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Edelweiss Mutual Fund

Edelweiss Asset Management Limited


About Edelweiss Mutual Fund

Edelweiss is one of India’s leading financial services conglomerates, that offers a robust platform to a diversified client base across domestic and international geographies. The core of the business is customer centricity. The key lines of business revolve around being a part of customer’s financial stage, helping them create and protect their wealth.

The mutual fund product suite encompasses an entire risk return spectrum which is designed to offer the best opportunities for growth of investment in both Indian and global asset classes. The belief is to provide true to label products and solutions to the investors along with providing world class knowledge platforms for the partners and customers helping them to keep updated.

Managed by Edelweiss Asset Management Limited, it got the license to operate in mutual funds in 2008. Despite the global shutdown, they launched the Edelweiss Asset Management Limited (EAML) and launched their mutual fund products.

How to invest in Edelweiss Mutual Fund?

To invest in Edelweiss mutual fund online, all you need is a computer and internet connection. It’s a highly simplified, and quick process thanks to Mobikwik. Here’s how to begin:

  • Step 1- Register for a Mobikwik account, or and log in with your existing credentials.
  • Step 2-Complete your KYC process. You may be required to submit some documents for verification - such as permanent address, mobile number, etc.
  • Step 3 - Select from the Edelweiss mutual fund schemes of your choice (check out the best schemes later on this page).
  • Step 4 - You can invest via two plans - a lump sum amount at once, or smaller amounts at regular intervals - called a SIP (Systematic Investment Plan).
  • Step 5 - Purchased units of the Edelweiss mutual fund should be available in your Mobikwik dashboard in about 3-4 working days.

Types of Edelweiss mutual fund

Edelweiss offers a number of mutual fund schemes encompassing different categories or equity, debt, bharat bonds etc. These are the few best performing mutual funds.

Edelweiss Mid Cap Fund

The Edelweiss Mid Cap Fund is an equity mutual fund scheme seeking to build a diverse portfolio of quality mid cap companies. Launched in December 2017, it has delivered a healthy 7.76% between then and 2019-20.

Edelweiss Small Cap Fund

This fund is an equity based mutual fund scheme with a high risk rating. Harshad Patwardhan is the current fund manager. A fairly young fund launched in 2019, it delivered 9.51% returns in its first year, beating its benchmark NIFTY’s returns of 4.52%.

Edelweiss Equity Savings Fund

The Edelweiss Equity Savings Fund is a hybrid mutual fund scheme, made available to investors in Oct 2014. As on Sept 2020, its NAV is about Rs 15. It is rated at moderately high risk. As of 2020, returns since launch were around 7.39%.

Edelweiss Dynamic Bond Fund

The Edelweiss Dynamic Bond Fund is a debt mutual fund scheme also launched in Sept 2020. It is rated as moderately risky, and has yielded an annualized return of 6.87% since launch, as of 2019-2020.

Edelweiss Maiden Opportunities Fund

The Edelweiss Maiden Opportunities Fund is an equity mutual fund scheme that invests in new companies, or those early in their growth trajectory. Launched in 2018, it is a moderately high risk fund that has delivered 3.54% so far.

Edelweiss Large Cap Fund

With a four-star rating, the Edelweiss Large Cap Fund is rated as moderately high risk. It was launched in 2009, and has managed to deliver returns on par with its index since then, at about 12% annualised.

Edelweiss US Value Equity Offshore Fund

This mutual fund invests largely in the JPMorgan Funds - US Value fund, and is suited for investors seeking long term growth. It is a high risk fund that, as of 2019-2020, has delivered a return of about 8% since its launch in 2013.

Edelweiss Large and Mid Cap Fund

It is an equity mutual fund scheme with a three-star rating seeking to build a portfolio of both mid-sized and large-sized companies.. It has been rated as moderately high risk, and has yielded an annual return of a little more than 9% annually since its launch in 2017.

Edelweiss Multi Cap Fund

This one is an equity mutual fund scheme with a four-star rating. Its NAV as of September 2020 hovers around Rs. 15. The fund is rated moderately high risk, and as of 2019-20, has yielded an annualized return just about 6% since its launch in Feb 2015.

Documents Required to Invest in Edelweiss Mutual Fund

To begin your Edelweiss MF online investment, you require the following documents for the successful completion of your KYC.

  1. Identity proof - Photo PAN Card. In case of a Non-Photo PAN Card, you can submit a copy of the PAN Card with Driving License / Passport copy / Voter ID /Bank Photo Passbook.
  2. Proof of address (any one of the following) -
    • Aadhaar card
    • Passport copy
    • Voter ID
    • Driving License
  3. Photograph (passport sized).

