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Edelweiss Crossover 3B AIF

Scheme Rating

IME Scheme Rating

5 of 5 stars

Can be considered for Investing: 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

Pre-IPO funds are an interesting category: 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.

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).

IME View on Edelweiss Crossover 3B AIF

Type: Pre-IPO | Pre-IPO | AUM ( cr) | Inc Date (4 Mar 2022)

Trailing Performance

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

Performance as of: 30-Dec-99 | Inception Date: 04-Mar-22

Fund Managers

AMC

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

Highly recommended for investors seeking alternative investment options: 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.

AMC Rating

5 of 5 stars

AMC Pedigree

5 of 5 stars

AMC Size

5 of 5 stars

Team Pedigree

4 of 5 stars

Inv Philosophy

5 of 5 stars

Performance

5 of 5 stars

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Note: PMS AMC & Scheme Reviews and Ratings are based on IME Capital’s Proprietary Review and Rating Methodology (read more here: AMC Rating & Scheme Ratings). These reflect the unbiased views of our central research team, based on our assessment of the investment value of these PMS/AIF strategies for our investors. We follow a highly stringent rating-criteria, where approximately 50% of PMS AMC’s & strategies would be rated 2-star or below (this is not meant to indicate that these funds are not investment-worthy, but that they do not currently fulfill the requirements we focus on for recommending funds to our investors — based on our internal views on the merit of the AMC/strategy relative to peers). Reviews & Ratings are primarily based on research of publicly available information (SEBI disclosures, PMS websites, PMS-aggregation platforms, webinar recording, media interviews etc.) and no explicit consent is required from AMCs for the same. While we endeavour to do further due-diligence via direct interactions with the investment teams of AMCs, this is typically restricted to AMC’s that meet our foundational fund selection criteria (reviews on lower-rated AMCs are often based solely on publicly available information). The views reflected in our Reviews & Ratings, are our independent views and may not be shared by the AMC’s and the investment teams. Please read detailed disclaimer for more.