 22 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 MSCI India Domestic & World Healthcare 45 Index Fund★★★★★+17.8%+18.5%+13.6%0.55%—
8Edelweiss Recently Listed IPO Fund★★★☆☆+20.7%+17.0%+11.4%1.13%₹983.09Cr
9Edelweiss ASEAN Equity Off-shore Fund★★☆☆☆+19.1%+17.0%+10.7%0.75%₹148.53Cr
10Edelweiss Nifty Next 50 Index Fund★★★★☆+2.1%+16.4%—0.20%₹261.99Cr
11Edelweiss Nifty Midcap150 Momentum 50 Index Fund★★★★☆+1.4%+13.5%—0.84%₹1,618Cr
12Edelweiss Nifty Smallcap 250 Index Fund★★★★☆+4.1%+13.3%—0.25%₹229.85Cr
13Edelweiss Aggressive Hybrid Fund★★★★★+0.1%+12.3%+12.5%0.70%₹3,643Cr
14Edelweiss Equity Savings Fund★★★★★+7.2%+11.0%+9.4%1.14%₹1,344Cr
15Edelweiss NIFTY Large Midcap 250 Index Fund★★★★☆-2.5%+10.6%—0.35%₹318.35Cr
16Edelweiss Balanced Advantage Fund★★★☆☆+2.3%+10.1%+8.7%0.81%₹12,896Cr
17Edelweiss Large Cap Fund★★★☆☆-3.8%+9.4%+9.0%1.00%₹1,427Cr
18Edelweiss Multi Asset Allocation Fund★★☆☆☆+6.4%+7.4%—0.79%₹2,665Cr
19Edelweiss Arbitrage Fund★★★★☆+6.7%+7.4%+6.9%1.58%₹14,863Cr
20Edelweiss Nifty 100 Quality 30 Index Fund★★★☆☆-4.6%+7.3%+6.5%0.60%₹142.29Cr
21Edelweiss Nifty 50 Index Fund★★★☆☆-8.3%+5.9%+5.9%0.14%₹286.17Cr
22Edelweiss 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. 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