  • incorporated
    Aug-23-2007
  • CEO / MD
    Ms. Radhika Gupta
  • Address
    5th Floor, One Indiabulls Centre,Tower 1, 841,Senapati Bapat Marg
    Mumbai - 400 013
    Maharashtra
  • Phone
    91-22-40979878
  • Email
    investor.amc@edelcap.com
  • Registrar & Transfer Agent
    Karvy Computershare Pvt Ltd
    "KARVY HOUSE",46, Avenue 4, Street No.1, Banjara Hills,
    Hyderabad - 500 034
    Andhra Pradesh
    91-40-23311968
    mailmanager@karvy.com
  • Auditors
    S. R. BATLIBOI & Co Express Tower, 6th Floor,Nariman Point,Mumbai
    Mumbai - 400021
    Maharashtra
    91-22-22876401
    -

Total Net Assets of Edelweiss Mutual Fund as of March 2018 - 12,073cr


Edelweiss Mutual Fund - Estimated fund Flows for March 2018



Frequently Asked Questions on Edelweiss Mutual Fund


How is Edelweiss Mutual Fund?

Edelweiss MF intends to provide great opportunity for investment by building portfolios that have balanced risk and return levels. The aim is to manage better investments through a process-driven approach which has provided solutions for the investment needs of every individual or institutional investor.

How do you stop SIP in Edelweiss?

Once your financial goal is reached, the SIPs can be stopped. For this a simple process whereby the ‘cancellation form’ from the website is filled in and submitted

Is it worth investing in Edelweiss mid and small cap funds?

Mid Cap Fund: Edelweiss’s mid cap fund has surpassed the benchmark index and category averages over the past 10 years. The Edelweiss Mid Cap Fund Direct Plan has a four-star rating and as of 2020 has an AUM of about Rs 780 crores. However, there are other options from Axis, Kotak and more with lower expense ratios.

Small Cap Fund: As an investor, you may need to be ready for high volatility and have the appetite for high risk. If you are looking to boost your long-term returns where your investment time horizon is over 10 years, you may consider investing some portion in a small-cap fund/s.

What is the Edelweiss mutual fund customer care number?

  • Toll Free: 1800 425 0090
  • Non Toll free: +91-40-23001181


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Edelweiss Mutual Fund Schemes

NAME RATING Category Nav EXP Ratio Assets 1y 3y 5y
Edelweiss Aggressive Hybrid -Direct Plan-Growth Option Balanced 27.59 0.53% 17 cr 3.10% 4.38% 6.77%
Edelweiss Arbitrage Fund Direct Growth Others 15.4529 0.37% 3,316 cr 5.47% 6.50% 6.69%
Edelweiss ASEAN Equity Off Shore Fund - Direct Plan - Growth Option Equity 20.225 1.67% 37 cr -10.22% 0.54% 5.62%
Edelweiss Balanced Advantage Fund -Direct Plan-Growth Balanced 28.72 0.60% 1,585 cr 14.42% 8.33% 8.86%
Edelweiss Banking and PSU Debt Fund Direct Growth Debt 19.1638 0.20% 374 cr 14.08% 10.36% 9.32%
Edelweiss Corporate Bond Fund Direct Growth Debt 13.5109 0.57% 7 cr 3.05% 0.42% 3.74%
Edelweiss Dynamic Bond Fund Direct Plan Growth Option Debt 23.969 0.23% 102 cr 7.81% 8.48% 8.15%
Edelweiss Emerging Markets Opportunities Equity Offshore Direct Growth Equity 15.5364 1.23% 18 cr 16.88% 8.67% 11.24%
Edelweiss Equity Savings Direct Growth Balanced 16.0169 0.68% 75 cr 9.07% 7.54% 7.96%
Edelweiss Europe Dynamic Equity Offshore Fund Direct Growth Equity 12.3072 1.60% 26 cr 5.59% 1.86% 3.52%
Edelweiss Government Securities Fund Direct Growth Debt 19.1535 0.86% 61 cr 11.81% 10.15% 9.30%
Edelweiss Greater China Equity Off-shore Fund - Direct Plan - Growth Option Equity 48.746 1.52% 388 cr 54.47% 21.14% 19.74%
Edelweiss Large Cap Direct Plan-Growth option Equity 39.8 0.51% 193 cr 5.82% 6.48% 9.18%
Edelweiss Large & Mid Fund - Direct Plan - Growth Option Equity 35.914 0.90% 517 cr 6.58% 5.80% 8.88%
Edelweiss Liquid Fund Direct Growth Liquid 2614.7175 0.11% 1,145 cr 4.86% 6.47% 6.63%
Edelweiss Long Term Equity Direct Plan-Growth Option Equity 50.88 0.68% 123 cr 2.48% 2.67% 6.62%
Edelweiss Low Duration FundDirect Growth Debt 2050.2621 0.20% 24 cr -2.11% 0.28% 3.12%
Edelweiss Mid Cap - Direct Plan - Growth Option Equity 30.589 0.61% 933 cr 11.70% 3.06% 8.50%
Edelweiss Multi-Cap Direct Growth Equity 15.58 0.68% 550 cr 2.95% 4.70% 8.89%
Edelweiss Small Cap Fund Direct Growth Equity 12.692 0.91% 530 cr 19.48%
Edelweiss Tax Advantage Fund - Direct Plan - Growth Option Equity 44.318 1.14% 9 cr 11.50% 8.36% 6.50%
Edelweiss US Technology Equity Fund of Fund Direct Growth Equity 15.2878 1.22% 495 cr
Edelweiss US Value Equity Offshore Fund Direct Growth Equity 18.3156 1.52% 39 cr 5.17% 8.17% 8.64%