facebook

Edelweiss Crossover 3B AIF

AUM ( cr) | Inc Date (4-Mar-2022)

Scheme Rating

IME Scheme Rating

5 of 5 stars

Within pre-IPO funds, Edelweiss is amongst the stronger players. For investors seeking to participate in the value creation of companies getting listed, and understand the risk of a dependence on a strong IPO market for successful exits, this is a good fund to consider for investments

IME Strategy Rating

4 of 5 stars

Given a large IPO-pipeline, with some interesting high-quality companies expected to go IPO (especially in the digital space). Pre-IPO funds help address the issue of very low allocations in high-quality IPO’s and help capture the large value-creation a few years prior to IPO to the listing. This is the third pre-IPO fund being raised by Edelweiss having seen strong performance in the previous funds raised.

AMC Rating

5 of 5 stars

AMC: Edelweiss AIF (click link for detailed AMC review)

Edelweiss AIF has created a clear niche for itself, in two core segments – Pre-IPO and High Yield Funds. Their Pre-IPO funds have been amongst the largest & best-performers in their category. The High Yield Funds benefit from Edelweiss’s group’s strong core competency as a niche lender in the high-yield segment. For some of these specific fund categories, Edelweiss AIF is a strong AMC to consider investing in.

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

Trailing Performance

1yr 3yr 5yr Since Inception
Edelweiss Crossover 3B AIF

Performance as of: 31-Jan-25 | Inception Date: 04-Mar-22

Fund Managers

Nalin Moniz | 4-star rated FM

CIO | 20 yrs Experience | 8 yrs at current firm

Past Experience: Founder (Forefront Capital Management), Portfolio Manager (Goldman Sachs)

Mr. Nalin Moniz had Co-Founded, Forefront Capital Management, and has worked as a Portfolio Manager at Goldman Sachs Asset Management (New York, USA).He has 8 years of India investment track record on the PMS, AIF, and FII platform covering fundamental equities, event arbitrage, and commodities.He brings global research and investment management experience at one of the world’s largest hedge funds in equities, bonds and credit. Graduated magna cum laude from Management & Technology Program at the University of Pennsylvania with a B.S. Economics (Wharton School).

Ashish Agarwal | 4-star rated FM

Managing Partner | 24 yrs Experience | 4 yrs at current firm

Past Experience: Senior Investment Director (Navis Capital Partners)

Ashish Agrawal joined Edelweiss as a Managing Partner and Head – Private Equity for their AIF team since Nov 21. He has more than 25 years of experience and prior to edelweiss, He worked for 14 years in Navis Capital Partner, with his last position being the Senior Investment Director. His investing experience spans private equity and public equity funds; mid-market transactions in India, Europe, the US, and South East Asia and across sectors.

Subahoo Chordia | 4-star rated FM

Head – Real Estate Strategies | 24 yrs Experience | 18 yrs at current firm

Past Experience: Axis Bank, IDBI Bank

Subahoo Chordia spearheads the Edelweiss Infra Fund Business, bringing with him nearly two decades of extensive experience in the infrastructure sector. His expertise spans private fund management, asset management, corporate finance, mergers and acquisitions, capital markets, and advisory services. Notably, he initiated the Infrastructure practice at Edelweiss in 2007. Before joining Edelweiss, Subahoo held key positions at Axis Bank and IDBI Bank, where he excelled in project finance, portfolio management, and investment banking.

Fee Structure

Free 30-Day Trial of the IME RMS

Details shared above, are only a short-snapshot of the more detailed analysis that resides in IME’s Proprietary RMS (Research Management Solution).

The IME RMS is the first tool ever, to give investors direct access to the insights of the central research team. Investors gain direct access to our ratings, rating rationales & analysis across thousands of funds (MFs, PMSs, AIFs, Global funds), asset classes, categories & more.

 Learn More