Edelweiss Mutual Fund

Name: Edelweiss Mutual Fund Schemes
Creator: 5paisa

AMC AGE 18 years
AMC AUM (In Cr) ₹ 1,37,821.19
Number of Schemes 57

Edelweiss Mutual Fund is part of Edelweiss Group and is known for its solutions-oriented approach - spanning active equity, fixed income, passive strategies and target-maturity or asset-allocation products. The AMC has built a presence in both retail and institutional segments by focusing on transparent processes and innovative product structures.

Edelweiss Mutual Fund schemes include diversified equity funds, factor-oriented strategies, debt funds and multi-asset solutions. Investors searching for the best Edelweiss Mutual Fund options should focus on suitability to risk profile and horizon rather than short-term Edelweiss Mutual Fund returns alone. On 5paisa, you can study scheme characteristics, compare categories and learn how to invest in Edelweiss Mutual Fund without paperwork.

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List of Edelweiss Mutual Funds Schemes

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Search Result - 57 Mutual Funds

Fund Name	Fund Size (Cr.)	3Y Returns	5Y Returns	Invest Now
Edelweiss Gold and Silver ETF Fund of Fund-Dir Growth Other FoFs Domestic	2,889	37.93%	-	Invest
Edelweiss US Technology Equity Fund Of Fund-DirGrowth Other FoFs Overseas	4,656	28.59%	16.40%	Invest
Edelweiss Emerging Markets Opportunities Equity Offshore Fund-Dir Growth Other FoFs Overseas	259	26.86%	10.94%	Invest
Edelweiss Europe Dynamic Equity Offshore - Dir Growth Other FoFs Overseas	262	23.79%	16.52%	Invest
Edelweiss Mid Cap Fund - Direct Growth Equity Mid Cap Fund	17,748	23.67%	19.74%	Invest
Edelweiss Greater China Equity Off-Shore Fund-Dir Growth Other FoFs Overseas	3,104	21.57%	4.06%	Invest
Edelweiss MSCI I D & W H 45 Index Fund-DirGrowth Other Index Fund	189	20.38%	13.75%	Invest
Edelweiss US Value Equity Offshore Fund - Dir Growth Other FoFs Overseas	233	19.37%	15.15%	Invest
Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth Other Index Fund	1,723	18.40%	-	Invest
Edelweiss Nifty Next 50 Index Fund-Dir Growth Other Index Fund	276	18.32%	-	Invest

Fund Name	1Y Returns	Rating	Fund Size (Cr.)
Edelweiss Gold and Silver ETF Fund of Fund-Dir Growth Other FoFs Domestic	37.93% Fund Size (Cr.) - 2,889 Invest
Edelweiss US Technology Equity Fund Of Fund-DirGrowth Other FoFs Overseas	28.59% Fund Size (Cr.) - 4,656 Invest
Edelweiss Emerging Markets Opportunities Equity Offshore Fund-Dir Growth Other FoFs Overseas	26.86% Fund Size (Cr.) - 259 Invest
Edelweiss Europe Dynamic Equity Offshore - Dir Growth Other FoFs Overseas	23.79% Fund Size (Cr.) - 262 Invest
Edelweiss Mid Cap Fund - Direct Growth Equity Mid Cap Fund	23.67% Fund Size (Cr.) - 17,748 Invest
Edelweiss Greater China Equity Off-Shore Fund-Dir Growth Other FoFs Overseas	21.57% Fund Size (Cr.) - 3,104 Invest
Edelweiss MSCI I D & W H 45 Index Fund-DirGrowth Other Index Fund	20.38% Fund Size (Cr.) - 189 Invest
Edelweiss US Value Equity Offshore Fund - Dir Growth Other FoFs Overseas	19.37% Fund Size (Cr.) - 233 Invest
Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth Other Index Fund	18.40% Fund Size (Cr.) - 1,723 Invest
Edelweiss Nifty Next 50 Index Fund-Dir Growth Other Index Fund	18.32% Fund Size (Cr.) - 276 Invest

Key Information about Edelweiss Mutual Fund

Name of the Mutual Fund
Edelweiss Mutual Fund

Date of Incorporation
23 August 2007

Setup Date
30 April 2008

Sponsor Name
Edelweiss Financial Services Limited

Trustee Name
EDELWEISS TRUSTEESHIP COMPANY LIMITED

Managing Director
Ms. Radhika Gupta

Compliance Officer
Mr. Jehzeel Master

Chief Investment Officer
NA

Investment Service Officer
Mr. Abdulla Chaudhari (Head – Investor Services and R&T Operations

Auditor
M/s Nangia & Co LLP (Edelweiss AMC & Trustee Company), M/s Walker Chandiok & Co LLP (Mutual Fund Schemes)

Custodian
NA

Registrars
KFin Technologies Limited

Address (Head Office)
Edelweiss House Off. C.S.T Road, Kalina

Telephone No
+91 22 40979737

Fax No
+91 22 40979737

Edelweiss Mutual Fund Managers

Dhruv Bhatia

He has over 12 years of experience in Equity Markets. His association with Edelweiss Asset Management Limited commenced in October 2024. Prior to joining Edelweiss, he has been associated with companies like Bank of India Investment Managers Pvt. Ltd ; AUM Fund Advisors LLP; etc.

