Home / Leaderboard / Edelweiss Asset Management Limited
Edelweiss Asset Management Limited
Radhika Gupta · Asset Manager · Multi-Strategy
Edelweiss Asset Management Limited (EAML) is the investment management arm of the Edelweiss Group, one of India's leading diversified financial services conglomerates. Founded in 2007 and headquartered in Mumbai, the firm provides a broad spectrum of investment solutions across mutual funds and an extensive alternatives platform, which includes private debt, hedge funds, and late-stage private equity. EAML significantly expanded its market presence through the strategic acquisition of JP Morgan's Indian mutual fund business in 2016. Led by prominent industry figures like Radhika Gupta, the institution is recognized for its innovative product suite and disciplined, process-driven investment philosophy. It serves a diverse clientele ranging from retail investors to large institutional partners and family offices, focusing on delivering consistent, risk-adjusted returns across various market cycles and asset classes.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -19.0% |
| YTD return | -23.2% |
| Sharpe ratio | -3.70 |
| Win rate | 55% |
| AUM | $0.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.edelweissmf.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| HDB | HDFC Bank Limited ADR | 49.3% | -31.4% |
| IBN | ICICI Bank Limited | 31.7% | -0.3% |
| INFY | Infosys Ltd ADR | 14.0% | -27.7% |
| RDY | Dr. Reddy’s Laboratories Ltd ADR | 1.4% | -13.8% |
| NVDA | NVIDIA Corporation | 0.9% | +23.1% |
| AAPL | Apple Inc | 0.8% | +25.3% |
| MSFT | Microsoft Corporation | 0.6% | -1.1% |
| AVGO | Broadcom Inc | 0.3% | +7.8% |
| LLY | Eli Lilly and Company | 0.2% | +37.1% |
| JNJ | Johnson & Johnson | 0.2% | +45.6% |
| ABBV | AbbVie Inc | 0.1% | +7.7% |
| WIT | Wipro Limited ADR | 0.1% | -31.1% |
| MU | Micron Technology Inc | 0.1% | +342.9% |
| NVS | Novartis AG ADR | 0.1% | +18.4% |
| MRK | Merck & Company Inc | 0.1% | +61.7% |
| AMAT | Applied Materials Inc | 0.1% | +27.0% |
| AMD | Advanced Micro Devices Inc | 0.1% | +180.9% |
| PLTR | Palantir Technologies Inc. | 0.1% | -0.4% |
| LRCX | Lam Research Corp | 0.1% | +40.7% |
| CSCO | Cisco Systems Inc | 0.0% | +39.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | ABBV | 0.1% → 0.1% |
| Aug 31, 2026 | SELL | AMAT | 0.1% → 0.1% |
| Aug 31, 2026 | SELL | AVGO | 0.3% → 0.3% |
| Aug 31, 2026 | SELL | AAPL | 0.8% → 0.7% |
| Aug 31, 2026 | SELL | NVS | 0.1% → 0.1% |
Investment Style Analysis
Edelweiss Asset Management Limited is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $0.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Banks - Regional and Information Technology Services sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Edelweiss Asset Management Limited made a significant move by reducing the position in ABBV. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Edelweiss Asset Management employs a FAIR investment framework, which stands for Forensics, Acceptable Price, Investment Style Agnosticity, and Robustness. This methodology focuses on identifying high-quality, well-governed businesses while maintaining flexibility between growth and value styles to avoid being pigeonholed into a single market cycle bias. The firm utilizes a 'Core & Satellite' approach for its equity portfolios, combining stable, long-term holdings with opportunistic investments in publicized business events like buybacks, mergers, or IPOs. For fixed income, the firm adheres to a CLEAR process, emphasizing credit risk avoidance, liquidity, and deep macroeconomic analysis to achieve an optimal balance between risk and reward for its investors.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Edelweiss Asset Management Limited.
Similar Investment Style
Based on Multi-Strategy.
- Sandoz Family Office SA — Marc Duc · 3M +6.2%
- BB Gestão de Recursos - Distribuidora de Títulos e Valores Mobiliários S.A. — Denísio Liberato · 3M +6.2%
- Wolverine Trading, LLC — Robert Bellick · 3M +3.9%
- Amundi Asset Management US, Inc. — Marco Pirondini · 3M +2.6%
Frequently asked questions
How is the simulated portfolio for Edelweiss Asset Management Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Edelweiss Asset Management Limited's largest holding?
As of the latest filing, Edelweiss Asset Management Limited's top position is HDFC Bank Limited ADR (HDB), representing 49.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Edelweiss Asset Management Limited's historical performance and risk profile?
Our simulation indicates a total return of -19.0% with a win rate of 55%. Notably, the portfolio maintains a Sharpe Ratio of -3.70, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Edelweiss Asset Management Limited primarily invest in?
Edelweiss Asset Management Limited has a strong preference for the Banks - Regional sector, which makes up 81.0% of their disclosed assets. The portfolio also has exposure to Information Technology Services, indicating a specific thematic focus.
Is Edelweiss Asset Management Limited's portfolio concentrated or diversified?
Edelweiss Asset Management Limited runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 94.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Edelweiss Asset Management Limited performed in 2026?
Our AI-simulated model portfolio for Edelweiss Asset Management Limited tracks a Year-to-Date (YTD) return of -23.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Radhika Gupta manage Edelweiss Asset Management Limited directly?
Yes, Radhika Gupta serves as the key portfolio manager for Edelweiss Asset Management Limited, overseeing the investment strategy and final capital allocation decisions.