Edelweiss Mutual Funds, managed by Edelweiss Asset Management Limited, is one of the youngest and most dynamic mutual fund houses in the country. Edelweiss Financial Services Ltd. is the parent company which is in control of the entire group of companies.
Edelweiss Financial Services commenced its operations in 1996 and has been a key driver of the Indian financial sector ever since. It got the license to deal in mutual funds in 2008, amongst the global economic slowdown. Despite the odds stacked against them, they set up Edelweiss Asset Management Ltd. (EAML) and launched mutual funds in a market that was showing no signs of picking up.
However, with their brilliant investment strategy and a broad portfolio of funds, Edelweiss Mutual Funds soon picked up the pace and has been growing at a brisk pace ever since. Apart from mutual funds, EAML also deals in Alternative Investments.
The primary aim of the AMC is to present its investors with the broadest range of investment products and the necessary customer support to maximise wealth creation. Broadly speaking, there are three types of funds that you can invest in through EAML- Equity, Debt and Liquid.
Unlike traditional AMCs, EAML relies on innovation and an unconventional approach to investing. As a result, EAML is considered one of the most tech-friendly investment houses in the country, arguably the only one that focuses extensively on the digital experience of their clients.
About Sponsor
Edelweiss Asset Management Limited is sponsored and managed by Edelweiss Financial Services Limited, an Indian conglomerate operating in the financial services sector of the country since 1996.
The company started as a tailored investment bank, specialising in mergers & acquisitions, private equity syndication and similar advisory services. It soon spread its wings to other areas of finance, offering its clients a broad range of financial products and services cutting across asset classes and consumer segments, both locally and on a global scale.
The next stage of development came when they acquired the license of being a merchant bank at the turn of the millennium. At this point, they focused on helping start-ups raise capital through the non-IPO mediums such as Private Equity Funds and Venture Capital.
The growth of the company continued unabated in the following decade. They added the Non-banking Financial Company and Institutional Broking to their portfolio of services. They followed it up by setting the Edelweiss Global Wealth Management in 2007, the Indian extension of which is Edelweiss Asset Management Limited.
Edelweiss strongly associates itself with corporate social responsibilities. They gave it a formal stance by establishing the EdelGive Foundation, a charitable organisation focussed on the livelihood and education of the underprivileged.
The growth trajectory of Edelweiss followed the same path going into the second decade of the 21st century, as they acquired Anagram Capital in 2010. The following year, they expanded to the Japanese market by entering into a joint venture with Tokio Marine, a Japanese insurance company.
Their landmark deal came in the year 2016 when they acquired the entire fund portfolio of JP Morgan Asset Management India.
| Fund Name | Category | Risk | NAV | Expense Ratio | 1Y Returns | 3Y Returns | 5Y Returns | Rating | Fund Size (in Cr) | Exit Load |
|---|---|---|---|---|---|---|---|---|---|---|
Edelweiss Mid Cap Fund | Equity | Very High | 120.20 | 0.4 | 0.3% | 26.1% | 26.6% | 5 | ₹12,646 | Exit load of 1%, if redeemed within 90 days. |
Edelweiss Aggressive Hybrid Fund | Hybrid | Very High | 74.42 | 0.38 | 5.4% | 18.0% | 18.6% | 5 | ₹3,316 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days. See more |
