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Edelweiss Mutual Fund

Edelweiss Asset Management Ltd belongs to the new era Indian mutual fund houses category. The SEBI-registered fund business launched the nation's first passive debt fund (Bharat Bond ETF). As of May 31, 2022, the AMC has total assets under management of worth INR 94,588 crore. Edelweiss Mutual Fund offers 41 mutual fund plans to cater diverse customer needs . Twelve of them fall under the category of equity, four hybrid, fourteen debt, and eleven other types. As of May 31, 2022, Edelweiss Mutual Fund controlled 2.46% of the market capitalization.

  • Equity
  • Hybrid
  • Elss
  • Debt
  • Commodity
  • Other
Mutual Fund Schemes
Category
5Y Returns
AUM
(in Cr.)
Compare
equity
14%
₹2,480

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equity
14%
₹2,480

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equity
13%
₹1,671

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equity
13%
₹1,671

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equity
12%
₹382

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equity
12%
₹382

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equity
12%
₹1,065

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equity
12%
₹1,065

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equity
12%
₹2,480

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equity
11%
₹1,671

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hybrid
12%
₹431

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hybrid
12%
₹431

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hybrid
12%
₹8,962

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hybrid
11%
₹8,962

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hybrid
11%
₹8,962

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hybrid
10%
₹431

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hybrid
10%
₹431

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hybrid
10%
₹431

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hybrid
10%
₹8,962

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hybrid
10%
₹431

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commodity
0%
₹32

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commodity
0%
₹32

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commodity
0%
₹32

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commodity
0%
₹32

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Result Showing 1-10 of 61 Mutual Funds

Key Information about Edelweiss Mutual Fund

Mutual Fund NameEdelweiss Mutual Fund
OfficeRegistered Office Edelweiss House Off. C.S.T Road, Kalina, Mumbai - 400 098
Email IdEMFHelp@edelweissfin.com
Phone No.(022) 40933400
Fax(022) 40933401
Websitewww.edelweissmf.com
Set up dateApr 30, 2008
Mutual Fund TypePvt. Sector - Indian
AMC incorporation DateAug 23, 2007
CityMumbai

Fund Managers

TB

Mr. Trideep BhattacharyaCo Chief Investment Officer

Mr. Trideep Bhattacharya has over 13 years experience as a Portfolio Manager and Research Analyst. Prior to joining Edelweiss, he has worked as Senior Portfolio Manager - Alternate Equities with Axis Asset Management Company Limited, Head of Research with Motilal Oswal Securities Limited and Portfolio Manager with State Street Global Advisors and UBS Global Asset Management Limited.

AA

Mr. Ashwani AgarwallaFund Manager

Lets have a closer look

A mutual fund is a corporation that raises funds from multiple investors and invests the accumulated amount in stocks, bonds, short-term loans and correlated assets. The portfolio of a mutual fund is made up of all of the funds holdings

Edelweiss Mid Cap Fund - Growth - Direct Plan

Edelweiss Asset Management Limited

5000

Min Investment Amt

2480.74

AUM

14 %

5Y Returns

Edelweiss Mid Cap Fund - IDCW - Direct Plan

Edelweiss Asset Management Limited

5000

Min Investment Amt

2480.74

AUM

14 %

5Y Returns

Edelweiss Large & Mid Cap Fund - Growth - Direct Plan

Edelweiss Asset Management Limited

5000

Min Investment Amt

1671.64

AUM

13 %

5Y Returns

Edelweiss Large & Mid Cap Fund - IDCW - Direct Plan

Edelweiss Asset Management Limited

5000

Min Investment Amt

1671.64

AUM

13 %

5Y Returns

Edelweiss Large Cap Fund - IDCW - Direct Plan

Edelweiss Asset Management Limited

5000

Min Investment Amt

382.04

AUM

12 %

5Y Returns

An Overview of Edelweiss Mutual Fund

Edelweiss Finance Limited has occupied a key position in the investment market since its inception in 1996. The fastest-growing asset management company offers trading and investment services in equity, derivatives, gold exchange-traded funds, currencies, mutual funds, and IPOs. The company's headquarters are in Mumbai, with a significant presence across more than 15 Indian states. Edelweiss received approval in 2008 to establish its mutual fund firm. 

