Edelweiss Mutual Funds
Edelweiss Mutual Fund, managed by Edelweiss Asset Management Limited (EAML), is a part of the diversified financial services conglomerate Edelweiss Group. The fund house is a leading player in the mutual fund industry and it offers a wide range of schemes across different categories. Edelweiss Mutual Fund was established as a trust on January 30, 2008. Edelweiss Financial Services Limited (EFSL) is its sponsor and Edelweiss Trusteeship Company Limited (ETCL) is its Trustee.
55 funds
Edelweiss US Technology Equity Fund of Fund
Equity • Global • Direct Growth3Y CAGR
31.50%
Expense ratio
1.5%
Returns vs category
Risk vs category
Edelweiss Mid Cap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
24.39%
Expense ratio
0.38%
Returns vs category
Risk vs category
Edelweiss Europe Dynamic Equity Offshore Fund
Equity • Global • Direct Growth3Y CAGR
23.61%
Expense ratio
1.52%
Returns vs category
Risk vs category
Edelweiss Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
20.68%
Expense ratio
0.43%
Returns vs category
Risk vs category
Edelweiss MSCI India Domestic & World Healthc...
Equity • Index • Direct Growth3Y CAGR
19.18%
Expense ratio
0.52%
Tracking error
Fund size
Edelweiss Flexi Cap Fund
Equity • Flexi Cap • Direct Growth3Y CAGR
19.11%
Expense ratio
0.42%
Returns vs category
Risk vs category
Edelweiss Aggressive Hybrid Fund
Hybrid • Aggressive • Direct Growth3Y CAGR
18.71%
Expense ratio
0.38%
Returns vs category
Risk vs category
Edelweiss Focused Fund
Equity • Focussed • Direct Growth3Y CAGR
18.13%
Expense ratio
0.64%
Returns vs category
Risk vs category
Edelweiss Large & Mid Cap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
18.00%
Expense ratio
0.44%
Returns vs category
Risk vs category
Edelweiss NIFTY Large Midcap 250 Index Fund
Equity • Index • Direct Growth3Y CAGR
17.11%
Expense ratio
0.3%
Tracking error
Fund size
About
AMC Summary
In FY24, Edelweiss Mutual Fund’s AUM grew by 23% from FY23 to reach Rs 1,26,227 crore. The fund has more than 15.5 lakh customers and offers equity, hybrid and debt funds. The fund house manages over 24.97 lakh registered accounts. Its AUM currently stands at Rs 1.4 lakh crore. The AMC is offering its services across 44 locations in India through more than 15,000 partners.
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited was incorporated as a private limited company in 2007. On January 18, 2008, it was transformed into a public limited company. Edelweiss Asset Management Limited is a wholly-owned subsidiary of Edelweiss Financial Services Limited. The AMC currently offers 84 mutual fund schemes across equity, mutual, hybrid, money market and sectoral schemes.
Edelweiss Mutual Fund Key Information
The following are the key details about Edelweiss Mutual Fund:
| Date of Incorporation | August 23, 2007 |
|---|---|
| Date of Set Up of Mutual Fund | April 30, 2008 |
| Headquartered in | Mumbai |
| Trustee Organisation | Edelweiss Trusteeship Company Limited (ETCL) |
| Mutual Fund Name | Edelweiss Mutual Fund |
| MD and CEO | Radhika Gupta |
| Name of Asset Management Company | Edelweiss Asset Management Limited |
| Chief Financial Officer | Amit Malpani |
How to invest in Edelweiss Mutual Funds
By following a few simple steps, you can start your investment journey with Edelweiss Mutual Fund. You can use platforms like Upstox to start your investments. Here are the steps you would have to follow:
- Create an account: You need to create an Upstox account for investing. Once you have one, you can log in to select a scheme of your choice.
- Verify your identity: For identity verification, you have to upload documents such as an Aadhaar card, PAN card, passport, driving licence, or voter ID.
- Provide address proof: Verify your address by uploading documents such as your passport or Aadhaar card.
- Choose your investment tenure: Evaluate your goals, terms and conditions of different schemes to decide the investment horizon.
- Evaluate your risk and investment objectives: Decide how much risk you are willing to take and your financial goals.
- Pick a fund: Choose a scheme that best suits your goals.
- Choose your investment mode: Choose ‘Start SIP’ to set up a Systematic Investment Plan. You can select ‘Invest One Time’ for a lump sum investment.
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Frequently Asked Questions
How can I get the Edelweiss Mutual Fund statement?
You can easily access your investment statement by visiting the Edelweiss Mutual Fund AMC website. You can download the statement for the entire financial year or a particular period for all the schemes. The statement can also be accessed through online platforms like the Upstox App. Alternatively, you can visit CAMS Online to request a consolidated statement, which will be sent to your registered email.
How to invest in Edelweiss Mutual Fund schemes?
You can create an account on any online investment platforms like the Upstox App or visit the website of Edelweiss Mutual Fund to start investing in the mutual funds offered by the AMC.
How much time does it take to redeem Edelweiss Mutual Funds?
Online mutual fund redemption via a Demat or trading account typically takes 2-3 working days. Offline redemption through an agent or distributor is processed within 4-5 days. You can redeem Edelweiss Mutual Funds by placing a request through the AMC or through the online investment platforms like the Upstox App.
How to increase SIP amount in Edelweiss Mutual Funds?
You can increase the SIP amount in Edelweiss Mutual Funds by adding more money to an existing plan or by investing in a new scheme. Edelweiss Mutual Fund offers the option to increase SIP contributions through step-up or top-up SIPs facility. But, it’s advisable to confirm with the fund house for scheme-specific details before opting for increasing the SIP amount.
How to redeem Edelweiss Mutual Funds online?
For redemption, you can log in to your account from a third-party platform or directly from the AMC’s website. To redeem Edelweiss Mutual Funds online you can also place a request after logging in to the AMC website with your folio number and password.
What are the taxation rates for returns on Edelweiss Mutual Funds?
Taxation on returns on Edelweiss Mutual Funds depends on the a particular scheme, and factors such as the duration of the investment. For equity funds, long-term capital gains (LTCG) above ₹1.25 lakh are taxed at 12.5% without indexation, and short-term capital gains (STCG) are taxed at 15%. For debt funds, LTCG is taxed at 20% with indexation, while STCG is taxed according to your income tax slab.
What are the redemption charges for Edelweiss Mutual Funds?
The redemption charges vary across schemes. You have to read the documents related to a particular scheme to know its redemption charges.
What is the best Edelweiss Mutual Fund?
Edelweiss Mutual Fund offers schemes across categories. The best Edelweiss Mutual Fund depends on your financial goal, investment horizon and risk appetite.