Edelweiss Equity Savings Fund | Hybrid | Moderate | 28.79 | 0.61 | 9.2% | 12.3% | 11.1% | 5 | ₹1,028 | Exit load of 0.25%, if redeemed within 30 days. |
Edelweiss Liquid Fund | Debt | Low to Moderate | 3,500.51 | 0.1 | 6.7% | 7.1% | 5.9% | 5 | ₹10,214 | Exit load of 0.0070% if redeemed within 1 day, 0.0065% if redeemed within 2 days, 0.0060% if redeemed within 3 days, 0.0055% if redeemed within 4 days, 0.0050% if redeemed within 5 days, 0.0045% if redeemed within 6 days. See more |
Edelweiss Small Cap Fund | Equity | Very High | 47.59 | 0.43 | -6.4% | 20.1% | 25.8% | 4 | ₹5,296 | Exit load of 1%, if redeemed within 90 days. |
Edelweiss Flexi Cap Fund | Equity | Very High | 45.55 | 0.43 | 1.6% | 20.1% | 20.2% | 4 | ₹3,005 | Exit load of 1%, if redeemed within 90 days. |
Edelweiss Focused Fund | Equity | Very High | 17.57 | 0.65 | -0.3% | 18.6% | NA | 4 | ₹1,030 | Exit load of 1%, if redeemed within 90 days. |
Edelweiss Large Cap Fund | Equity | Very High | 99.33 | 0.61 | 5.2% | 16.4% | 16.5% | 4 | ₹1,407 | Exit load of 1%, if redeemed within 90 days. |
Edelweiss Large & Mid Cap Fund | Equity | Very High | 104.50 | 0.42 | 0.2% | 19.3% | 20.2% | 3 | ₹4,346 | Exit load of 1%, if redeemed within 90 days. |
Edelweiss ELSS Tax Saver Fund | Equity | Very High | 135.85 | 0.69 | 3.3% | 18.3% | 18.2% | 3 | ₹439 | - |
Edelweiss NIFTY Large Mid Cap 250 Index Fund | Equity | Very High | 17.26 | 0.3 | 2.9% | 17.8% | NA | 3 | ₹311 | - |
Edelweiss Nifty 100 Quality 30 Index Fund | Equity | Very High | 15.09 | 0.32 | 2.6% | 15.4% | NA | 3 | ₹158 | - |
Edelweiss Balanced Advantage Fund | Hybrid | Very High | 59.45 | 0.51 | 5.3% | 13.5% | 13.2% | 3 | ₹13,238 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days. See more |
Edelweiss Nifty 50 Index Fund | Equity | Very High | 15.19 | 0.05 | 7.3% | 13.2% | NA | 3 | ₹212 | - |
Edelweiss Arbitrage Fund | Hybrid | Low | 21.40 | 0.39 | 7.1% | 7.8% | 6.6% | 3 | ₹16,687 | Exit load of 0.25%, if redeemed within 15 days. |
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| Mutual fund name | Edelweiss Mutual Fund | |||
| Asset management company name | Edelweiss Mutual Fund | |||
| AMC Setup Date | 30 Apr 2008 | |||
| AMC Incorporation Date | 30 Apr 2008 | |||
| Sponsor name | Edelweiss Financial Services Limited | |||
| Trustee organisation | Edelweiss Trusteeship Company Ltd. | |||
| Name of trustees | Ms. Kamala K | Mr. Kedar Desai | Mr. K Ramaswamy | Mr. K Venugopal |
| MD | Ms. Radhika Gupta | |||
| CEO | Radhika Gupta(Chief Executive Officer) | |||
| CIO | Trideep Bhattacharya(Chief Investment Officer-Equity), Dhawal Dalal(Chief Investment Officer-Debt) | |||
| Compliance Officer | Mr. Jehzeel Master | |||
| Investor Service Officer | Mr. Abdulla Chaudhri | |||
| Total AUM (as of end of last quarter) | ₹1,66,386.01Cr | |||
| Address | Edelweiss HouseOff C.S.T. Road,Kalina Mumbai 400098 |
— Registered with SEBI, AMFI & BSE
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Edelweiss is one of the most innovative and technology-oriented asset management companies. You can invest in Edelweiss Mutual Fund online conveniently and securely. The online facility not only facilitates the process but also makes it entirely transparent, eliminating any areas of ambiguity.
You may invest in their mutual funds by following this step-by-step guide.
Step 1: Visit the Groww website from your browser. Existing members can simply log in, while new users need to do a one-time registration.
Step 2: Submit documents that prove your identity. You may use your KYC documents such as Aadhaar, Voter ID card, Passport, PAN, Driving Licence or any other government-issued identity card for the purpose.
