Edelweiss Mutual Fund

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

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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

This company offers various investment products in both equity and debt markets. The company is known for its strong expertise in structured product offerings, such as equity exchange-traded funds, commodity and currency funds, and structured managed equity schemes.

The company competes with the likes of ICICI Prudential Mutual Fund, HDFC Mutual Fund, SBI Mutual Fund, and Reliance Mutual Fund. It also has a partnership with HDFC Securities, one of the largest public-sector brokerage houses in India. It is currently India’s sixth-largest fund management company with over 2,500 employees and $8.5 billion in capital under management.

Edelweiss Asset Management Ltd. is a fully owned Edelweiss Financial Services Limited subsidiary. The company provides servicing, management, and distribution services to mutual funds of Edelweiss Mutual Fund. As of 31 March 2018, it managed a portfolio worth 14.4 billion US dollars. Puja Exim Pvt. Ltd. is one of the main shareholders of the company.

Mutual Fund Key Information

  • Mutual Fund
  • Edelweiss Mutual Fund
  • Incorporation Date
  • 23 Aug 2007
  • Sponsor
  • Edelweiss Financial Services Limited
  • Trustee
  • Edelweiss Trusteeship Company Limited (ETCL)
  • Chairman
  • NA
  • CEO / MD
  • Ms Radhika Gupta
  • CIO
  • Mr Dhawal Dalal (D), Mr Harshad Patwardhan (E)
  • Compliance Officer
  • Ms Aparna Karmase
  • Investor Service Officer
  • NA
  • Assets Managed
  • Rs. 25763.49 crores (Mar-31-2021)
  • Auditors
  • M/s N.M. Raiji & Co. for Mutual Fund, M/s Premal H. Gandhi & Co. – For AMC
  • Address
  • Motilal Oswal Tower, 10th Floor, Opp Parel S.T. Depot, Prabhadevi, Mumbai – 400025

Edelweiss Mutual Fund Managers

Harshad Patwardhan - Equity Research

Mr Harshad Patwardhan, who is a “people person,” has been at Edelweiss for over 15 years in equity research and investment management. He is enthusiastic about people and the markets, coupled with a pragmatic approach to investments. He is a good performer on the Street.

Dhawal Dalal - Fund Manager

Mr Dhawal Dalal has gained a lot of fame over the years as a fund manager at Edelweiss Mutual Fund. He joined the industry in 2012 and has been the top fund manager for 2015 and 2016! His expertise and knowledge in the financial industry have made him a prodigy and top fund manager.

Nalin Moniz - Fund Manager

Nalin Moniz, the fund manager of Edelweiss Mutual Fund, is one of the few money managers who have beat Sensex consistently. Recently, he announced his top 5 stock picks for this quarter. They are Bharti Infratel, RIL, Sun Pharma, Hero MotoCorp, and Cipla.

All of these stocks, he says, are likely to perform well – possibly in a big way. There are two reasons why he likes these stocks. One is that they have been consistent performers over the long term. The other is that they have had a positive run recently. He thinks the market is likely to continue to go up in the short term and hopes to see a big gain by the end of the year.

Pranav Parikh - Fund Manager

Mr Pranav Parikh is a top fund manager at Edelweiss Mutual Fund. He is a top-rated mutual fund manager in the country. He is well known for his expertise in the debt market. He is always actively diversifying the portfolio. His performance has been very consistent in the last five years. He is one of the most hands-on fund managers in the mutual fund industry. He often takes decisions based on his analysis, and he devotes a lot of time to his research.

Gautam Kaul - Small and Mid-cap equity fund - Fund Manager

Mr Gautam Kaul is a top-fund manager at Edelweiss Mutual Fund. He has been part of the Edelweiss AMC since its inception in 2010. His day starts early, around 6 am, and he spends his time in his office in Mumbai. He is based in Mumbai and manages the fund’s portfolio. He is in charge of the Small and Mid-cap equity funds and is also the CEO of the Small and Mid-cap Funds. Learn more about his career and his team.

Nilesh Saha - Alternative Equity Scheme & Catalyst Opportunities Fund - Fund Manager

Mr Nilesh Saha is the Fund Manager at Edelweiss AMC, managing Edelweiss Alternative Equity Scheme and the Edelweiss Catalyst Opportunities Fund. Before working with Edelweiss, he was the Summer Analyst at Goldman Sachs and shortly made a name for himself thanks to his expertise in long-term investing and fundamental short selling.

