Bhavesh Jain

Fund Manager & Co-head, Factor Investing at Edelweiss

Schemes named on

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

Named on 34 schemes; the 20 with a three-year record are ranked by 3Y CAGR. Open a fund for NAV history, rolling returns, risk metrics and peer rank.


1	Edelweiss Gold and Silver ETF FOF	★★★★☆	+85.0%	+43.0%	—	0.21%	₹3,034Cr
2	Edelweiss US Technology Equity Fund of Fund	★★★☆☆	+31.7%	+31.1%	+15.8%	0.72%	₹4,133Cr
3	Edelweiss Emerging Markets Opportunities Equity Offshore Fund	★★★★☆	+59.2%	+28.8%	+12.4%	0.56%	₹234.46Cr
4	Edelweiss Europe Dynamic Equity Offshore Fund	★★★★☆	+28.7%	+26.3%	+16.1%	0.57%	₹244.04Cr
5	Edelweiss Greater China Equity Off-shore Fund	★★☆☆☆	+41.3%	+24.2%	+7.2%	0.74%	₹3,116Cr
6	Edelweiss US Value Equity Offshore Fund	★★★☆☆	+35.2%	+21.2%	+15.2%	0.70%	₹219.87Cr
7	Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund	★★★★★	+22.6%	+20.0%	+14.2%	0.56%	₹195.49Cr
8	Edelweiss Nifty Next 50 Index Fund	★★★★☆	+9.6%	+19.9%	—	0.23%	₹261.99Cr
9	Edelweiss Recently Listed IPO Fund	★★★☆☆	+21.3%	+19.2%	+14.1%	1.13%	₹983.09Cr
10	Edelweiss Nifty Midcap150 Momentum 50 Index Fund	★★★☆☆	+2.9%	+17.8%	—	0.92%	₹1,618Cr
11	Edelweiss ASEAN Equity Off-shore Fund	★★☆☆☆	+25.7%	+17.8%	+12.0%	0.69%	₹148.53Cr
12	Edelweiss Nifty Smallcap 250 Index Fund	★★★★☆	+7.8%	+17.7%	—	0.26%	₹229.85Cr
13	Edelweiss Aggressive Hybrid Fund	★★★★★	+5.0%	+15.2%	+14.9%	0.77%	₹3,643Cr
14	Edelweiss Large Cap Fund	★★★☆☆	+1.9%	+12.2%	+11.8%	0.96%	₹1,427Cr
15	Edelweiss Balanced Advantage Fund	★★★☆☆	+7.1%	+11.9%	+10.6%	0.82%	₹12,896Cr
16	Edelweiss Equity Savings Fund	★★★★★	+8.7%	+11.9%	+10.2%	1.15%	₹1,344Cr
17	Edelweiss Nifty 100 Quality 30 Index Fund	★★★☆☆	+2.4%	+11.1%	—	0.61%	₹142.29Cr
18	Edelweiss Nifty 50 Index Fund	★★★☆☆	-2.3%	+8.9%	—	0.13%	₹286.17Cr
19	Edelweiss Multi Asset Allocation Fund	★★☆☆☆	+6.8%	+7.7%	—	0.80%	₹2,665Cr
20	Edelweiss Arbitrage Fund	★★★☆☆	+6.6%	+7.5%	+6.8%	1.67%	₹14,863Cr

NAV data as of 20 Aug 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. 5 of the 34 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