The goal of Edelweiss Mutual Fund is to become a cutting-edge, global asset management firm. Additionally, the organisation wants to provide its investors with top-notch client service and world-class financial solutions. To determine their needs and subsequently provide them with a suitable solution, the company is keen on evaluating the risk profile of its investors. To raise the bar and improve the company's reputation, Edelweiss Mutual Fund makes an effort to incorporate innovation and originality into all it does.

Providing investors with an extensive range of investment instruments is something the company has done for more than 20 years. Through Edelweiss Asset Management Limited (EAML) along with as well as Edelweiss Broking Limited, Edelweiss provides mutual funds. Edelweiss Broking offers mutual funds from more than 40 fund houses, and customers can purchase direct mutual fund schemes (exclusive to Edelweiss) from EAML. 

Type of Edelweiss Mutual Funds

Edelweiss Finance Ltd. offers several mutual fund schemes to cope with versatile client investment needs. The four types of mutual funds schemes are as follows.

  • Equity Fund
  • Debt Fund
  • Exchange Traded Funds
  • International Funds

These schemes are categorised further into Edelweiss large & mid-cap funds. Choose the one that best complements your investment goals and start investing in mutual funds.

How Can You Invest in Edelweiss Mutual Funds?

Edelweiss provides numerous ways to investors who wish to invest in Edelweiss MFs. You can choose either of the below-depicted modes to invest in Edelweiss Mutual Funds with utmost ease:

  • Through the official portal of Edelweiss Mutual Funds
  • Via distributor
  • Through online investment platforms.

Process to Invest In Edelweiss Mutual Funds

Investing in Edelweiss MF is easy, as you just have to navigate through the official portal. Here is what you need to do to start your investment journey with Edelweiss Mutual Funds:

  • Visit the official portal of Edelweiss Mutual Funds. 
  • On the homepage, scroll down, and all mutual funds investment schemes are listed there.
  • Choose the one you wish to invest in and click on the arrow present in the right corner.
  • You will get navigated to another page listing available types of mutual funds under the chosen category, such as Edelweiss mid-cap fund, Edelweiss large-cap fund, etc. 
  • If you want to explore more, click on 'Know More' and select 'Invest Now'.
  • Next to this, provide your PAN details, and upload the scanned copies of the required documents.
  • Select the investment amount and make an initial investment payment

And you are done with your part. You will receive the confirmation pop-up on the screen.

Documents Required to Invest in Edelweiss Mutual Funds

Before starting an investment journey with the Edelweiss mutual fund, you must keep several documents handy beforehand. Investors should carry the following documents for a simple and hassle-free investment process.

Documents associated with identity proof include Aadhaar Card, PAN Card, Valid Passport and Driving License.

Documents of residence proof including Aadhar Card, Utility Bills such as Electricity Bill and Phone Bill, and Rental/Lease Agreement.

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Frequently Asked Questions (FAQs)

Which Edelweiss mutual fund is best?

Edelweiss Liquid Fund is the best to start investing and secure higher returns.

Is Edelweiss mutual fund Safe?

Yes, investing in mutual funds with Edelweiss is secure. The Edelweiss Mutual Fund, along with 39 other well-known AMCs, is distributed by Edelweiss, an AMFI-registered distributor. In contrast to other fund companies, which exclusively offer regular funds, Edelweiss offers a variety of direct and regular mutual funds.

Which is better Edelweiss or Zerodha?

Whereas Edelweiss is a Full-Service Broker, Zerodha is a Discount Broker. In general, Zerodha is rated higher than Edelweiss. Zerodha has a rating of 4.5, whereas Edelweiss has only a rating of 3.5. By now, Zerodha has 65,79,159 active customers, compared to 2,10,236 active customers of Edelweiss.

What is Edelweiss' annual fee?

The annual fee of Edelweiss is INR 500 per year.

Is Edelweiss SEBI registered?

Yes, Edelweiss is SEBI registered with its registration number INZ000005231.

Is Edelweiss an Indian company?

Yes, Edelweiss is an Indian investment and financial service organisation.