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
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
Top 10 Edelweiss Mutual Fund to Invest
- Fund Name
- Min SIP Investment Amt
- AUM (Cr.)
- 3Y Return
Edelweiss Large Cap Fund 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 ₹429 Crores, this scheme's latest NAV is ₹65.88 as of 02-06-23.
Edelweiss Large Cap Fund scheme has delivered a return performance of 17.3% in the last 1 year, 25.1% in the last 3 years, and an 14.3% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Large Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹429
- 3Y Return
- 17.3%
Edelweiss Large & Mid Cap Fund 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 ₹1,822 Crores, this scheme's latest NAV is ₹64.073 as of 02-06-23.
Edelweiss Large & Mid Cap Fund scheme has delivered a return performance of 16.1% in the last 1 year, 28.3% in the last 3 years, and an 15.4% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Large & Mid Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹1,822
- 3Y Return
- 16.1%
Edelweiss Flexi Cap Fund 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 ₹1,117 Crores, this scheme's latest NAV is ₹27.465 as of 02-06-23.
Edelweiss Flexi Cap Fund scheme has delivered a return performance of 17% in the last 1 year, 27.8% in the last 3 years, and an 12.9% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Flexi Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹1,117
- 3Y Return
- 17%
Edelweiss Small Cap Fund 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 ₹1,615 Crores, this scheme's latest NAV is ₹29.452 as of 02-06-23.
Edelweiss Small Cap Fund scheme has delivered a return performance of 21.6% in the last 1 year, 43.5% in the last 3 years, and an 28.4% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Small Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹1,615
- 3Y Return
- 21.6%
Edelweiss Long Term Equity Fund 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 ₹225 Crores, this scheme's latest NAV is ₹85.69 as of 02-06-23.
Edelweiss Long Term Equity Fund scheme has delivered a return performance of 15.4% in the last 1 year, 25.5% in the last 3 years, and an 14.2% 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.)
- ₹225
- 3Y Return
- 15.4%
Edelweiss Liquid Fund 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 ₹1,388 Crores, this scheme's latest NAV is ₹2941.2408 as of 04-06-23.
Edelweiss Liquid Fund scheme has delivered a return performance of 6.3% in the last 1 year, 4.4% in the last 3 years, and an 6.7% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Liquid funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹1,388
- 3Y Return
- 6.3%
Edelweiss Banking & Psu Debt Fund 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 ₹364 Crores, this scheme's latest NAV is ₹21.8847 as of 02-06-23.
Edelweiss Banking & Psu Debt Fund scheme has delivered a return performance of 8.8% in the last 1 year, 6% in the last 3 years, and an 8.4% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Banking and PSU funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹364
- 3Y Return
- 8.8%
Edelweiss Aggressive Hybrid Fund 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 ₹538 Crores, this scheme's latest NAV is ₹47.51 as of 02-06-23.
Edelweiss Aggressive Hybrid Fund scheme has delivered a return performance of 16.9% in the last 1 year, 24.2% in the last 3 years, and an 13.3% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Aggressive Hybrid funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹538
- 3Y Return
- 16.9%
Edelweiss Govt Securities Fund 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 ₹133 Crores, this scheme's latest NAV is ₹22.1386 as of 02-06-23.
Edelweiss Govt Securities Fund scheme has delivered a return performance of 8.2% in the last 1 year, 6% in the last 3 years, and an 8.9% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Gilt funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹133
- 3Y Return
- 8.2%
Edelweiss Mid Cap Fund 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 ₹2,787 Crores, this scheme's latest NAV is ₹63.737 as of 02-06-23.
Edelweiss Mid Cap Fund scheme has delivered a return performance of 20.5% in the last 1 year, 36.1% in the last 3 years, and an 20.4% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹2,787
- 3Y Return
- 20.5%
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.