Edelweiss Large Cap Advantage Fund - Plan B Unrated

Value Research
Change from previous, NAV as on Jun 27, 2017
Category: Equity: Large Cap
Assets: R 145 crore (As on May 31, 2017)
Expense: 1.30% (As on May 31, 2017)
Investment Objective

The scheme seeks to provide capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of the 100 largest corporates by market capitalization listed in India. The scheme may invest in arbitrage opportunities between spot & futures prices of exchange trades equities.

Fund Managers
+ Bharat Lahoti since May 2017
  • Education: Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies
  • Experience: Prior to joining Edelweiss Asset Management Limited as a Fund Manager - Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.
  • Funds Managed:
  • Edelweiss Prudent Advantage Fund - since Oct 2015
  • Edelweiss Large Cap Advantage Fund - since May 2017
+ Kartik Soral since Apr 2015
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