AIF · Equity · CAT III - LONG ONLY
Edelweiss - Catalyst Opportunities Fund
Fund size₹45 Cr
Alpha (3Y)−4.91%
3Y return9.47%
Fund age7 yrs 8 mo
Fund Managers
Gautam Berry
Gautam Berry
CFA, Edelweiss
Gautam Berry has over 8 years’ experience in Indian Equities. He is the Fund Manager of Event Arbitrage PMS Investment Approach at Edelweiss Asset Management Limited. He also plays an integral part in managing Alternative Equity, Catalyst and Consumer Trends Fund. Before joining Edelweiss AMC in the year 2014, he was a consultant at Transfolign Consulting, where his core competence included business transformation, development of processes & control systems. He also received recognition for successfully conducting business entry studies using available market data, projecting growth trends and advising on investment decision. He is a CFA Charter holder from CFA Institute with Master of Science in Finance from University of Illinois, Urbana-Champaign, USA and Bachelors in Computer Engineering from Mumbai University.
Managing AUM₹96 Cr
Mr. Vivek Sharma
Mr. Vivek Sharma
Fund Manager, AIF, Edelweiss
Vivek holds a PGDM from Symbiosis, Pune, having graduated with a B. Comm (Hons) from St. Xavier's College, Kolkata. He is also a FLAME scholar in investing. He has more than 17 years of rich experience of investing in the Indian equity markets. Prior to Edelweiss, he was a Fund Manager -Equities at PGIM India MF, steering their Midcap (Morningstar 5-star rated) and Aggressive Hybrid Fund. He also has sell-side experience, having worked at ICICI Securities, leading their industrial practice. During his tenure, PGIM India Midcap rose in ranks to feature among the top 3 funds in the category on a 3-year and 5-year performance basis. Further, in the approximately 1 year he managed the fund, the Aggressive Hybrid Fund turned into a top quartile fund from being the last ranked fund in that category. He is a great proponent of GARP (Growth at a Reasonable Price) philosophy and does not shy away from switching between growth and value strategies based on market conditions, while respecting fund benchmarks at the same time
Managing AUM₹277 Cr
Growth of₹Cr
Edelweiss Catalyst Opportunities
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Edelweiss Catalyst Opportunities−1.52%12.03%4.51%9.47%8.95%—
Nifty 500−2.84%17.62%8.41%17.96%14.87%—
Excess over benchmark1.32%−5.59%−3.90%−8.49%−5.92%—
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 28 Feb 2026.
Risk : What you take on to earn the return
Volatility
12.42%
Benchmark approx 12.28%
A standard deviation reflecting historical swings.
Sensitivity
0.84
Beta vs benchmark 1.00 · 16% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.43
Sharpe
Excess return gained per unit of volatility.
Capture ratio
71 / 89
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −16.14% from its 30 Oct 2024 peak to a 28 Feb 2025 trough. It has not yet recovered.
Max drawdowns
−16.14%
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme30 Oct 202428 Feb 2025−16.14%121 days––
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak30 Oct 2024
Trough28 Feb 2025
Depth−16.14%
Fell over121 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 28 Feb 2026
Portfolio Details : Where the money actually sits
Asset class
Equity
Top 5 holdings
Cash & Cash Equivalent8.29%
Syngene International Ltd5.74%
SBI Life Insurance Company Ltd5.65%
Bharti Airtel Ltd5.61%
Bajaj Holdings & Investment Ltd5.58%
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