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.
Edelweiss House, Off. C.S.T Road, Kalina, Mumbai – 400 098
1800 425 0090
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.
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.
The following highlights the eligibility criteria for investing in Edelweiss Mutual Fund:
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:
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