Edelweiss Mutual Fund

Edelweiss Mutual Fund

Edelweiss Asset Management Limited (EAML), a subsidiary of Edelweiss Mutual Funds, is the leading and youngest mutual fund house working in the country. The company offers consulting services and is capable of managing assets across various market segments that include real estate, private equity, mutual funds etc. It aims primarily to offer a wide range of investment products and meet the desired needs of investors. 

Presently, Edelweiss Asset Management Limited offers its investors a portfolio of 84 funds. It has total Assets under Management (AuM) recorded at Rs. 78642.32 Crore. The company has 23 equity schemes, 4 hybrid schemes, 15 debt schemes and 2 money market schemes available for investment.

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Best Edelweiss Mutual Funds

  • Equity Funds
  • Debt Funds
  • Hybrid Funds
Fund Name
AUM
1 Yr Return
Exp. Ratio
Edelweiss Mid Cap Fund Direct Plan Growth Option
Edelweiss Mid Cap Fund Direct Plan Growth Option
₹7677 Cr
48.68%
0.40%
Invest
Edelweiss Small Cap Fund Direct Growth
Edelweiss Small Cap Fund Direct Growth
₹4256 Cr
35.02%
0.38%
Invest
Edelweiss Flexi Cap Fund Direct Growth
Edelweiss Flexi Cap Fund Direct Growth
₹2365 Cr
40.51%
0.43%
Invest
Edelweiss Large & Mid Fund Direct Plan Growth Option
Edelweiss Large & Mid Fund Direct Plan Growth Option
₹3645 Cr
35.58%
0.44%
Invest
Edelweiss ELSS Tax saver Direct Plan Growth Option
Edelweiss ELSS Tax saver Direct Plan Growth Option
₹393 Cr
33.59%
0.70%
Invest
Edelweiss Large Cap Fund Direct Plan Growth option
Edelweiss Large Cap Fund Direct Plan Growth option
₹1081 Cr
26.60%
0.67%
Invest
Edelweiss Nifty 100 Quality 30 Index Fund Direct Growth
Edelweiss Nifty 100 Quality 30 Index Fund Direct Growth
₹122 Cr
24.16%
0.30%
Invest
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct Growth
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct Growth
₹157 Cr
32.83%
0.50%
Invest
Edelweiss US Value Equity Offshore Fund Direct Growth
Edelweiss US Value Equity Offshore Fund Direct Growth
₹122 Cr
30.62%
1.43%
Invest
Edelweiss Nifty 50 Index Fund Direct Growth
Edelweiss Nifty 50 Index Fund Direct Growth
₹110 Cr
20.98%
0.05%
Invest
Edelweiss Recently Listed IPO Fund Direct Plan Growth
Edelweiss Recently Listed IPO Fund Direct Plan Growth
₹937 Cr
29.40%
1.01%
Invest
Edelweiss US Technology Equity Fund of Fund Direct Growth
Edelweiss US Technology Equity Fund of Fund Direct Growth
₹2257 Cr
39.05%
1.45%
Invest
Edelweiss Europe Dynamic Equity Offshore Fund Direct Growth
Edelweiss Europe Dynamic Equity Offshore Fund Direct Growth
₹74 Cr
12.43%
1.51%
Invest
Edelweiss ASEAN Equity Off Shore Fund Direct Plan Growth Option
Edelweiss ASEAN Equity Off Shore Fund Direct Plan Growth Option
₹94 Cr
21.02%
1.64%
Invest
Edelweiss Nifty Large Mid Cap 250 Index Fund Direct Growth
Edelweiss Nifty Large Mid Cap 250 Index Fund Direct Growth
₹214 Cr
28.84%
0.21%
Invest
Edelweiss Focused Fund Direct Growth
Edelweiss Focused Fund Direct Growth
₹896 Cr
37.34%
0.66%
Invest
Edelweiss Nifty Smallcap 250 Index Fund Direct Growth
Edelweiss Nifty Smallcap 250 Index Fund Direct Growth
₹91 Cr
35.53%
0.14%
Invest
Edelweiss Nifty Next 50 Index Fund Direct Growth
Edelweiss Nifty Next 50 Index Fund Direct Growth
₹88 Cr
49.29%
0.09%
Invest
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth
₹709 Cr
40.85%
0.46%
Invest
Edelweiss Multi Cap Fund Direct Growth
Edelweiss Multi Cap Fund Direct Growth
₹2473 Cr
41.76%
0.26%
Invest

Key Information

Mutual Fund Name

Edelweiss Mutual Fund

Established

April 2008

Trustee Organisation

Edelweiss Trusteeship Company Ltd

How to Start investing in Edelweiss Mutual Fund?

