MFIC › Fund managers › Bhavesh Jain
Bhavesh Jain
Fund manager of 28 schemes tracked by MFIC at Edelweiss Mutual Fund, according to the schemes' Summary Documents. Returns from AMFI NAVs as of 3 Oct 2026.
Schemes
28
Earliest start listed
7 Aug 2013
3Y CAGR above category median
13 of 21
AUM of these schemes
₹56,127 cr
Schemes managed one line per scheme · Regular plan where available
| Scheme | Category | Managing since | Tenure | 3Y CAGR | Category 3Y median | 5Y CAGR | AUM (₹ cr) |
|---|---|---|---|---|---|---|---|
| Edelweiss Aggressive Hybrid Fund Edelweiss Mutual Fund · Regular | Aggressive Hybrid | 14 Oct 2015 | 11.0 y | 10.2% | 8.7% | 10.8% | 3,875 |
| Edelweiss Arbitrage Fund Edelweiss Mutual Fund · Regular | Arbitrage | 27 Jun 2014 | 12.3 y | 6.7% | 6.6% | 6.2% | 14,250 |
| Edelweiss Balanced Advantage Fund Edelweiss Mutual Fund · Regular | Balanced Advantage | 7 Aug 2013 | 13.2 y | 8.6% | 7.5% | 7.6% | 12,880 |
| Edelweiss Gold and Silver ETF FOF Edelweiss Mutual Fund · Regular | Domestic FoF | 14 Sep 2022 | 4.1 y | 39.4% | 12.3% | n/a | 3,204 |
| Edelweiss Income Plus Arbitrage Omni Fund of Funds Edelweiss Mutual Fund · Regular | Domestic FoF | 18 Jul 2025 | 1.2 y | n/a | 12.3% | n/a | 113 |
| Edelweiss Multi Asset Omni Fund of Fund Edelweiss Mutual Fund · Regular | Domestic FoF | 3 Sep 2025 | 1.1 y | n/a | 12.3% | n/a | 512 |
| Edelweiss Silver ETF Fund of Fund Edelweiss Mutual Fund · Regular | Domestic FoF | 29 Dec 2025 | 0.8 y | n/a | 12.3% | n/a | 99 |
| Edelweiss Nifty LargeMidcap 250 ETF Edelweiss Mutual Fund · ETF | Equity ETF | 3 Sep 2025 | 1.1 y | n/a | 7.8% | n/a | 157 |
| Edelweiss Equity Savings Fund Edelweiss Mutual Fund · Regular | Equity Savings | 1 Oct 2021 | 5.0 y | 9.9% | 7.0% | 8.2% | 1,704 |
| Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Edelweiss Mutual Fund · Regular | Index Fund | 1 Oct 2021 | 5.0 y | 17.9% | 9.0% | 12.9% | 192 |
| Edelweiss NIFTY Large Midcap 250 Index Fund Edelweiss Mutual Fund · Regular | Index Fund | 1 Dec 2021 | 4.8 y | 9.3% | 9.0% | n/a | 332 |
| Edelweiss Nifty 100 Quality 30 Index Fund Edelweiss Mutual Fund · Regular | Index Fund | 7 Oct 2021 | 5.0 y | 6.4% | 9.0% | n/a | 111 |
| Edelweiss Nifty 50 Index Fund Edelweiss Mutual Fund · Regular | Index Fund | 7 Oct 2021 | 5.0 y | 5.1% | 9.0% | n/a | 282 |
| Edelweiss Nifty Alpha Low Volatility 30 Index Fund Edelweiss Mutual Fund · Regular | Index Fund | 16 May 2024 | 2.4 y | n/a | 9.0% | n/a | 80 |
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund Edelweiss Mutual Fund · Regular | Index Fund | 30 Nov 2022 | 3.8 y | 11.8% | 9.0% | n/a | 1,728 |
| Edelweiss Nifty Next 50 Index Fund Edelweiss Mutual Fund · Regular | Index Fund | 30 Nov 2022 | 3.8 y | 15.1% | 9.0% | n/a | 295 |
| Edelweiss Nifty Smallcap 250 Index Fund Edelweiss Mutual Fund · Regular | Index Fund | 30 Nov 2022 | 3.8 y | 12.4% | 9.0% | n/a | 277 |
| Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Edelweiss Mutual Fund · Regular | Index Fund | 1 Apr 2026 | 0.5 y | n/a | 9.0% | n/a | 602 |
