- Category
- III
- Strategy
- Long-short
- Fund house
- Edelweiss Financial services
Alternative Equity Scheme
−5.50%
1-year return, after expenses, before performance fee and tax
Benchmark NIFTY 50 TRI · data as of 30 Sep 2026
Alternative Equity Scheme, a Category III long-short AIF from Edelweiss Financial services, returned −5.50% (after expenses, before performance fee and tax) in the year to 30 Sep 2026. It began on 1 Aug 2014 and manages ₹51.42 crore.
Key numbers
- AUM
- ₹51.42 Cr
- Benchmark
- NIFTY 50 TRI
- Launched
- 1 Aug 2014
- Min. investment
- ₹1 crore
- Returns basis
- After expenses, before performance fee and tax
Returns
| Period | This fund | NIFTY 50 TRI |
|---|---|---|
| 1 month | −5.46% | −6.03% |
| 3 months | −2.62% | −4.91% |
| 6 months | +8.74% | +2.13% |
| 1 year | −5.50% | −7.09% |
| 2 years | −6.48% | −5.29% |
| 3 years | +2.12% | +6.06% |
| 5 years | −1.76% | +6.37% |
| Since inception | +10.14% | +10.38% |
After expenses, before performance fee and tax, as Edelweiss Financial services reports them, to 30 Sep 2026. AIFs report returns on different bases, so compare like with like.
Fund details
- Category
- Category III
- Strategy
- Long-short
- Market-cap style
- —
- Asset type
- —
- Benchmark
- NIFTY 50 TRI
- Fund manager
- Gautam Berry
About the fund manager
Mr. Gautam Berry — Fund Manager
CFA Charter holder, MS in Finance from University of Illinois, Urbana-Champaign, and Bachelor of Engineering from University of Mumbai . Over a decade of experience across research, trading, operations, and spearheading processes for new fund launches .Worked with one of India’s First AIF Start up
As the fund house describes it.
FAQs
What has Alternative Equity Scheme returned?
−5.50% (1-year return) to 30 Sep 2026, after expenses, before performance fee and tax, as Edelweiss Financial services reports it. 1 month: −5.46%; 3 months: −2.62%; 6 months: 8.74%; 1 year: −5.50%; 2 years: −6.48%; 3 years: 2.12%; 5 years: −1.76%; Since inception: 10.14%.
What kind of AIF is Alternative Equity Scheme?
A Category III AIF following a long-short strategy. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
How much does Alternative Equity Scheme manage?
₹51.42 crore as of 30 Sep 2026.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). Alternative Equity Scheme’s stated minimum is ₹1 crore.
Who manages Alternative Equity Scheme?
Edelweiss Financial services runs it; the fund manager is Gautam Berry.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: Alternative Equity Scheme’s are after expenses, before performance fee and tax. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
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