It's quite easy to start your investment journey with the Edelweiss MF. You will need a smartphone along with a proper internet connection. Following the steps below, you can start investing through INDmoney:

  • Step 1:

    Download the INDmoney app and create your free investment account by completing your KYC ( Know Your Customer).

  • Step 2:

    Once your Free investment account is ready, you can either search for Edelweiss Mutual Fund or go to the mutual fund section.

  • Step 3:

    Choose any Edelweiss Mutual Fund by looking at aspects like past returns, volatility, downside capture ratio, AUM, Expense ratios and underlying stocks and sectors.

  • Step 4:

    You can choose to set up a SIP in any Edelweiss Mutual Fund or even invest as a lump sum. Once you are on the individual Edelweiss Mutual Fund page click from the bottom "One-time" for lump sum investment or "SIP" for a systematic investment plan. 

  • Step 5:

    Choose the amount that you want to invest as SIP or LumpSum.

  • Step 6:

    Set up payments. If you choose to set up SIP in any Edelweiss Mutual Fund, you can do a free automatic pay set-up via bank mandate or UPI. If you choose to invest in a lump sum (one-time) then you can pay via UPI, net banking, NEFT or RTGS.

List of Edelweiss Asset Management Limited Fund Managers

Name
Experience
Schemes
AUM (Cr)
Dhruv Bhatia
10 Years
11
₹605 Cr
Amit Vora
---
28
₹157 Cr
Dhawal Dalal
17 Years
35
---
Bharat Lahoti
13 Years
56
---
Bhavesh Jain
11 Years
81
---
Ashwani Agarwalla
18 Years
7
---
Rahul Dedhia
9 Years
98
---

Contact Details

Address

Edelweiss House, Off. C.S.T Road, Kalina, Mumbai – 400 098

Phone Number

1800 425 0090

Email ID

EMFHelp@edelweissmf.com 

Frequently asked questions

The following highlights the eligibility criteria for investing in Edelweiss Mutual Fund:

  • You must be an Indian citizen of 18 years and above.
  • You must have an existing bank account and be KYC compliant.

You must submit a signed Edelweiss Mutual Fund application form for direct investment.

Before investing in Edelweiss Mutual Funds, consider the following factors:

Performance of the Fund: Assess the fund's performance over the last 3 to 5 years to measure associated risks. For instance, the Edelweiss Small Cap Fund- Direct Growth scheme has yielded annual returns as high as 30.3% over the last 3 years.

Expense Ratio: Take into account the annual charge investors pay for maintaining and administering funds. Look for funds with low expense ratios to potentially increase returns.

Exit Load: Consider the cost investors need to pay while exiting the scheme after a specific period. Opt for funds with zero or low exit loads to potentially maximize returns upon selling investments.

Fund Manager's Experience: Evaluate the performance and skills of fund managers, along with their track record in managing other funds. Trideep Bhattacharya is recognized as a top fund manager for Edelweiss Mutual Fund, with experience in various reputable firms.

Investment Returns: Determine expected returns before selecting a mutual fund scheme. Use tools like INDmoney's Edelweiss mutual fund SIP calculator for estimation.

Duration of Investment: Consider the duration for which you intend to invest. For example, equity funds may be suitable for long-term saving goals.

Rs. 1000 is the minimum amount for lumpsum investment and Rs. 1000 is the minimum SIP amount required for Parag Parikh Flexi Cap Mutual Fund Direct-Growth

You can calculate the Daily/ Weekly/ Monthly/ Quarterly SIP Amount for all Edelweiss Mutual Funds using INDMoney’s Trust SIP Calculator

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are the five top-performing Edelweiss mutual funds

You can receive your Edelweiss Mutual Fund account statement on your registered email and INDMoney’s online portal after you invest. 

SEBI regulates transactions at Edelweiss Mutual Fund. It ensures the financial security of the investments. You must bear in mind though that mutual fund investments are subject to market risks. Thus, you must study the market risks before investing in Edelweiss Mutual Fund.

There are various ways you can redeem your Edelweiss Mutual Fund. If you have invested from IND money, you can simply place your redemption request from the INDmoney mobile app.

Some of the factors you should consider for investing in a mutual fund are:

  • Experience of the fund manager
  • Past performance of the fund
  • AMC’s reputation
  • Your risk appetite
  • Investment horizon
  • Portfolio of the scheme

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