Edelweiss Mutual Fund
Edelweiss Asset Management Limited (EAML) operates Edelweiss Mutual Fund, which is a young and rapidly developing company in India. It is backed by Edelweiss Financial Services Limited, a reputable financial group operating in India since 1996.
During the hardest time of the global market, Edelweiss Mutual Fund started their journey in 2008 and slowly built their presence. In today’s market, they offer so many schemes that are beneficial for investors to grow their wealth safely.
Edelweiss Mutual Fund emphasizes innovation, technology and clarity in process. It has a reputation for a digitally friendly orientation that enables investors to view information with ease, monitor investments, and make intelligent decisions.
Edelweiss Asset Management has over 80 mutual fund schemes, such as equity, debt, hybrid and liquid. The AMC has a significant amount of assets under management (AUM) that is backed by qualified fund managers and an effective research team.
About the Sponsor
Edelweiss Asset Management is sponsored by Edelweiss Financial Services Limited. For the past 20 years, the group has grown its business beyond investment banking to include wealth management, insurance, asset management, and lending.
The social responsibility has also been undertaken by the company via the EdelGive Foundation, which facilitates education and livelihood programs for the underprivileged communities.
Edelweiss has been able to increase its presence with the help of strategic acquisitions, alliances and sustained attention to the provision of high-quality financial services. Edelweiss Mutual Fund has a firm background that enables it to provide stable investment solutions to the investors.
Key Information About Edelweiss Mutual Fund
Mutual Fund name | Edelweiss Mutual Fund |
Asset Management Company Name | Edelweiss Asset Management Limited |
AMC Setup Date | 30th April, 2008 |
AMC Incorporation Date | 23rd August, 2007 |
Sponsor name | Edelweiss Financial Services Limited |
Trustee Organization | Edelweiss Trusteeship Company Limited |
Name of Trustee | Ms. Kamal K |
MD and CEO | Ms. Radhika Gupta |
CIO | Mr. Trideep Bhattacharya (E) & Mr. Dhawal Dalal (D) |
Compliance Officer | Mr. Jehzeel Master |
Investor Service Officer | Mr. Abdulla Chaudhri |
Total AUM (as of end of last quarter) | Rs.86949.53 Cr |
How to Invest in Edelweiss Mutual Funds
It is easy to invest in Edelweiss Mutual Fund online. The general steps include:
Full KYC with valid ID documents: Aadhaar, PAN, passport, or driving licence.
Provide address evidence like a utility bill, rent agreement, Aadhaar, passport, etc.
Select an investment period according to your financial objectives (short, medium and long term).
Choose your risk tolerance: low, medium or high.
Select the scheme that best fits your profile.
Select a lump sum or SIP (Systematic Investment Plan).
It is fast and safe and assists investors in developing disciplined habits of investing.
Best Managers at Edelweiss Mutual Fund.
The team of fund managers in Edelweiss Mutual Fund comprises experienced fund managers, such as industry experts with equity, debt, and alternative investment backgrounds. Some of the prominent professionals are:
Mr. Harshad Patwardhan - CIO Equities.
Mr. Dhawal Dalal – CIO – Debt
Mr. Nalin Moniz, CIO – Alternative Equities.
Mr. Pranav Parikh – CIO – Private Equity.
Mr. Gautam Kaul – Fixed Income Fund Manager.
Mr. Nilesh Saha, Fund Manager, Alternative and Hybrid Strategies.
Mr. Harsh Kothari, Fund Manager, Equity.
Mr. Pratik Dharamshi – Equity Fund Manager.
With experience and a research-based approach, they combine them to create stable and growth-oriented portfolios by Edelweiss Mutual Fund.
Edelweiss Mutual Fund – Key Schemes
Fund Name | Category | Min Investment | AUM | 1Y Returns | SIP |
Edelweiss Mid Cap Direct Plan Growth | Equity | ?100 | ?12,646 Cr | 11.1% | ?100 |
Edelweiss Aggressive Hybrid Fund Direct Growth | Hybrid | ?100 | ?3316 Cr | 11.1% | ?100 |
Edelweiss Equity Savings Fund Direct Growth | Hybrid | ?100 | ?1028 Cr | 11.3% | ?100 |
Edelweiss Liquid Direct Growth | Debt | ?100 | ?10,620 Cr | 6.8% | ?100 |
Edelweiss Small Cap Fund Direct Growth | Equity | ?100 | ?5296 Cr | 4.9% | ?100 |
Edelweiss Flexi Cap Fund Direct Growth | Equity | ?100 | ?3005 Cr | 8.6% | ?100 |
Edelweiss Focused Fund Direct Growth | Equity | ?100 | ?1030 Cr | 7.6% | ?100 |
Edelweiss Large Cap Fund Direct Growth | Equity | ?100 | ?1407 Cr | 9.3% | ?100 |
Edelweiss Large & Mid Cap Direct Plan Growth | Equity | ?100 | ?4346 Cr | 8.2% | ?100 |
Edelweiss NIFTY Large Mid Cap 250 Index Fund Direct Growth | Equity | ?100 | ?311 Cr | 10.8% | ?100 |
Edelweiss ELSS Tax Saver Fund Direct Growth | Equity | ?500 | ?439 Cr | 10.7% | ?500 |
Edelweiss Nifty 100 Quality 30 Index Fund Direct Growth | Equity | ?100 | ?158 Cr | 5.1% | ?100 |
Edelweiss Balanced Advantage Fund Direct Growth | Hybrid | ?100 | ?13,238 Cr | 8.8% | ?100 |
Edelweiss Nifty 50 Index Fund Direct Growth | Equity | ?100 | ?212 Cr | 11.3% | ?100 |
Edelweiss Arbitrage Fund Direct Growth | Hybrid | ?100 | ?16,687 Cr | 7.1% | ?100 |
Conclusion
Edelweiss Fund is known for its diversified offerings, strong research and expert fund?management. It has equity, debt and hybrid schemes to?cover all levels of risk, making it a dependable and innovative offering for long-term wealth creation.
FAQs
1. Why is Edelweiss Mutual Fund a good place to invest?
Edelweiss has different schemes, specialist fund managers, effective research, and a transparent and technology-based investment process.
2. Who is eligible to invest in Edelweiss Schemes of the Mutual Fund?
Any KYC-qualified Indian investor interested in constructing disciplined wealth in either equity or debt or a combination thereof.
3. Is SIP a suitable investment for new investors?
Yes, SIP has the ability to make small, frequent investments, manage risk, and build long-term financial discipline effectively.
4. What is the best Edelweiss Mutual Fund scheme?
Choose according to your financial objectives, investment term, risk tolerance and scheme performance according to your goals.
5. Is my Edelweiss Mutual Fund investment trackable online?
Yes, investors could easily track the performance of their portfolios, transactions and statements using secure online platforms.
