Edelweiss Asset Management Limited Mutual Funds Investments

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We have listed various Mutual Fund schemes across different asset classes along with the necessary information to help you make an informed decision. You can filter as per the funds based on the categories of mutual funds. The screener will help you analyze the funds on parameters like fund type, AUM, minimum amount, age, and returns.

Edelweiss Mutual Fund

Edelweiss Mutual Fund is one of the most recently established funds houses in India. It is further managed by Edelweiss Asset Management Limited. Edelweiss Financial Services Ltd. is the parent company. In fact, it is the sole controller of the entire group of companies. 
Edelweiss Financial Services started its operation in India in 1996. Since then it has played a key role in the Indian Financial sector. Edelweiss Financial Services started dealing in Mutual Funds in 2008 when the economy was facing a setback.

About Edelweiss Asset Management Limited

Despite all odds, they founded the Edelweiss Asset Management Company Limited (EAMC) in August 2008. Thereafter, they launched mutual funds in the market through the company. Not to mention that due to the market conditions the mutual funds did not muster much attention.
However, in no time Edelweiss Mutual Fund picked up the pace. With their investor-friendly portfolios and high-end strategies, they started flourishing in the financial market. Edelweiss AMC now also deals with Alternative Investment. This has been their historical performance.

Presently, Edelweiss Asset Management Company manages a total AUM of Rs.11,841 invested in over 84 schemes. This all in all makes them one of the largest AMC in India. Not to mention they have about 11 distribution centres across the country.  
The main objective of EAMC is to provide a broad range of products to its investors. Above all, they strive to bring in the investor-friendly approach and create better customer support. They offer various products in order to help their investor achieve a financial goal.
Besides Edelweiss Asset Management Company is considered the only one company which focuses on digitalization. They rely on innovation and do not follow the conventional ways of investing. They However provide tech-friendly experience to its investors.

Edelweiss AMC offers products in equity, debt and liquid categories. Their vision is to become one of the most respectable fund houses across the world.

How to Invest in Edelweiss Mutual Funds via Scripbox

Investing in Edelweiss Mutual Fund Schemes online via Scripbox is an easy and convenient process. All you need to do is follow the few simple steps mentioned below:-

Step 1 - Firstly visit the Scripbox Website for a list of Investment Plans

  • On the Scripbox Homepage click on the “Let’s Get Started” button. This will unlock a list of investment options as per your life goal.
  • To start investing in Mutual Fund Scheme, pick any of the options best suited to your financial goal.
  • Click on “Continue” to proceed with Mutual Fund Investment

Step 2 – Secondly sign up to create an account

  • If you are an existing Scripbox member, Sign in with your details.
  • When you sign in, a list of different investment options will appear on your screen.
  • Scripbox allows investors to select the payment option. You can select "Every month SIP" or "One-time payment” option depending on your cash flow. The investment amount can be as per your financial goal and cash flow.
  • Click on the “See Recommended Funds" to proceed for investment.

Step 3 – Thirdly check the Plan and Fund Allocation

  • A list of mutual funds to invest in schemes and the allocated amount for the selected plan is shown on this page. Read the details before proceeding ahead.
  • If you wish to change the fund or amount, you can do that by clicking on the option, "I want to change Funds/ Amount."
  • Now click on the "Next" button to make the payment.

Step 4 –  Lastly, Bank Details and Money Transfer

Lastly, you need to enter the bank account and PAN details. Scripbox provides a secure environment for payment. A bank account is used for investing and crediting the redemption proceeds only.

KYC Required To Invest In Edelweiss Mutual Fund

KYC stands for “Know Your Customer”. It helps in identifying an investor through relevant documents. SEBI has prescribed certain guidelines for KYC. An investor has to fulfil the KYC procedure before investing in a SEBI registered mutual fund. A KYC form will include details of identity, address, financial status, occupation, and demographic information.

You can get your KYC done with Scripbox. The following KYC documents required by Resident Indians and PIO residing in India:

  • Photograph
  • Pan Card
  •  Address proof (Aadhar Card (Both Front & Back) / Driving License/ Passport/ Voter ID Card) 
  • KYC Authorisation Letter. (Please write on a paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
  • Video Selfie: Record a video by facing the camera for 5 seconds.

One can upload the clear colour scanned copies of their KYC documents during the registration itself. Or. They could share your KYC documents at help@scripbox.com or WhatsApp it to us on +91-8884448026.