Trideep Bhattacharya

Mr. Trideep Bhattacharya has over 14 years' experience as a Portfolio Manager and Research Analyst. Prior to joining Edelweiss, he has worked as Senior Portfolio Manager - Alternate Equities with Axis Asset Management Company Limited, Head of Research with Motilal Oswal Securities Limited and Portfolio Manager with State Street Global Advisors and UBS Global Asset Management Limited.

Raj Koradia

Prior to joining Edelweiss Mutual Fund, he has worked with First Voyager Advisors, Optimum Infosystem Private Limited, Morgan Stanley and Edelweiss Securities

Ashwani Agarwalla

Mr. Ashwani Agarwalla has completed his MBA in Finance and also completed CFA and has around 17 years' of experience as a Research Analyst - Equity Investments. He got associated with Edelweiss in June 2022. Prior to joining Edelweiss, he was Research Analyst - Equity Investments with JM Financial Services PMS since August 2021 to May 2022 and prior to that he was Senior Research Analyst Equity Investments and Co-Fund Manager (Offshore and Overseas) with Baroda Mutual Fund since June 2012 to August 2021

Sumanta Khan

He has over 18 years' of experience in Equity Markets. He got associated with Edelweiss in March 2024. Prior to Joining Edelweiss, he was a Fund Manager - Equity with Reliance Nippon Life Insurance from January 2021 to February 2024 and prior to that he was associated with ICICI Prudential Life Insurance from June 2013 to December 2020 as a Fund Manager - Equity and from March 2008 to May 2013 as an Equity Analyst.

Bharat Lahoti

He has an overall work experience of 9 years in the research function of organizations in the financial services sector and he was associated with D.E Shaw India Software Pvt.Ltd. as a Senior Manager - Fundamental Research

Rahul Dedhia

He has over 10 years of experience in fixed income market including 6 years in the mutual fund industry. Prior to joining Edelweiss AMC, he was associated as Assistant Fund Manager with DHFL Pramerica Mutual Fund from March 2016 to October 2017 and with Deutsche Asset Management (India) Pvt. Ltd from July 2014 to March 2016.

Bhavesh Jain

Mr. Bhavesh Jain is a MMS and has more than 16 years of work experience. Prior to joining Edelweiss Asset Management Ltd., he was associated with Edelweiss Securities Limited as SGX Nifty Arbitrage trader.

Pranavi Kulkarni

Ms. Pranavi Kulkarni is a Master of Business Administration and a Bachelor of Engineering from Mumbai. She has an overall experience of 14 years as a Credit Analyst. Prior to joining the AMC, she was associated with CRISIL Limited and Yes Bank wherein she covered large corporates.

Amit Vora

Mr. Amit Vora, is a Bachelor of Commerce from the University of Mumbai and has more than 19 years of experience in the financial services sector as a Trader. Prior to joining Edelweiss Asset Management Limited he was associated with Antique Stock Broking Ltd., D. E. Shaw India Securities Pvt. Ltd., Derivium Tradition Securities India Pvt. Ltd and Tower Capital and Securities Pvt. Ltd.

Hetul Raval

Mr. Hetul Raval has completed his MMS in Finance. His prior associations have been with A. K. Capital Finance Ltd., A.K. Stockmart Pvt. Ltd. and Kotak Mahindra Bank Ltd. where he was responsible for dealing activities in the debt segment.

Dhawal Dalal

He has an overall work experience of 20 years mostly in the investment management function. Mr. Dhawal has joined Edelweiss AMC as Chief Investment Officer - Fixed Income in October 2016 and a key personnel. Prior to joining Edelweiss AMC, he was associated with DSP BlackRock Investment Managers Pvt. Ltd as Executive Vice President and Head of Fixed Income from January 2012 to July 2016, as Sr. Vice President and Head of Fixed Income schemes from January 2006 to December 2011 and as Asst. Vice President for fixed income products from May 1998 to December 2005. Prior to that he was associated with Merrill Lynch Investment Managers as Assistant Portfolio Manager, from August 1996 to April 1998.

How to Invest in Edelweiss Mutual Fund?

5paisa provides a unified platform to invest in Edelweiss Mutual Fund schemes across categories in a few clicks.

Steps to invest

1. Log in to your 5paisa account, or sign up with your mobile number and email ID if you are new.

2. Complete KYC formalities by providing PAN, ID proof and address proof.

3. Decide on your investment goals—such as long-term growth, income or asset diversification—and shortlist Edelweiss Mutual Fund schemes that match.

4. Filter schemes by type (equity, debt, hybrid, passive) and risk level.

5. Open the scheme page on 5paisa, read the scheme objective and strategy description.

6. Choose SIP or lump sum mode, input investment amount and proceed to payment.

7. Confirm the transaction and complete mandate authorisation.

Your Edelweiss Mutual Fund units will show up in the 5paisa mutual funds section for ongoing tracking.

How to Invest in Edelweiss Mutual Fund ?