Edelweiss Mutual Fund
Edelweiss Asset Management Limited is a private equity firm based in Mumbai, India. The company was founded in 1995 by Rashesh Shah. The firm manages assets across several market segments, including mutual funds, private equity, real estate, credit, etc. It also offers consulting services. All the information about the business is available on their website.
The company’s private equity asset management portfolio consists of over 80 companies. Its portfolio of investments in India includes companies such as Crompton Greaves, KEC International, Eltek, Inc., and Sea Hawk Offshore. It has branches in China, which focus on investing in companies in sectors such as infrastructure and power.
Best Edelweiss Mutual Fund
Fund Name | Fund Size(Cr.) | 3Y | 5Y | |
---|---|---|---|---|
Edelweiss Mid Cap Fund - Direct Growth
|
7,401 | 29.00% | 33.95% | |
Edelweiss Small Cap Fund - Direct Growth
|
4,142 | 27.64% | 36.57% | |
Edelweiss Flexi Cap Fund - Dir Growth
|
2,340 | 22.99% | 25.03% | |
Edelweiss Large & Mid Cap Fund - Direct Growth
|
3,655 | 22.05% | 25.67% | |
Edelweiss Aggressive Hybrid Fund - Direct Growth
|
2,077 | 21.72% | 22.40% | |
Edelweiss ELSS Tax Saver Fund - Direct Growth
|
404 | 20.19% | 22.27% | |
Edelweiss Large Cap Fund - Direct Growth
|
1,081 | 19.16% | 21.79% | |
Edelweiss MSCI I D & W H 45 Index Fund-DirGrowth
|
160 | 17.35% | - | |
Edelweiss Balanced Advantage Fund - Dir Growth | 12,399 | 14.55% | 18.46% | |
Edelweiss Recently Listed IPO Fund - Dir Growth
|
960 | 13.85% | 25.64% |
Fund Name | 1Y | Rating | Fund Size(Cr.) |
---|---|---|---|
Edelweiss Mid Cap Fund - Direct Growth
|
29.00% Fund Size - 7,401 |
||
Edelweiss Small Cap Fund - Direct Growth
|
27.64% Fund Size - 4,142 |
||
Edelweiss Flexi Cap Fund - Dir Growth
|
22.99% Fund Size - 2,340 |
||
Edelweiss Large & Mid Cap Fund - Direct Growth
|
22.05% Fund Size - 3,655 |
||
Edelweiss Aggressive Hybrid Fund - Direct Growth
|
21.72% Fund Size - 2,077 |
||
Edelweiss ELSS Tax Saver Fund - Direct Growth
|
20.19% Fund Size - 404 |
||
Edelweiss Large Cap Fund - Direct Growth
|
19.16% Fund Size - 1,081 |
||
Edelweiss MSCI I D & W H 45 Index Fund-DirGrowth
|
17.35% Fund Size - 160 |
||
Edelweiss Balanced Advantage Fund - Dir Growth |
14.55% Fund Size - 12,399 |
||
Edelweiss Recently Listed IPO Fund - Dir Growth
|
13.85% Fund Size - 960 |
Edelweiss Asset Management Limited is a diversified financial services company. It is one of the largest and fastest-growing financial services companies in India. Edelweiss Asset Management Limited is an Indian asset management company with its registered office in Mumbai (India), which received its license from SEBI in January 2004. The company provides investment management services and caters to both institutional and individual clients in India and abroad. View More
Edelweiss Mutual Fund Key Information
Edelweiss Mutual Fund Managers
How to Invest in Edelweiss Mutual Fund?
How to Invest in Edelweiss Mutual Fund ?