| Edelweiss ASEAN Equity Off-shore Fund Edelweiss Mutual Fund · Regular | International FoF | 27 Sep 2019 | 7.0 y | 16.2% | 25.7% | 9.9% | 157 |
| Edelweiss Emerging Markets Opportunities Equity Offshore Fund Edelweiss Mutual Fund · Regular | International FoF | 27 Sep 2019 | 7.0 y | 28.8% | 25.7% | 11.4% | 270 |
| Edelweiss Europe Dynamic Equity Offshore Fund Edelweiss Mutual Fund · Regular | International FoF | 1 Oct 2021 | 5.0 y | 24.1% | 25.7% | 15.2% | 273 |
| Edelweiss Greater China Equity Off-shore Fund Edelweiss Mutual Fund · Regular | International FoF | 27 Sep 2019 | 7.0 y | 23.8% | 25.7% | 5.3% | 2,996 |
| Edelweiss US Technology Equity Fund of Fund Edelweiss Mutual Fund · Regular | International FoF | 5 Mar 2020 | 6.6 y | 31.6% | 25.7% | 16.4% | 4,547 |
| Edelweiss US Value Equity Offshore Fund Edelweiss Mutual Fund · Regular | International FoF | 27 Sep 2019 | 7.0 y | 19.1% | 25.7% | 13.7% | 242 |
| Edelweiss Large Cap Fund Edelweiss Mutual Fund · Regular | Large Cap | 2 May 2017 | 9.4 y | 7.3% | 7.5% | 7.6% | 1,366 |
| Edelweiss Multi Asset Allocation Fund Edelweiss Mutual Fund · Regular | Multi Asset Allocation | 23 Jun 2023 | 3.3 y | 7.1% | 12.8% | n/a | 2,961 |
| Edelweiss Business Cycle Fund Edelweiss Mutual Fund · Regular | Sectoral/Thematic | 29 Jul 2024 | 2.2 y | n/a | 11.7% | n/a | 1,344 |
| Edelweiss Recently Listed IPO Fund Edelweiss Mutual Fund · Regular | Sectoral/Thematic | 22 Feb 2018 | 8.6 y | 15.6% | 11.7% | 10.2% | 1,276 |
Scheme returns cover the whole period shown, which may include years before this manager started; compare with the "Managing since" date. Most schemes have more than one listed manager, and results reflect the fund house's whole investment process, each scheme's mandate and market conditions. This page describes the past and is not a rating of the manager.
Questions
- Which mutual fund schemes does Bhavesh Jain manage?
- According to the schemes' Summary Documents, Bhavesh Jain is a listed fund manager of 28 schemes tracked by MFIC: Edelweiss Large Cap Fund, Edelweiss Business Cycle Fund, Edelweiss Recently Listed IPO Fund, Edelweiss Aggressive Hybrid Fund, Edelweiss Arbitrage Fund, Edelweiss Balanced Advantage Fund, Edelweiss Equity Savings Fund, Edelweiss Multi Asset Allocation Fund, Edelweiss Gold and Silver ETF FOF, Edelweiss Income Plus Arbitrage Omni Fund of Funds, Edelweiss Multi Asset Omni Fund of Fund, Edelweiss Silver ETF Fund of Fund and others.
- Since when has Bhavesh Jain managed these schemes?
- The earliest start date listed is 7 Aug 2013. Dates for each scheme are in the table on this page.
Data & disclosure. Fund manager names and start dates as stated in each scheme's Summary Document (SEBI format) published via AMFI; names are matched as written, so a person listed with different spellings may appear twice. Returns from AMFI NAVs, calculated by MFIC. Educational information, not investment advice. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155).
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