Mr Saha has a Tech from BITS Pilani and completed his CFA certification in 2018.

Harsh Kothari - Fund Manager

Bringing 8+ years of experience in the financial domain, Mr Harsh Kothari is the Fund manager at Edelweiss Mutual funds, primarily overseeing the Edelweiss Long Term Equity Fund and Edelweiss Tax Advantage Fund, among others.

Before joining Edelweiss, he worked with JP Morgan Asset Management as the Research Analyst and Senior Associate at Morgan Stanley Fund Services. After his stints at these firms, he joined Edelweiss as the Research Analyst and was subsequently elevated to Fund Manager, overseeing strategic investments and client interactions.

Mr Kothari has an MBA in Accounting & Finance from the MET League of Colleges and has completed his BMS in International Finance from the University of Mumbai.

Pratik Dharamshi - Fund Manager

Mr Pratik Dharamshi is a fund manager at Edelweiss Mutual Funds and oversees the Edelweiss Long Term Equity Fund and the Edelweiss Tax Advantage Fund, among other schemes managed under his supervision. He has been associated with Edelweiss since 2017 and worked with JP Morgan India and Morgan Stanley Advantage Services earlier.

He has completed his MBA in finance and BMS from the University of Mumbai and has been part of the Research Analytics and Financial Management teams during this stint.

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

If you do not have one, you can easily open an all-in-one account on the platform by following a few simple steps.

The entire process will be done online, from application and KYC to confirmation, making it extremely simple and hassle-free. Once activated, you can quickly start investing in mutual funds, stocks, or other investment options on the platform.

To start investing in Edelweiss Mutual Funds on 5paids, follow the steps below:

Step 1 – Login to 5paisa. If you do not have an account, you can register and create a new one right away.

Step 2 – Once logged in to your account, you can search for the preferred Edelweiss Mutual fund scheme. Alternatively, you can view All Mutual Funds and choose Edelweiss AMC from the filter.

Step 3 – Select the Best fund according to your criteria.

Step 4 – If you wish to invest a lumpsum amount, click on “One-Time”. Alternatively, you can start an SIP by clicking on “Start SIP”.

Step 5 – Once you have made the payment, you will see the investment status in your orderbook.

And you are done! Your Edelweiss Mutual Fund Investment with 5paisa is complete, and you can enjoy the returns!

Download 5paisa App and start investing in Mutual Funds in easily.

Top 10 Edelweiss Mutual Fund to Invest

  • Fund Name
  • Min SIP Investment Amt
  • AUM (Cr.)
  • 3Y Return

Edelweiss Large Cap Fund – Direct Growth is an Large Cap scheme that was launched on 08-01-13 and is currently under the management of our experienced fund manager Bharat Lahoti. With an impressive AUM of ₹828 Crores, this scheme's latest NAV is ₹85.25 as of 12-04-24.

Edelweiss Large Cap Fund – Direct Growth scheme has delivered a return performance of 37.9% in the last 1 year, 19.6% in the last 3 years, and an 15.8% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Large Cap funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹828
  • 3Y Return
  • 37.9%

Edelweiss Large & Mid Cap Fund – Direct Growth is an Large & Mid Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Abhishek Gupta. With an impressive AUM of ₹2,848 Crores, this scheme's latest NAV is ₹86.341 as of 12-04-24.

Edelweiss Large & Mid Cap Fund – Direct Growth scheme has delivered a return performance of 46.6% in the last 1 year, 21.9% in the last 3 years, and an 17.2% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Large & Mid Cap funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹2,848
  • 3Y Return
  • 46.6%

Edelweiss Flexi Cap Fund – Dir Growth is an Flexi Cap scheme that was launched on 03-02-15 and is currently under the management of our experienced fund manager Trideep Bhattacharya. With an impressive AUM of ₹1,690 Crores, this scheme's latest NAV is ₹37.472 as of 12-04-24.

Edelweiss Flexi Cap Fund – Dir Growth scheme has delivered a return performance of 46.3% in the last 1 year, 22.7% in the last 3 years, and an 15.5% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Flexi Cap funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹1,690
  • 3Y Return
  • 46.3%

Edelweiss Small Cap Fund – Direct Growth is an Small Cap scheme that was launched on 07-02-19 and is currently under the management of our experienced fund manager Sahil Shah. With an impressive AUM of ₹3,134 Crores, this scheme's latest NAV is ₹41 as of 12-04-24.

