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Edelweiss Mutual Fund

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Edelweiss Mutual Fund is the mutual fund arm of Edelweiss Financial Services, one of India's diversified financial services groups with operations spanning broking, insurance, and asset management. SEBI-registered, the AMC has built its product portfolio across equity, debt, hybrid, and international fund categories. It is known for one of the broader international fund lineups among Indian AMCs. The AMC offers schemes including equity, balanced advantage, debt, and offshore funds investing in US and Asian equity markets.

Total AUM

₹1.38L Cr

as on 30-Jun-2026

AUM Change

- ₹337 Cr

May '26 → Jun '26

Total Funds

58

31 Equity · 17 Debt · 10 Hybrid

Fund Managers

19

Active portfolio managers

Best Edelweiss Mutual Funds

  • Equity FundsSelected
  • Debt Funds
  • Hybrid Funds
1Y return

Which Edelweiss Funds are gaining or losing investor interest?

Net cash flow into Edelweiss Mutual Fund schemes — for the month of June 2026.

Highest Inflow — June 2026

Schemes with the largest net investor additions
Fund
Net Flow
Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
+₹625 Cr
Edelweiss Money Market Fund
Edelweiss Money Market Fund
+₹200 Cr
Edelweiss Multi Asset Allocation Fund
Edelweiss Multi Asset Allocation Fund
+₹170 Cr
Edelweiss Small Cap Fund
Edelweiss Small Cap Fund
+₹136 Cr
Edelweiss Arbitrage Fund
Edelweiss Arbitrage Fund
+₹67 Cr

Highest Outflow — June 2026

Schemes seeing the highest redemption pressure
Fund
Net Flow
Edelweiss Liquid Fund
Edelweiss Liquid Fund
-₹3,063 Cr
BHARAT Bond FOF April 2030 Fund
BHARAT Bond FOF April 2030 Fund
-₹189 Cr
BHARAT Bond ETF FOF April 2032 Fund
BHARAT Bond ETF FOF April 2032 Fund
-₹75 Cr
Edelweiss Banking and PSU Debt Fund
Edelweiss Banking and PSU Debt Fund
-₹59 Cr
Edelweiss Overnight Fund
Edelweiss Overnight Fund
-₹50 Cr

Compare Edelweiss Mutual Fund with other AMCs

AMC
AUM(in Cr)
AUM change (1M)
AUM Rank
Action
ICICI
ICICI
₹10.3L Cr
+ ₹80.5K Cr
1/51
Invest
SBI
SBI
₹9.1L Cr
+ ₹85.2K Cr
2/51
Invest
HDFC
HDFC
₹9.2L Cr
+ ₹82.9K Cr
3/51
Invest
Kotak
Kotak
₹5.8L Cr
+ ₹53.8K Cr
4/51
Invest
Nippon
Nippon
₹5.2L Cr
+ ₹62.3K Cr
5/51
Invest
Aditya Birla Sun Life
Aditya Birla Sun Life
₹4.2L Cr
+ ₹36.3K Cr
6/51
Invest
Axis
Axis
₹3.7L Cr
+ ₹52.6K Cr
7/51
Invest
UTI
UTI
₹2.6L Cr
+ ₹34K Cr
8/51
Invest

Management Team

Ms. Radhika Gupta
CEO
Mr.Trideep Bhattacharya & Mr. Dhawal Dalal
Chief Investment Officer

Top Fund Managers of Edelweiss Mutual Fund

Bhavesh Jain
Bhavesh Jain is managing 27 funds of Edelweiss AMC. Total asset under management (AUM) managed by Bhavesh Jain is ₹55739.6Cr. Below is the list of funds managed by Bhavesh Jain
Funds Managed
Trideep Bhattacharya
Bharat Lahoti
Rahul Dedhia
Hetul Raval
Share price 23-Jul-2026
Edelweiss Financial Services Ltd (EDELWEISS)
Related to Edelweiss Asset Management Limited
₹122.1
▼-2.7%

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 Lump Sum.

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.

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

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