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.

Best Edelweiss Mutual Funds

  • Equity Funds
  • Debt Funds
  • Hybrid Funds
Fund Name
AUM
1 Yr Return
Exp. Ratio
Edelweiss Small Cap Fund Direct Growth
Edelweiss Small Cap Fund Direct Growth
₹3135 Cr
50.16%
0.41%
Invest
Edelweiss Mid Cap Fund Direct Plan Growth Option
Edelweiss Mid Cap Fund Direct Plan Growth Option
₹5115 Cr
53.07%
0.43%
Invest
Edelweiss Flexi Cap Fund Direct Growth
Edelweiss Flexi Cap Fund Direct Growth
₹1690 Cr
42.61%
0.45%
Invest
Edelweiss Large & Mid Fund Direct Plan Growth Option
Edelweiss Large & Mid Fund Direct Plan Growth Option
₹2849 Cr
41.70%
0.46%
Invest
Edelweiss ELSS Tax saver Direct Plan Growth Option
Edelweiss ELSS Tax saver Direct Plan Growth Option
₹329 Cr
36.59%
0.63%
Invest
Edelweiss Large Cap Fund Direct Plan Growth option
Edelweiss Large Cap Fund Direct Plan Growth option
₹829 Cr
34.31%
0.75%
Invest
Edelweiss Recently Listed IPO Fund Direct Plan Growth
Edelweiss Recently Listed IPO Fund Direct Plan Growth
₹897 Cr
45.36%
1.21%
Invest
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct Growth
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct Growth
₹143 Cr
36.09%
0.49%
Invest
Edelweiss US Value Equity Offshore Fund Direct Growth
Edelweiss US Value Equity Offshore Fund Direct Growth
₹101 Cr
13.10%
1.43%
Invest
Edelweiss Europe Dynamic Equity Offshore Fund Direct Growth
Edelweiss Europe Dynamic Equity Offshore Fund Direct Growth
₹84 Cr
12.28%
1.45%
Invest
Edelweiss US Technology Equity Fund of Fund Direct Growth
Edelweiss US Technology Equity Fund of Fund Direct Growth
₹2293 Cr
45.12%
1.42%
Invest
Edelweiss ASEAN Equity Off Shore Fund Direct Plan Growth Option
Edelweiss ASEAN Equity Off Shore Fund Direct Plan Growth Option
₹61 Cr
-4.81%
1.62%
Invest
Edelweiss Nifty 50 Index Fund Direct Growth
Edelweiss Nifty 50 Index Fund Direct Growth
₹51 Cr
25.57%
0.05%
Invest
Edelweiss Nifty 100 Quality 30 Index Fund Direct Growth
Edelweiss Nifty 100 Quality 30 Index Fund Direct Growth
₹25 Cr
32.04%
0.14%
Invest
Edelweiss Nifty Large Mid Cap 250 Index Fund Direct Growth
Edelweiss Nifty Large Mid Cap 250 Index Fund Direct Growth
₹113 Cr
42.48%
0.13%
Invest
Edelweiss Focused Fund Direct Growth
Edelweiss Focused Fund Direct Growth
₹724 Cr
38.81%
0.69%
Invest
Edelweiss Nifty Smallcap 250 Index Fund Direct Growth
Edelweiss Nifty Smallcap 250 Index Fund Direct Growth
₹38 Cr
66.82%
0.14%
Invest
Edelweiss Nifty Next 50 Index Fund Direct Growth
Edelweiss Nifty Next 50 Index Fund Direct Growth
₹26 Cr
60.05%
0.09%
Invest
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth
₹216 Cr
67.20%
0.30%
Invest
Edelweiss Multi Cap Fund Direct Growth
Edelweiss Multi Cap Fund Direct Growth
₹1647 Cr
0.00%
0.50%
Invest

List of Edelweiss Asset Management Limited Fund Managers

Name
Experience
Schemes
AUM (Cr)
Amit Vora
---
19
₹143 Cr
Dhawal Dalal
17 Years
79
---
Bharat Lahoti
13 Years
47
---
Bhavesh Jain
11 Years
68
---
Ashwani Agarwalla
18 Years
7
---
Rahul Dedhia
9 Years
85
---

Key information about Edelweiss Mutual Funds

Address

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

Phone Number

1800 425 0090

Factors to consider before investing in Edelweiss Mutual Fund

Here are the factors you must consider before you proceed to invest in Edelweiss mutual fund returns:

  • Performance of fund

    Make sure to assess the fund performance over the last 3 to 5 years. This will help you to measure risks associated with the chosen mutual fund scheme. As per the record, the Edelweiss Small Cap Fund- Direct Growth scheme has yielded annual returns as high as 30.3% over the last 3 years.

  • Expense ratio

    The expense ratio is the charge every investor pays annually for maintaining, promoting, distributing and administering their funds. This also includes the fees and maintenance costs of the fund manager. Look out for mutual funds with low expense ratios, to increase your returns.

  • Exit load

    Exit load is the cost investors need to pay while exiting the scheme following a definite period. Considering this, it is preferable to choose funds with zero or low exit load. A low charge will help you get higher returns when you sell your investment.

  • Fund Manager’s Experience

    While starting to invest in a mutual fund scheme, make an evaluation of the performance and skills of fund managers. At the same time, also look into their capability of managing other funds over the past few years.

    For Edelweiss mutual fund, Trideep Bhattacharya is known to be the top fund manager. Previously, he has worked with State Street Global Advisors, Axis Mutual Fund, UBS Global Asset Management and more and has an excellent track record in this scheme.

  • Investment Returns

    Before choosing any mutual fund scheme, make sure to determine your returns. Use INDmoney's Edelweiss mutual fund SIP calculator to get an estimation of whether the scheme you have chosen is an ideal option for you.

  • Duration of Investment

    After selecting the mutual fund scheme, check for how long you need to invest. For example, if you are planning to save money for the future, you can opt for equity funds.

How to start investing with Edelweiss Asset Management Limited through INDmoney?

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.

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.

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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