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.
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Top 10 Edelweiss Mutual Funds
| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| Edelweiss Liquid Fund | Debt | Moderately Low | 4.3% | 4star | ₹1,063 | |
| Edelweiss Low Duration Fund | Debt | Moderately Low | -2.7% | 2star | ₹32 | |
| Edelweiss Greater China Equity Offshore Fund | Others | High | 66.9% | 2star | ₹762 | |
| Edelweiss Government Securities Fund | Debt | Moderate | 13.9% | 4star | ₹89 | |
| Edelweiss Mid Cap Fund | Equity | High | 30.9% | 3star | ₹1,057 | |
| Edelweiss Large Cap Fund | Equity | Moderately High | 21.7% | 4star | ₹223 | |
| Edelweiss Multi Cap Fund | Equity | Moderately High | 19.4% | 3star | ₹626 | |
| Edelweiss Dynamic Bond Fund | Debt | Moderately Low | 7.1% | 5star | ₹182 | |
| Edelweiss Emerging Markets Opportunities Equity Offshore Fund | Others | High | 30.2% | 2star | ₹42 | |
| Edelweiss Small Cap Fund | Equity | High | 33.7% | 4star | ₹623 | |
| Edelweiss US Value Equity Offshore Fund | Others | High | 9.1% | 3star | ₹49 | |
| Edelweiss Asean Equity Offshore Fund | Others | High | 5.7% | 2star | ₹54 | |
| Edelweiss Arbitrage Fund | Hybrid | Moderately Low | 5.0% | 5star | ₹3,195 | |
| Edelweiss Equity Savings Fund | Hybrid | Moderately High | 15.2% | 5star | ₹87 | |
| Edelweiss Large & Mid Cap Fund | Equity | Moderately High | 22.5% | 4star | ₹615 | |
| 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 Liquid Direct Growth
Fund Performance: This fund has given 6.15% annualized returns in the last three years. In the last year, its returns were 4.26%. 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 4.26% 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 |
|---|---|
| AUM | ₹1,063Cr |
| 1Y Returns | 4.3% |
Edelweiss Low Duration Super Institutional Direct Plan Growth
Fund Performance: This fund has given 0.11% annualized returns in the last three years. In the last year, its returns were -2.68%. 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 -2.68% 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 |
|---|---|
| AUM | ₹32Cr |
| 1Y Returns | -2.7% |
Edelweiss Greater China Equity Off shore Fund Direct Growth
Fund Performance: This fund has given 26.67% annualized returns in the last three years. In the last year, its returns were 66.91%. 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 66.91% 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 |
|---|---|
| AUM | ₹762Cr |
| 1Y Returns | 66.9% |
Edelweiss Government Securities Fund Direct Growth
Fund Performance: This fund has given 10.64% annualized returns in the last three years. In the last year, its returns were 13.92%. 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 13.92% 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 |
|---|---|
| AUM | ₹89Cr |
| 1Y Returns | 13.9% |
Edelweiss Mid Cap Direct Plan Growth
Fund Performance: This fund has given 7.09% annualized returns in the last three years. In the last year, its returns were 30.87%. 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 30.87% 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 |
|---|---|
| AUM | ₹1,057Cr |
| 1Y Returns | 30.9% |
Edelweiss Large Cap Fund Direct Growth
Fund Performance: This fund has given 11.66% annualized returns in the last three years. In the last year, its returns were 21.74%. 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 21.74% 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 |
|---|---|
| AUM | ₹223Cr |
| 1Y Returns | 21.7% |
Edelweiss Multi Cap Fund Direct Growth
Fund Performance: This fund has given 8.61% annualized returns in the last three years. In the last year, its returns were 19.45%. 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 19.45% 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 |
|---|---|
| AUM | ₹626Cr |
| 1Y Returns | 19.4% |
Edelweiss Money Market Fund Direct Growth
Fund Performance: This fund has given 9.19% annualized returns in the last three years. In the last year, its returns were 7.1%. 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 7.1% 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 |
|---|---|
| AUM | ₹182Cr |
| 1Y Returns | 7.1% |
Edelweiss Emerging Markets Opportunities Equity Offshore Fund Direct Growth
Fund Performance: This fund has given 14.12% annualized returns in the last three years. In the last year, its returns were 30.22%. 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 30.22% 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 |
|---|---|
| AUM | ₹42Cr |
| 1Y Returns | 30.2% |
Edelweiss Small Cap Fund Direct Growth
Fund Performance: In the last year, its returns were 33.68%. 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 33.68% 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 |
|---|---|
| AUM | ₹623Cr |
| 1Y Returns | 33.7% |
Edelweiss US Value Equity Offshore Fund Direct Growth
Fund Performance: This fund has given 10.54% annualized returns in the last three years. In the last year, its returns were 9.11%. 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 9.11% 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 |
|---|---|
| AUM | ₹49Cr |
| 1Y Returns | 9.1% |
Edelweiss ASEAN Equity Off Shore Fund Direct Growth
Fund Performance: This fund has given 4.32% annualized returns in the last three years. In the last year, its returns were 5.65%. 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 5.65% 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 |
|---|---|
| AUM | ₹54Cr |
| 1Y Returns | 5.7% |
Edelweiss Arbitrage Fund Direct Growth
Fund Performance: This fund has given 6.22% annualized returns in the last three years. In the last year, its returns were 4.99%. 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 4.99% 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 |
|---|---|
| AUM | ₹3,195Cr |
| 1Y Returns | 5.0% |
Edelweiss Equity Savings Fund Direct Growth
Fund Performance: This fund has given 9.25% annualized returns in the last three years. In the last year, its returns were 15.18%. 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 15.18% 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 |
|---|---|
| AUM | ₹87Cr |
| 1Y Returns | 15.2% |
Edelweiss Large & Mid Cap Direct Plan Growth
Fund Performance: This fund has given 10.54% annualized returns in the last three years. In the last year, its returns were 22.47%. 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 22.47% 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 |
|---|---|
| AUM | ₹615Cr |
| 1Y Returns | 22.5% |
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