Edelweiss Mutual Fund is one of the youngest mutual fund houses in India. It was registered with SEBI in 2008 and commenced operation in 2009. The fund house is managed by Edelweiss Asset Management Limited (EAM), which is part of the Edelweiss Group. Radhika Gupta is the MD and CEO of Edelweiss Mutual Fund (Asset Management Company Limited).
The Edelweiss mutual funds portfolio covers the whole risk-return spectrum. It is designed to offer investors the best opportunity for investment growth, with a continuous focus on risk and capital preservation. In 2016, EAM acquired the onshore fund schemes of J P Morgan Mutual Fund in India.
Key Information About Edelweiss Mutual Fund
How to Invest in the Edelweiss Mutual Fund
Investing in the best Edelweiss Mutual Funds can be a complex process. To make it easier, here is a step-by-step guide:
1. Choose Your Mutual Fund Type
According to your risk tolerance (low, mid, or high) and financial goals, choose your mutual types, such as equity, debt, hybrid, index, and sector funds.
2. Select a Mutual Fund Scheme
After carefully analysing the historical returns, expense ratio, reviews, and ratings of different schemes, choose your preferred Edelweiss Mutual Fund.
3. Login or Open a Demat Account
Log in to your Stack Wealth account. If you do not have an account, you can register with your mobile number and create a new one immediately.
4. Complete KYC (Know Your Customer) Requirements
The next step involves providing personal information and verifying identity. You must upload a government-issued ID such as PAN, Aadhar and proof of address. Follow the instructions in the app to complete this step smoothly.
5. Select Investment Mode (SIP or lumpsum)
If you prefer regular, disciplined investing, you can set-up a systematic investment plan (SIP), which is periodic (monthly, quarterly, etc.). Alternatively, if you have a large amount to invest, you can make a lump-sum investment. Select the investment period of your choice.
6. Confirm and Track Your Investment
After setting up your investment, sit back and watch your money grow. The Stack Wealth app will provide regular updates and reports on your portfolio’s performance. You can also adjust your investments or withdraw funds as needed.
List of Best Edelweiss Mutual Funds in India
Here is the list of some of the best Edelweiss Mutual Funds in India:
* All data as of 31st December 2024 (Month End AUM)
Detailed Overview of Edelweiss Mutual Fund Schemes
Now, let’s discuss these 10 Edelweiss Mutual Fund schemes in detail:
1. Edelweiss Mid Cap Fund-Regular-Growth Plan
Edelweiss Mid Cap Fund was launched on 26 December 2007 and is an open-ended equity scheme which predominantly invests in mid-cap stocks.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 21.66% and 24.15%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹18,007.
- Minimum Investment Amount: The minimum lump sum for the Edelweiss Mid Cap Fund is ₹100, and for SIP, it is ₹100.
2. Edelweiss Liquid Fund-Regular-Growth Plan
Edelweiss Liquid Fund is an open-ended liquid scheme launched on 21 September 2007. It has a relatively low interest rate and moderate credit risk.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 6.45% and 5.29%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹12,063.
- Minimum Investment Amount: The minimum lump sum for the Edelweiss Liquid Fund is ₹100, and for SIP, it is ₹100.
3. Edelweiss Arbitrage Fund-Regular-Growth Plan
Edelweiss Arbitrage Fund is an open-ended hybrid Scheme investing in arbitrage opportunities launched on 27 June 2014.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 6.48% and 5.53%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹12,073.
- Minimum Investment Amount: The minimum lump sum for the Edelweiss Arbitrage Fund is ₹100, and for SIP, it is ₹100.
4. Edelweiss Flexi Cap Fund-Regular-Growth Plan
Edelweiss Flexi Cap Fund is an open-ended dynamic equity scheme launched on February 3, 2015. It invests in large-cap, mid-cap, and small-cap stocks.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 15.42% and 16.97%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹15,377.
- Minimum Investment Amount: The minimum lump sum for the Edelweiss Flexi Cap Fund is ₹100, and for SIP, it is ₹100.
5. Edelweiss Money Market Fund-Regular-Growth Plan
Edelweiss Money Market Fund is an open-ended debt scheme launched on 27 June 2008. It invests in money market securities and has a relatively low interest rate and moderate credit risk.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 5.78% and 4.99%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹11,834.
- Minimum Investment Amount: The minimum lump sum for the Edelweiss Money Market Fund is ₹100, and for SIP, it is ₹100.
