Best Edelweiss Equity 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.

Equity Savings Fund typically invests the total capital in three segments- pure equity, arbitrage and debt funds. Generally, one-third of the total capital in pure equity, one-third in debt funds and the balance in arbitrage funds. However, the composition varies from fund to fund. The equity component can vary from 20-40% approx and depends on the type of mutual fund.

These funds outperform debt funds over taxation and treated as equity funds for taxation. If sold before a year, short term capital gains are taxed at 15% and if sold after a year, no tax is levied on the gains.

Purpose: Invest here for your longer duration to get higher returns than debt funds.

Top 10 Edelweiss Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Edelweiss Mid Cap FundEquityHigh-10.2%3star598
Edelweiss Large & Mid Cap FundEquityModerately High-1.1%3star321
Edelweiss Large Cap FundEquityModerately High2.8%3star132
Edelweiss Multi Cap FundEquityHigh-1.5%2star34
Edelweiss Multi Asset Allocation FundEquityModerately High1.4%2star6
Edelweiss Tax Advantage FundEquityModerately High-5.1%1star13
Edelweiss Long Term Equity Fund (Tax Savings)EquityModerately High-6.5%1star71
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 Mid Cap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave -10.15% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -10.15% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Harshad Patwardhan

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating3star
AUM598Cr
1Y Returns-10.2%

Edelweiss Large & Mid Cap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Large & Mid Cap segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave -1.12% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.12% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Harshad Patwardhan

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating3star
AUM321Cr
1Y Returns-1.1%

Edelweiss Large Cap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Large Cap segment and provided 11.32% annualized returns in the last 3 years. In the last 1 year, it gave 2.8% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 2.8% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Bharat Lahoti

Launch Date7 Jan 2013
Min Investment Amt1,000
Groww Rating3star
AUM132Cr
1Y Returns2.8%

Edelweiss Multi Cap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Multi Cap segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave -1.5% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.5% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Harshad Patwardhan

Launch Date2 Feb 2015
Min Investment Amt5,000
Groww Rating2star
AUM34Cr
1Y Returns-1.5%

Edelweiss Mid Cap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 8.37% annualized returns in the last 3 years. In the last 1 year, it gave 1.44% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 1.44% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Gautam Kaul, Bharat Lahoti

Launch Date7 Jan 2013
Min Investment Amt5,000
Groww Rating2star
AUM6Cr
1Y Returns1.4%

Edelweiss Tax Advantage Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave -5.12% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -5.12% returns in the last 1 year. Groww rated this fund as 1 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Harshad Patwardhan

Launch Date31 Dec 2012
Min Investment Amt500
Groww Rating1star
AUM13Cr
1Y Returns-5.1%

Edelweiss Long Term Equity Fund (Tax Savings) - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 7.76% annualized returns in the last 3 years. In the last 1 year, it gave -6.5% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -6.5% returns in the last 1 year. Groww rated this fund as 1 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Harshad Patwardhan

Launch Date23 Jan 2013
Min Investment Amt500
Groww Rating1star
AUM71Cr
1Y Returns-6.5%

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What does investing in Edelweiss Equity Mutual Funds actually mean?

Suppose a mutual fund invests in ten stocks and total current market value of these stocks is 1.1 Crore. Out of this, the AMC deducts say, 0.1 Crore for operating the fund (this is known as the expense ratio). So the net value is 1 crore. Now the AMC will divide this 1 Crore into say, 10,000 parts. These parts are known as units. The cost of one unit is 1Cr/10,000 = Rs. 1000. This is known as the Net Asset Value (NAV) of the mutual fund. Suppose the AMC has set a minimum investment requirement of Rs. 500. Then if you pay Rs. 500, you will get 0.5 units of the fund. Remember that the cost of one unit is the cost when you made the purchase. Suppose after one year, the NAV has fallen to Rs. 700 per unit and you wish to exit the fund (also known as redemption), then you sell your 0.5 units back to the AMC and get 0.5 x Rs. 700 = Rs. 350 back. Yes, you invested Rs. 500 and got back Rs. 350 – a loss of 150 over a year. The point is, that you buy units at current NAV and sell units (fully or partially) at current NAV. This is what investing in mutual fund actually means.

How to invest in Edelweiss Mutual Funds on Groww?

One of the best ways to hedge against the small-cap volatility is to adopt a phased approach, also known as Systematic Investment Plan (SIP) approach. We are sure that you must be aware of SIP and its benefits. Buying in small quantity but buying regularly provides you with faster growth. On Groww.in, all transactions to and from AMC is done via BSE. When you decide to invest in a large cap mutual fund of your choice, you choose that mutual fund on the website and click ‘invest’. Following that, you are redirected to the BSE page where you make the payment. BSE then directs your money to the AMC managing your mutual fund. To be assured at your end, you can visit the individual AMC website after the payment. You would be able to see all your purchased units against your folio number.

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Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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