- Manager
- Edelweiss Asset Management
- Service
- Discretionary
- Asset class
- Hybrid
Edelweiss Event Arbitrage Portfolio Approach
+11.52%
1-year return
Benchmark Nifty 50 Hybrid Composite Debt 50:50 Index −2.65% · to 30 Sep 2026
Edelweiss Asset Management’s Edelweiss Event Arbitrage Portfolio Approach returned 11.52% over the year to 30 Sep 2026, against −2.65% for its benchmark, the Nifty 50 Hybrid Composite Debt 50:50 Index. It managed ₹0.31 crore across its clients.
Key numbers
- AUM
- ₹0.31 Cr
- Benchmark
- Nifty 50 Hybrid Composite Debt 50:50 Index
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 Hybrid Composite Debt 50:50 Index | Difference |
|---|---|---|---|
| 1 month | −1.12% | −3.31% | +2.19% |
| 3 months | +4.87% | −3.02% | +7.89% |
| 6 months | +11.42% | +1.93% | +9.49% |
| 1 year | +11.52% | −2.65% | +14.17% |
| 2 years | +1.76% | −0.59% | +2.35% |
| 3 years | +5.41% | +6.04% | −0.63% |
| 4 years | +6.16% | +7.47% | −1.31% |
| 5 years | +5.80% | +5.96% | −0.16% |
| Since inception | +7.68% | +10.00% | −2.32% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity51.61%₹0.16 Cr
- Cash and other48.39%₹0.15 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0
- Turnover, month
- 0.00×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Edelweiss Event Arbitrage Portfolio Approach returned?
11.52% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.12%; 3 months: 4.87%; 6 months: 11.42%; 1 year: 11.52%; 2 years: 1.76%; 3 years: 5.41%; 4 years: 6.16%; 5 years: 5.80%; Since inception: 7.68%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 Hybrid Composite Debt 50:50 Index, returned −2.65% over the year, so the strategy was 14.17 percentage points ahead.
How much does Edelweiss Event Arbitrage Portfolio Approach manage?
₹0.31 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Edelweiss Event Arbitrage Portfolio Approach?
Edelweiss Asset Management, a SEBI-registered portfolio manager (INP000004631), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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