6. Edelweiss Aggressive Hybrid Fund-Regular-Growth Plan
Edelweiss Aggressive Hybrid Fund is an open-ended hybrid scheme launched on 12 August 2009. It invests in equity and equity-related instruments.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 15.37% and 16.03%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹15,354.
- Minimum Investment Amount: The minimum lump sum for the Edelweiss Aggressive Hybrid Fund is ₹100, and for SIP, it is ₹100.
7. Edelweiss Focused Fund-Regular-Growth Plan
Edelweiss Focused Fund is an open-ended equity scheme that invests in up to 30 stocks, focusing on multi-cap space. It was launched on 01 August 2022.
- Fund Performance: The fund's annualized returns for the past year and since inception have been around 10.1% and 17.25%, respectively. Since inception, the current value of a Standard Investment of ₹10,000 will become around ₹14,981.
- Minimum Investment Amount: The minimum lump sum for the Edelweiss Focused Fund is ₹100, and for SIP, it is ₹100.
8. Edelweiss Government Securities Fund-Regular-Growth Plan
Edelweiss Government Securities Fund is an open-ended debt scheme that invests primarily in government securities across maturity. It was launched on 13 February 2014. The fund has a relatively high interest rate and low credit risk.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 6.28% and 6.9%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹12,003.
- Minimum Investment Amount: The minimum lump sum for the Edelweiss Government Securities Fund is ₹100, and for SIP, it is ₹100.
9. Edelweiss Balanced Advantage Fund-Regular-Growth Plan
Edelweiss Balanced Advantage Fund is an open-ended dynamic asset allocation fund launched on 20 August 2009.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 10.05% and 13.23%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹13,326.
- Minimum Investment Amount: The minimum lump sum for the Edelweiss Balanced Advantage Fund is ₹100, and for SIP, it is ₹100.
10. Edelweiss ELSS Tax Saver Fund-Regular-Growth Plan
Edelweiss ELSS Tax Saver Fund is an open-ended equity-linked saving scheme with a statutory lock-in of 3 years and tax benefit. It was launched on 30 December 2008.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 12.77% and 14.39%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹14,342.
- Minimum Investment Amount: The minimum lump sum for the Edelweiss ELSS Tax Saver Fund is ₹500, and for SIP, it is ₹500.
Top Fund Managers
Below is the list of people who have made Edelweiss Mutual Fund Investment a standout choice in a highly competitive market.
1. Mr. Trideep Bhattacharya
Mr. Trideep Bhattacharya is the Chief Investment Officer of Equities at Edelweiss AMC. He has over 20 years of experience in Equity investing across Indian and Global markets. Before joining Edelweiss AMC, Mr. Trideep was the senior portfolio manager for alternate equities at Axis Asset Management Company. He was a Portfolio Manager at UBS Global Asset Management (London, UK) and State Street Global Advisors.
2. Mr. Dhawal Dalal
Dhawal joined Edelweiss Asset Management Limited in 2016. He is currently the CIO of Fixed Income and is responsible for growing fixed-income assets through a healthy blend of retail and institutional clients. Under his leadership, total fixed-income assets have grown more than 10x, with a total fixed-income AUM of more than Rs. 80,000 crore as of March 31, 2024. He was the driving force behind winning the government's sole mandate and launching India’s first Target—Maturity CPSE bond ETF program, BHARAT Bond ETF (BBETF), in December 2019.
3. Mr. Bhavesh Jain
Bhavesh started his career with Edelweiss Asset Management in 2008 and has over 15 years of rich experience in the financial markets. He joined the Low-Risk Trading team and was responsible for examining arbitrage between the SGX Nifty and NSE Nifty, as well as normal cash-future and index arbitrage. Today, he is the Co-head of Factor Investing, managing several funds in Risk-Adjusted Returns Strategies and ETFs.
4. Mr. Ashish Sood
Mr. Ashish Sood is an Equity Research Analyst at Edelweiss Asset Management Limited. He has been associated with the company since 2021 and is responsible for in-depth coverage of the automobile, BFSI, and commodities sectors and mid- and small-cap space ideation. His role includes meeting management and industry experts, analysing industry trends and quarterly results of the companies under coverage, and conducting frequent plant visits as part of the research process.
5. Ms. Pranavi Kulkarni
Pranavi Kulkarni was appointed Fund Manager of the fixed-income investment team in 2021. She is responsible for the Edelweiss Liquid Fund, Edelweiss Overnight Fund, and Edelweiss Money Market Fund. She joined Edelweiss AMC in 2017 as a Credit Analyst. She looks after fixed-income credit research and credit risk management across all fixed-income and hybrid funds.
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