Step 3: Submit your address proof documents. Apart from your KYC documents (except PAN), Ration card, utility bills or house rent agreement are also valid.
Step 4: The next step is choosing your investment tenure. It can be a short-term, mid-term or long-term investment.
Step 5: Select your risk appetite on the next prompt. The available choices are low, medium and high risk.
Step 6: A list of mutual funds corresponding to your choices shall appear on the screen. Choose a mutual fund that you want to invest in.
Step 7: There will be two options – “Invest One Time” and “Start SIP”. Select one depending on whether you want to invest a lump sum amount at one go or start a SIP.
That completes the Edelweiss Mutual Fund online investment procedure.
It’s a straightforward process, which shouldn’t take more than a few minutes. The investment will be processed promptly, and the change shall be visible on your Groww account within the next 3 to 4 working days.
Now let us jump and check about these top 15 mutual fund schemes.
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 26.07% & 26.59%. The Edelweiss Mid Cap Fund comes under the Equity category of Edelweiss Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Edelweiss Mid Cap Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹12,646Cr |
| 1Y Returns | 0.3% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 17.98% & 18.56%. The Edelweiss Aggressive Hybrid Fund comes under the Hybrid category of Edelweiss Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Edelweiss Aggressive Hybrid Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹3,316Cr |
| 1Y Returns | 5.4% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 12.27% & 11.14%. The Edelweiss Equity Savings Fund comes under the Hybrid category of Edelweiss Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Edelweiss Equity Savings Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹1,028Cr |
| 1Y Returns | 9.2% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 7.1% & 5.9%. The Edelweiss Liquid Fund comes under the Debt category of Edelweiss Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Edelweiss Liquid Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹10,214Cr |
| 1Y Returns | 6.7% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 20.15% & 25.84%. The Edelweiss Small Cap Fund comes under the Equity category of Edelweiss Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Edelweiss Small Cap Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹5,296Cr |
| 1Y Returns | -6.4% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 20.14% & 20.2%. The Edelweiss Flexi Cap Fund comes under the Equity category of Edelweiss Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Edelweiss Flexi Cap Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹3,005Cr |
| 1Y Returns | 1.6% |
Fund Performance: The Edelweiss Focused Fund comes under the Equity category of Edelweiss Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Edelweiss Focused Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹1,030Cr |
| 1Y Returns | -0.3% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 16.43% & 16.52%. The Edelweiss Large Cap Fund comes under the Equity category of Edelweiss Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Edelweiss Large Cap Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹1,407Cr |
| 1Y Returns | 5.2% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 19.32% & 20.18%. The Edelweiss Large & Mid Cap Fund comes under the Equity category of Edelweiss Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Edelweiss Large & Mid Cap Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹4,346Cr |
| 1Y Returns | 0.2% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 18.32% & 18.17%. The Edelweiss ELSS Tax Saver Fund comes under the Equity category of Edelweiss Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Edelweiss ELSS Tax Saver Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹439Cr |
| 1Y Returns | 3.3% |
Fund Performance: The Edelweiss NIFTY Large Mid Cap 250 Index Fund comes under the Equity category of Edelweiss Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Edelweiss NIFTY Large Mid Cap 250 Index Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹311Cr |
| 1Y Returns | 2.9% |
Fund Performance: The Edelweiss Nifty 100 Quality 30 Index Fund comes under the Equity category of Edelweiss Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Edelweiss Nifty 100 Quality 30 Index Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹158Cr |
| 1Y Returns | 2.6% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 13.47% & 13.18%. The Edelweiss Balanced Advantage Fund comes under the Hybrid category of Edelweiss Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Edelweiss Balanced Advantage Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹13,238Cr |
| 1Y Returns | 5.3% |
Fund Performance: The Edelweiss Nifty 50 Index Fund comes under the Equity category of Edelweiss Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Edelweiss Nifty 50 Index Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹212Cr |
| 1Y Returns | 7.3% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 7.81% & 6.59%. The Edelweiss Arbitrage Fund comes under the Hybrid category of Edelweiss Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Edelweiss Arbitrage Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹16,687Cr |
| 1Y Returns | 7.1% |
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