Category
III
Strategy
Long-short
Fund house
Edelweiss Financial services

Consumer Trends Fund

−0.99%

1-year return, after expenses, before performance fee and tax

Benchmark NIFTY India Consumption TRI · data as of 30 Sep 2026

Consumer Trends Fund, a Category III long-short AIF from Edelweiss Financial services, returned −0.99% (after expenses, before performance fee and tax) in the year to 30 Sep 2026. It began on 30 Apr 2021 and manages ₹148 crore.

Key numbers

AUM
₹148 Cr
Benchmark
NIFTY India Consumption TRI
Launched
30 Apr 2021
Min. investment
₹1 crore
Returns basis
After expenses, before performance fee and tax

Returns

Consumer Trends Fund returns against the NIFTY India Consumption TRI
PeriodThis fundNIFTY India Consumption TRI
1 month−6.36%−6.18%
3 months−3.25%−3.42%
6 months+17.99%+7.83%
1 year−0.99%−7.49%
2 years+0.16%−6.25%
3 years+10.73%+10.40%
5 years+7.69%+10.09%
Since inception+11.23%+13.73%

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 India Consumption 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 Consumer Trends Fund returned?

−0.99% (1-year return) to 30 Sep 2026, after expenses, before performance fee and tax, as Edelweiss Financial services reports it. 1 month: −6.36%; 3 months: −3.25%; 6 months: 17.99%; 1 year: −0.99%; 2 years: 0.16%; 3 years: 10.73%; 5 years: 7.69%; Since inception: 11.23%.

What kind of AIF is Consumer Trends Fund?

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 Consumer Trends Fund manage?

₹148 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). Consumer Trends Fund’s stated minimum is ₹1 crore.

Who manages Consumer Trends Fund?

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: Consumer Trends Fund’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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