You can invest in any Edelweiss Mutual Fund or another mutual fund scheme via 5paisa App & Website. To do so, you will require an All-in-one account with 5paisa. View More
Top 10 Edelweiss Mutual Fund to Invest
- Edelweiss Mid Cap Fund - Direct Growth
- ₹ 100
- ₹ 7,401
- 29.00%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 7,401
- 3Y Return
- 29.00%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 7,401
- 3Y Return
- 29.00%
- Edelweiss Small Cap Fund - Direct Growth
- ₹ 100
- ₹ 4,142
- 27.64%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 4,142
- 3Y Return
- 27.64%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 4,142
- 3Y Return
- 27.64%
- Edelweiss Flexi Cap Fund - Dir Growth
- ₹ 100
- ₹ 2,340
- 22.99%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 2,340
- 3Y Return
- 22.99%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 2,340
- 3Y Return
- 22.99%
- Edelweiss Large & Mid Cap Fund - Direct Growth
- ₹ 100
- ₹ 3,655
- 22.05%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 3,655
- 3Y Return
- 22.05%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 3,655
- 3Y Return
- 22.05%
- Edelweiss Aggressive Hybrid Fund - Direct Growth
- ₹ 100
- ₹ 2,077
- 21.72%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 2,077
- 3Y Return
- 21.72%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 2,077
- 3Y Return
- 21.72%
- Edelweiss ELSS Tax Saver Fund - Direct Growth
- ₹ 500
- ₹ 404
- 20.19%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 404
- 3Y Return
- 20.19%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 404
- 3Y Return
- 20.19%
- Edelweiss Large Cap Fund - Direct Growth
- ₹ 100
- ₹ 1,081
- 19.16%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 1,081
- 3Y Return
- 19.16%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 1,081
- 3Y Return
- 19.16%
- Edelweiss MSCI I D & W H 45 Index Fund-DirGrowth
- ₹ 100
- ₹ 160
- 17.35%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 160
- 3Y Return
- 17.35%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 160
- 3Y Return
- 17.35%
- Edelweiss Balanced Advantage Fund - Dir Growth
- ₹ 100
- ₹ 12,399
- 14.55%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 12,399
- 3Y Return
- 14.55%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 12,399
- 3Y Return
- 14.55%
- Edelweiss Recently Listed IPO Fund - Dir Growth
- ₹ 100
- ₹ 960
- 13.85%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 960
- 3Y Return
- 13.85%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 960
- 3Y Return
- 13.85%
Closed NFO
-
09 Jul 2024
Launch Date
23 Jul 2024
Closed Date
-
26 Apr 2024
Launch Date
10 May 2024
Closed Date
Frequently Asked Questions
There are primarily two types of Edelweiss Mutual Funds. The first is the Edelweiss Bluechip Fund, which aims to generate steady returns for its investors. This fund allocates its investment across multiple asset classes. It invests 80% in equity and 20% in debt. The second type is the Edelweiss Large Cap Fund invested in large-cap stocks. This fund is more volatile and, thus, is a better option for investors with higher risk tolerance.
You can start investing in an Edelweiss mutual fund SIP from an amount as small as INR 500.
With 5Paisa, you can easily invest in Edelweiss Mutual Fund and other investment options at the ZERO commission. Be it shares, mutual funds, or other investment options. You can do it all on the 5paisa platform and get benefits like professional management, SIP option, and flexibility to choose from a wider range of products.
Yes. Investing in Edelweiss Long Term Equity Fund (Tax Saving) can help you get deductions and exemptions under Section 80C of the Income Tax Act, 1961. This is because Edelweiss Long Term Equity Fund (Tax Saving) is an ELSS fund and allows you to get up to INR 1.5 lakh tax deductions annually.
The Edelweiss Mutual Fund is a great way to invest your money. Mutual funds enable investors to systematically plan their investment in a particular sector, thematic scheme, or index, thereby gaining more promising returns. All Edelweiss Mutual Funds are backed by strong research and have a particular goal for investors, which makes it easier to diversify their investments and create a healthy portfolio.
Yes, you can easily increase the SIP amount at any time. To do so, go to the SIP section and select the Edelweiss Mutual Fund SIP that you want to increase/revise the amount for. Once you have selected the Edelweiss Mutual Fund SIP of your choice, choose the EDIT SIP option and update the amount, frequency and instalment date per your preference.
You don’t necessarily have to open a DEMAT account to buy Edelweiss Mutual Funds or invest in any mutual funds. You can download the 5Paisa App and start investing in the mutual fund of your choice just by completing your KYC. The DEMAT is required if you also want to invest in stocks, which can be easily done on the 5Paisa platform.
You can redeem your Edelweiss Mutual Fund investment online or offline by visiting the nearest fund house and submitting the redemption form. For online investors, you can either log in to your Edelweiss Mutual Fund account or go to the 5paisa portal and redeem your investments.