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.

Top 10 Edelweiss Mutual Fund Schemes –

Fund Name
Category
Risk
1Y Returns
Rating
Fund Size (in Cr)
Edelweiss Small Cap Fund – Direct Growth Equity Very High 6.72 4 1,116
Edelweiss Mid Cap Fund – Direct Growth Equity Very High 2.08 4 1,918
Edelweiss Recently Listed IPO Fund – Dir Growth Equity Very High -5.33 - 982
Edelweiss Large & Mid Cap Fund – Direct Growth Equity Very High 1.24 5 1,293
Edelweiss GCE Off-Shore Fund – Direct Growth Other Very High -29.42 - 1,653
Edelweiss FMP – Series 55 Growth Debt Moderate 11.18 - 104
Edelweiss US Value Equity Offshore Fund – Dir Growth Other Very High 0.43 - 79
Edelweiss Balanced Advantage Fund – Dir Growth Hybrid Very High 2.19 5 8,046
Edelweiss Aggressive Hybrid Fund – Direct Growth Hybrid Very High 5.55 - 228
Edelweiss Flexi Cap Fund – Dir Growth Equity Very High 1.31 3 912
Edelweiss Long Term Equity Fund (TS) – Direct Growth Equity Very High 1.36 3 187
Edelweiss Large Cap Fund – Direct Growth Equity Very High 0.19 4 325
Edelweiss Equity Savings Fund-Dir (B) Hybrid Very High 3.00 - 321
Edelweiss Equity Savings Fund-Dir Growth Hybrid Very High 3.01 5 321
Edelweiss Europe Dynamic Equity Offshore – Dir Growth Other Very High -14.24 - 111
Edelweiss Banking & Psu Debt Fund-Dir Growth Debt Moderate 1.99 3 407
Edelweiss Govt Securities Fund – Dir Growth Debt Moderately High 2.34 5 107
Edelweiss Money Market Fund – Direct Growth Debt Moderately Low 3.46 5 315
Edelweiss Arbitrage Fund – Direct Growth Hybrid Low 4.47 5 7,134
Edelweiss Liquid Fund – Direct (Bonus) Debt Moderately Low 3.65 - 1,488
Edelweiss Liquid Fund – Direct Growth Debt Moderately Low 3.65 5 1,488
Edelweiss EMO Equity Offshore Fund – Direct Growth Other Very High -26.01 - 122
Edelweiss ASEAN Equity Off-Shore Fund – Direct Growth Other Very High -1.85 - 63
Edelweiss US Technology Equity Fund Of Fund-DirGrowth Other Very High -33.51 - 1,582
Edelweiss Large & Midcap Index Fund – Dir Growth Other Very High - - 50
Edelweiss Overnight Fund – Direct Growth Debt Low 3.43 3 978
BHARAT Bond ETF FOF – April 2032 – Direct Growth Other Moderately High - - 857
BHARAT Bond FOF – April 2025 – Direct Growth Other Moderate 2.05 2 3,988
BHARAT Bond FOF – April 2031 – Direct Growth Other Moderate 0.99 - 2,090
Edelweiss MSCI I D & W H 45 Index Fund-DirGrowth Other Very High -7.81 - 157
BHARAT Bond FOF – April 2023 – Direct Growth Other Moderate 3.60 3 1,641
BHARAT Bond FOF – April 2030 – Direct Growth Other Moderately High 1.89 - 3,290
Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund – Dir Growth Other Moderate - - 545
Edelweiss NIFTY PSU Bond + SDL IF-2027-Dir Growth Other Moderate - - 2,191
Edelweiss Nifty 50 Index Fund – Direct Growth Other Very High - - 6.12
Edelweiss Nifty 100 Quality 30 Index Fund – Direct Growth Other Very High - - 7.61
Edelweiss NIFTY PSU Bond + SDL IF-2026-Dir Growth Other Moderate 2.13 - 5,947

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.

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.

Key Information About Edelweiss Mutual Fund

Mutual Fund – Edelweiss Mutual Fund

Incorporation Date – 23 Aug 2007

Sponsor – Edelweiss Financial Services Limited

Trustee – Edelweiss Trusteeship Company Limited (ETCL)

Chairman – N.A

CEO / MD – Ms Radhika Gupta

CIO – Mr Dhawal Dalal (D), Mr Harshad Patwardhan (E)

Compliance Officer – Ms Aparna Karmase

Investor Service Officer – N.A

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

How to Invest in Edelweiss Mutual Funds on 5paisa?

You can invest in any Edelweiss Mutual fund schemes via 5paisa App & Website.

You need to have an All-in-one account with 5paisa to start your mutual fund investments. If you do not have one, open an account today! Opening All-in-one account with 5paisa is simple and hassle-free

Below are the steps to invest in Edelweiss Mutual Fund on 5paisa –

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.

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.

Edelweiss Mutual Fund  – Top Fund Managers

Mr Harshad Patwardhan

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.

Mr Dhawal Dalal

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.

Mr Nalin Moniz

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.

Mr Pranav Parikh

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.

Mr Gautam Kaul

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.

Frequently Asked Questions About Edelweiss Mutual Fund

1. What Are the Different Types of Edelweiss Mutual Fund?

There are two types of Edelweiss mutual funds. The first is the Edelweiss Bluechip Fund, whose aim is to generate steady returns. This fund is also invested across multiple asset classes. It invests 80% in equity and 20% in debt. However, a good chunk of its flow investments are in private equity. 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.

2. Which Is the Best Edelweiss Mutual Fund?

The Edelweiss Mutual Fund is a great way to invest your money.  When deciding on whether to invest in a mutual fund or an individual stock, there are several different factors you need to consider. Let’s start with why you should invest in a mutual fund. The fact that you can get a diverse range of stocks from a single investment is one of the most appealing reasons for investing in mutual funds.

The second reason is that you’re going to be diversifying your portfolio. By diversifying, you’re spreading your money across several different stocks, so you’re at a lower risk of losing a great deal of money. If you’re an experienced stock investor, then you might be asking yourself why you should be investing in mutual funds and not individual stocks.