Top Mutual Funds of Edelweiss Asset Management Company

The table below shows the high performing mutual funds of Edelweiss Mutual Fund:

Scheme Category  Asset Under Management (INR) 
Edelweiss Arbitrage Fund Hybrid Fund Rs 3,708cr
Edelweiss Balanced Advantage Fund Hybrid Fund Rs 1,336cr
Edelweiss Multi Cap Fund Equity Fund Rs 510cr
Edelweiss Mid Cap Fund Equity Fund Rs 826cr
Edelweiss Large and Mid Cap Fund Equity Fund Rs 464cr

 

Top Edelweiss Equity Mutual Funds

The following table shows the top Edelweiss Equity Mutual Funds :

Scheme Category Asset Under Management (INR) 
Edelweiss Large Cap Fund Equity: Large Cap Rs 177cr
Edelweiss Large and Mid Cap Fund  Equity: Large and Mid Cap Rs 464cr
Edelweiss Multi Cap Fund Equity: Multi Cap Rs 510Cr
Edelweiss Mid Cap Fund Equity: Mid Cap Rs 826cr
Edelweiss Long Term Equity Fund (Tax Saving) Equity: Tax Saving Rs 111cr
Edelweiss Small Cap Fund Equity: Small Cap Rs 449cr

 

Top Edelweiss Debt Funds

The following table shows the top performing Edelweiss Debt Funds :

Scheme Category  Asset Under Management (INR) 
Edelweiss Low Duration Fund Debt: Low Duration Rs 19.6cr
Edelweiss Short Term Fund Debt: Short Term Rs 8.03cr
Edelweiss Banking and PSU Debt Fund Debt: Banking and PSU Rs 259cr
Edelweiss Corporate Bond Fund Debt: Corporate Bond Rs 12.84cr
Edelweiss Dynamic Bond Fund Debt: Dynamic Bond Rs 50cr
Edelweiss Government Securities Fund Debt  Rs 63cr
Edelweiss Overnight Fund Debt: Overnight Fund  

 

Top Edelweiss Tax Saver Funds

The following table shows the top performing Edelweiss Tax Saver Funds :

Scheme Category AUM 
Edelweiss Long Term Equity Fund (Tax Saving) Equity: ELSS Fund Rs 111cr

 

Top Edelweiss Hybrid Funds

The following table shows the top Edelweiss Hybrid Fund :

Scheme Category AUM 
Edelweiss Equity Savings Fund Equity: Hybrid  Rs 73.1cr
Edelweiss Arbitrage Fund  Hybrid: Arbitrage Fund Rs 3,616cr
Edelweiss Balanced Advantage Fund  Hybrid: Balanced Advantage  Rs 1,337.98cr
Edelweiss Aggressive Hybrid Fund  Hybrid: Aggressive Fund Rs 12.73cr

 

Fund Managers of Edelweiss Mutual Fund

Fund Managers are professionals who manage various assets. They also help investors achieve their financial goals. They are the person who directs the fund management decisions.

Moreover, choosing an active fund manager for managing your investments is one of the most important things to do. 

Here is a list of top performing Fund Managers of  EdelweissMutual Fund. These funds managers are from Equity as well as Debt Schemes.

Equity Fund Managers

Mr Harshad Patwardhan

Mr Patwardhan is the Chief Investment Officer - Equities at Edelweiss AMC. He has an overall experience of 25 years in various capacities. Not to mention he has gained a lot of respect for his historical performance in the financial market.

Prior to joining the company, he worked at various firms. He joined JP Morgan AMC as Executive Director and Head of Equities. Later in 2016, he was elevated to the post of CIO after Edelweiss acquired schemes of JP Morgan.

He also worked at various MNC brokerage firms as a Senior Research Analyst.

Mr Patwardhan is a B.Tech graduate from IIT- Bombay. In addition, he has done his MBA in Finance from IIM-Lucknow. He has also earned his CFA degree from the CFA Institute. Above all Mr. Patwardhan heads a team of highly experienced fund managers in the equity sector. He personally manages an AUM of  Rs. 2,006cr invested in about 12 schemes. Some of the funds that he manages are -

Edelweiss Large and Mid Cap Fund

Edelweiss Multi Cap Fund and Edelweiss Midcap Fund

Mr Bhavesh Jain

Mr Jain is the Fund Manager- Equity at Edelweiss Asset Management Company. He has been associated with the Company since January 2008. He possesses overall experience of 10 years in the financial market.

Earlier, he joined Edelweiss in the low-risk trading team. This team was responsible for looking at arbitrage between SGX Nifty and NSE Nifty.

Presently, he manages several funds at Edelweiss AMC. These funds are a part of the risk Risk-Adjusted Return Strategies. In addition to this, he also manages an ETF.

Mr Jain has a masters degree in Management Studies from N.L. Dalmia Institute. In addition to this, he has also done his MBA in Finance from Mumbai University.