Edelweiss Small Cap Fund – Direct Growth scheme has delivered a return performance of 54.2% in the last 1 year, 30.2% in the last 3 years, and an 31.4% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Small Cap funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹3,134
  • 3Y Return
  • 54.2%

Edelweiss ELSS Tax Saver Fund – Direct Growth is an ELSS scheme that was launched on 28-01-13 and is currently under the management of our experienced fund manager Trideep Bhattacharya. With an impressive AUM of ₹329 Crores, this scheme's latest NAV is ₹111.81 as of 12-04-24.

Edelweiss ELSS Tax Saver Fund – Direct Growth scheme has delivered a return performance of 40% in the last 1 year, 19.8% in the last 3 years, and an 15.8% since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in ELSS funds.

  • Min SIP Investment Amt
  • ₹500
  • AUM (Cr.)
  • ₹329
  • 3Y Return
  • 40%

Edelweiss Liquid Fund – Direct Growth is an Liquid scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Rahul Dedhia. With an impressive AUM of ₹5,416 Crores, this scheme's latest NAV is ₹3127.8182 as of 12-04-24.

Edelweiss Liquid Fund – Direct Growth scheme has delivered a return performance of 7.3% in the last 1 year, 5.5% in the last 3 years, and an 6.8% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Liquid funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹5,416
  • 3Y Return
  • 7.3%

Edelweiss Banking & Psu Debt Fund-Dir Growth is an Banking and PSU scheme that was launched on 13-09-13 and is currently under the management of our experienced fund manager Dhawal Dalal. With an impressive AUM of ₹291 Crores, this scheme's latest NAV is ₹22.9638 as of 12-04-24.

Edelweiss Banking & Psu Debt Fund-Dir Growth scheme has delivered a return performance of 7% in the last 1 year, 5.4% in the last 3 years, and an 8.2% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Banking and PSU funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹291
  • 3Y Return
  • 7%

Edelweiss Aggressive Hybrid Fund – Direct Growth is an Aggressive Hybrid scheme that was launched on 08-01-13 and is currently under the management of our experienced fund manager Bharat Lahoti. With an impressive AUM of ₹1,440 Crores, this scheme's latest NAV is ₹61.69 as of 12-04-24.

Edelweiss Aggressive Hybrid Fund – Direct Growth scheme has delivered a return performance of 37.4% in the last 1 year, 21.6% in the last 3 years, and an 14.9% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Aggressive Hybrid funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹1,440
  • 3Y Return
  • 37.4%

Edelweiss Govt Securities Fund – Dir Growth is an Gilt scheme that was launched on 13-02-14 and is currently under the management of our experienced fund manager Dhawal Dalal. With an impressive AUM of ₹139 Crores, this scheme's latest NAV is ₹23.4398 as of 12-04-24.

Edelweiss Govt Securities Fund – Dir Growth scheme has delivered a return performance of 7.9% in the last 1 year, 5.8% in the last 3 years, and an 8.8% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Gilt funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹139
  • 3Y Return
  • 7.9%

Edelweiss Mid Cap Fund – Direct Growth is an Mid Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Trideep Bhattacharya. With an impressive AUM of ₹5,114 Crores, this scheme's latest NAV is ₹91.858 as of 12-04-24.

Edelweiss Mid Cap Fund – Direct Growth scheme has delivered a return performance of 58.6% in the last 1 year, 27.7% in the last 3 years, and an 22.6% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹5,114
  • 3Y Return
  • 58.6%

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Frequently Asked Questions

What Are the Different Types of Edelweiss Mutual Fund?

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.

 

What minimum amount is required to invest in Edelweiss Mutual Funds?

You can start investing in an Edelweiss mutual fund SIP from an amount as small as INR 500.

Why should I invest in Edelweiss mutual funds with 5Paisa?

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.

Does investment in Edelweiss Mutual Funds offer any tax benefits?

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. 

Which Is the Best Edelweiss Mutual Fund?

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.

Can you increase the SIP amount for Edelweiss mutual fund?

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.

Do I need a DEMAT account for investing in Edelweiss mutual funds?

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.

How can I redeem my Edelweiss Mutual Fund investments? 

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. 

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