| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.60% |
| NAV | ₹19.3 (23-Apr-2019) |
|---|---|
| Fund Started | 20-May-2009 |
| Fund Size | ₹146 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 8.8% |
| Reliance Industries Ltd. | Energy | Equity | 6.3% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.7% |
| Bajaj Finance Ltd. | Financial | Equity | 3.7% |
| ICICI Bank Ltd. | Financial | Equity | 3.7% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.7% |
| HCL Technologies Ltd. | Technology | Equity | 3.1% |
| Glaxosmithkline Consumer Healthcare Ltd. | FMCG | Equity | 3.0% |
| Bharat Financial Inclusion Ltd. | Financial | Equity | 3.0% |
| Infosys Ltd. | Technology | Equity | 2.8% |
Edelweiss Mutual Fund started their mutual fund on 30/04/2008 and its managing total assets of Rs. 9,570 Cr. Its ranked at 26 as per total assets at end of 30th Sep 2017.
Edelweiss Mutual Fund is a fiduciary business of Edelweiss Group. The main aim of Edelweiss Mutual Fund is to provide excellent investment services to all its investors and they believe in setting high moral ethics for the business. They also want to set up a disciplined approach of investing for all its customers.
The asset management company follows a process oriented approach, which ultimately helps investors reach their financial goal. What works in the AMC's favor is their asset management team which is highly experienced and follows a research based methodology, when it comes to investing.
The fund house offers a bouquet of mutual funds ranging across various categories like equity, debt and hybrid and invests in various market capitalization. This approach caters to the needs of all its customers with different investment styles.