Best Edelweiss Hybrid Mutual Funds

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.

If we allocate 65 to 80 percent of a fund to equity and assign remaining to debt and similar instruments, then what we get in return is a Hybrid-Equity fund. These funds allow you to enjoy good returns and low-risk rates courtesy their significant allocation in debt funds. Market gurus believe that it is better to invest in these than to go for an equity-debt portfolio as there is no tax imposed on the debt funds in the mix. It has returns that are taxed at 15% if sold before one year, post this period a 10% tax is applicable on the gains.

Purpose: Invest in these funds instead of buying a different kind of equity-debt funds with 60-40 allocations. These funds are best to moderate your risk with a fair return in the high-risk portfolio.

Why invest with Groww?

— Registered with SEBI, AMFI & BSE

— Paperless sign up on web & app

— Expert recommendations

— ZERO fees !

Sign Up

Top 10 Edelweiss Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Edelweiss Dynamic Bond FundDebtModerate13.7%5star55
Edelweiss Government Securities FundDebtModerate11.0%5star81
Edelweiss Arbitrage FundHybridModerately Low7.1%4star3,854
Edelweiss Large Cap FundEquityModerately High13.0%4star172
Edelweiss Small Cap FundEquityN.A4star424
Edelweiss Multi Cap FundEquityHigh11.0%4star492
Edelweiss Large & Mid Cap FundEquityModerately High12.7%3star481
Edelweiss Long Term Equity Fund (Tax Savings)EquityModerately High11.3%3star111
Edelweiss Multi Asset Allocation FundEquityModerately High12.0%3star9
Edelweiss Mid Cap FundEquityHigh8.0%3star945
Edelweiss US Value Equity Offshore FundOthersHigh16.4%3star43
Edelweiss Balanced Advantage FundHybridModerately High9.5%3star1,475
Edelweiss Emerging Markets Opportunities Equity Offshore FundOthersHigh15.3%2star9
Edelweiss Greater China Equity Offshore FundOthersHigh30.8%2star107
Edelweiss Low Duration FundDebtModerately Low-4.2%2star105
View All Top 10 Edelweiss Mutual Funds

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

Edelweiss Dynamic Bond Fund Direct Growth

Fund Performance: This fund has given 7.51% annualized returns in the last three years. In the last year, its returns were 13.66%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 13.66% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹5,000
AUM55Cr
1Y Returns13.7%

Edelweiss Government Securities Fund Direct Growth

Fund Performance: This fund has given 7.33% annualized returns in the last three years. In the last year, its returns were 11.03%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 11.03% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM81Cr
1Y Returns11.0%

Edelweiss Arbitrage Fund Direct Growth

Fund Performance: This fund has given 6.86% annualized returns in the last three years. In the last year, its returns were 7.06%. It has continually hit its benchmark in the Hybrid segment.

Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing 7.06% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM3,854Cr
1Y Returns7.1%

Edelweiss Large Cap Fund Direct Growth

Fund Performance: This fund has given 14.49% annualized returns in the last three years. In the last year, its returns were 13.04%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 13.04% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM172Cr
1Y Returns13.0%

Edelweiss Small Cap Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were NA. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing NA returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM424Cr
1Y ReturnsNA

Edelweiss Multi Cap Fund Direct Growth

Fund Performance: This fund has given 14.5% annualized returns in the last three years. In the last year, its returns were 10.97%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 10.97% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹5,000
AUM492Cr
1Y Returns11.0%

Edelweiss Large & Mid Cap Direct Plan Growth

Fund Performance: This fund has given 13.7% annualized returns in the last three years. In the last year, its returns were 12.72%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 12.72% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹5,000
AUM481Cr
1Y Returns12.7%

Edelweiss Long Term Equity Fund (Tax Savings) Direct Growth

Fund Performance: This fund has given 10.96% annualized returns in the last three years. In the last year, its returns were 11.28%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 11.28% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM111Cr
1Y Returns11.3%

Edelweiss Aggressive Hybrid Fund Direct Growth

Fund Performance: This fund has given 11.09% annualized returns in the last three years. In the last year, its returns were 12.01%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 12.01% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM9Cr
1Y Returns12.0%

Edelweiss Mid Cap Direct Plan Growth

Fund Performance: This fund has given 9.8% annualized returns in the last three years. In the last year, its returns were 8.01%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 8.01% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹5,000
AUM945Cr
1Y Returns8.0%

Edelweiss US Value Equity Offshore Fund Direct Growth

Fund Performance: This fund has given 9.44% annualized returns in the last three years. In the last year, its returns were 16.39%. It has continually hit its benchmark in the Others segment.

Why to invest: It is one of the most remarkable Others mutual funds in India. This fund has constantly outperformed other similar funds, providing 16.39% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM43Cr
1Y Returns16.4%

Edelweiss Balanced Advantage Fund Direct Growth

Fund Performance: This fund has given 11.14% annualized returns in the last three years. In the last year, its returns were 9.54%. It has continually hit its benchmark in the Hybrid segment.

Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing 9.54% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM1,475Cr
1Y Returns9.5%

Edelweiss Emerging Markets Opportunities Equity Offshore Fund Direct Growth

Fund Performance: This fund has given 13.02% annualized returns in the last three years. In the last year, its returns were 15.25%. It has continually hit its benchmark in the Others segment.

Why to invest: It is one of the most remarkable Others mutual funds in India. This fund has constantly outperformed other similar funds, providing 15.25% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM9Cr
1Y Returns15.3%

Edelweiss Greater China Equity Off shore Fund Direct Growth

Fund Performance: This fund has given 17.15% annualized returns in the last three years. In the last year, its returns were 30.83%. It has continually hit its benchmark in the Others segment.

Why to invest: It is one of the most remarkable Others mutual funds in India. This fund has constantly outperformed other similar funds, providing 30.83% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM107Cr
1Y Returns30.8%

Edelweiss Low Duration Super Institutional Direct Plan Growth

Fund Performance: This fund has given 3.56% annualized returns in the last three years. In the last year, its returns were -4.21%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing -4.21% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹5,000.

Min Investment Amt₹5,000
AUM105Cr
1Y Returns-4.2%

Explore all Mutual Funds on Groww

Explore Mutual Funds
ⓒ 2019 Billionbrains Garage Ventures Private Limited