Mr Bharat Lahoti

Mr Lahoti is the Fund Manager - Equity at Edelweiss Asset Management Company. He has altogether about 13 years of experience in portfolio management. In addition to this, he has also gained experience in macro and sector value research.

Prior to joining Edelweiss, Mr Lahoti had worked with Marquee Investment Bank and AMC. He also worked with DE Shaw Group as Sector Manager.
Mr Lahoti has done Masters in Management Studies in Finance from N.L. Dalmia. In addition, he has also done his BE in Electronics and Telecom from Mumbai University.

Mr Hardik Varma

Mr Varma is the Fund Manager - Equity at Edelweiss Asset Management Company. He has been associated with the Company since September 2015. With about 5 years of experience in the financial market, Mr Varma holds the post of Fund Manager at Edelweiss.
At Edelweiss his role is to devise a strategy for risk-adjusted investments. Prior to joining Edelweiss, he was associated with ICICI Securities as Research Analyst.

Mr Varma completed all 3 levels of the CFA Program (US) in 2015. In addition, he has also done B.Tech in IT from Nirma University. Not to mention he is also an MBA in Finance from NHIMS.

Mr Harsh Kothari

Mr Kothari is the Fund Manager- Equity at Edelweiss Asset Management Company. He has been associated with the company since 2017. He possesses about 8 years of experience in the financial market.

Prior to joining Edelweiss AMC, he worked with JP Morgan India Pvt. Ltd. as Research Analyst. His other work experience comes from Morgan Stanley Advantage Services Pvt. Ltd. He gained experience in tracking companies across sectors.

At Edelweiss he manages funds like- Edelweiss Long Term Equity Fund and Edelweiss Tax Advantage Fund.

Mr Kothari is an MBA in Finance from R.A. Poddar College Mumbai. He has also done his Bachelor in Management Studies.

Mr Pratik Dharmshi

Mr Dharmshi is the Fund Manager - Equity at Edelweiss Asset Management Company. He has been associated with the Company since 2017. He possesses more than 9 years of experience in the financial market.

Prior to joining Edelweiss AMC, he worked with JP Morgan as Equity Value Research Analyst. In addition, he also worked with CRISIL India Ltd and Morgan Stanley Advantage Services.

At Edelweiss AMC, Mr Dharmshi manages different risks associated with investment returns.

Academically, he has done his bachelors in Commerce from the University of Mumbai. In addition, he is also a qualified Chartered Accountant from ICAI.

Debt Fund Managers

Mr Gautam Kaul

Mr Kaul is the Fund Manager - Debt at Edelweiss Asset Management Company. He has been associated with the Company since 2016. He holds more than 15 years of experience in the financial market. 

Mr Kaul earlier worked with renowned fund houses. He has work experience with Sahara, IDBI AMC and various firms. He has worked in various capacities in these firms.

Mr Kaul is an MBA in Finance from Pune University. He also has strong knowledge in the Fixed Income Schemes.

Mr Rahul Dedhia

Mr Dedhia is a Fund Manager, Debt Sector at Edelweiss Asset Management Company. He has over 9 years of experience in the financial market.

His career started with Alka Securities in the Year 2009. He had also worked with DHFL Pramerica, Deutsche Mutual Fund and Peerless Mutual Fund.

Mr Dedhia is an MBA in Finance. In addition, he has also done his Bachelor’s in Engineering.

Key Information about Edelweiss Mutual Fund Asset Management Company Limited

Mutual Fund Edelweiss Mutual Fund
Asset Management Company Edelweiss Asset Management Company Limited
Founded 30th April 2008
Incorporated  23rd August 2007
Sponsors Edelweiss Financial Services Limited 
Trustee Edelweiss Trusteeship Company Limited (ETCL)
Chairman N.A
MD/CEO Ms Radhika Gupta 
CIO Mr Dhawal Dalal (D), Mr Harshad Patwardhan (E)
Investor Service Officer Mr Mayur Jadhav
Compliance Officer Ms Vijayalaxmi Khatri
Asset Managed Rs. 12414.68 cr

 

Edelweiss Mutual Fund Contact Details

Auditors M/s Price Waterhouse, Chartered Accountants LLP (Edelweiss AMC and M/s R Batliboi & Co LLP (ETCL and Mutual Fund Schemes)
custodians NA
Registrars NA
Address Edelweiss House Office, C.S.T Road, KalinaMumbai - 400098
Telephone Nos. 022 - 40933400
Fax Nos. 022 - 40933401 
Email emfhelp@edelweissfin.com
website Edelweiss MF