With an AUM of Rs 128,758 crores, Edelweiss Mutual Funds offers 55 schemes across different categories including 17 equity, 28 debt, and 4 hybrid mutual funds. Know the EDELWEISS MF scheme details, historical returns, compare and invest in Best Edelweiss Mutual Fundss. Invest in mutual fund schemes that suit your investment objectives, risk level, and fund options.
Edelweiss Asset Management Limited
₹ 128,758 Crores
30 April 2008
23 August 2007
Edelweiss Financial Services Limited
Mr. Dhawal Dalal (D), Mr. Harshad Patwardhan (E)
MD & CEO
Ms. Radhika Gupta
Edelweiss Trusteeship Company Limited (ETCL)
Edelweiss House Office, C.S.T. Road, kalina Mumbai- 400098
|Fund name||AUM||NAV||3Y Returns|
|BHARAT Bond FOF April 2031 fund (G)||₹4348.55 Cr||₹11.46||-|
|BHARAT Bond ETF FOF April 2032 (G)||₹4068.93 Cr||₹10.79||-|
|BHARAT Bond FOF April 2030 fund (G)||₹6480.99 Cr||₹12.85||6.4%|
|Edelweiss Balanced Advantage Fund (G)||₹8756.15 Cr||₹38.08||17.4%|
|Edelweiss Recently Listed IPO Fund (G)||₹826.36 Cr||₹17.65||24.8%|
|Edelweiss Arbitrage Fund (G)||₹4316.85 Cr||₹16.71||4.1%|
|Edelweiss Europe Dynamic Equity Offshore Fund (G)||₹85.06 Cr||₹16.05||14.8%|
|Edelweiss Mid Cap Fund (G)||₹2613.70 Cr||₹55.92||34.8%|
|Edelweiss Flexi Cap Fund (G)||₹1074.38 Cr||₹24.49||26.8%|
|Edelweiss Greater China Equity Off shore Fund (G)||₹1927.04 Cr||₹35.64||0.8%|
|Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50 50 Index Fund 2026 (G)||₹10251.01 Cr||₹11.21||-|
|Edelweiss Small Cap Fund (G)||₹1499.54 Cr||₹27.18||41.9%|
|Edelweiss Aggressive Hybrid A fund (G)||₹496.26 Cr||₹42.62||22.9%|
|Edelweiss Equity Savings Fund (G)||₹253.42 Cr||₹19.54||11%|
|Edelweiss Banking and PSU Debt Fund (G)||₹360.95 Cr||₹21.23||5.6%|
|Edelweiss Large & Mid Fund (G)||₹1739.47 Cr||₹56.01||27.2%|
|Edelweiss Long Term Equity fund (G)||₹216.71 Cr||₹74.87||24.7%|
|Edelweiss Large Cap Fund (G)||₹407.27 Cr||₹59.14||24.9%|
|Edelweiss ASEAN Equity Off Shore Fund (G)||₹69.77 Cr||₹24.34||10.2%|
|Edelweiss Government Securities Fund (G)||₹131.01 Cr||₹21.08||5.3%|
Know the latest NAV, Asset Under Management, and 3-year Return of Best Edelweiss Mutual Funds. Invest in Scripbox Recommended High Return Mutual Funds Best Suited According To Your Investment Objectives.
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.
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:
You can upload clear colour scanned copies of your KYC documents during the registration itself. Or,
If you are an existing Scripbox user, you can message on Scripbox’s WhatsApp number +91-8884448026 or email your KYC documents to email@example.com.
The following steps will guide you to download the Edelweiss mutual fund investment statement using the Scripbox App:
The excel statement includes the following details:
|Fund Manager Name||Type Of Fund||Number of Schemes|
Explore: Top Fund Managers
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 –
Mr Jain is the Fund Manager- Equity at Edelweiss Asset Management Company. He has been associated with the Company since January 2008. He possesses an 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 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 a 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 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 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 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.
Mr Dalal is the Chief Investment Officer – Fixed Income at Edelweiss Asset Management Company. He has more than 20 years of experience. He joined the company in 2016. Mr Dalal has been responsible for the overall growth of the fixed income assets through a healthy mix of retail and institutional clients. He was previously associated with DSP Black Rock Investment Managers Private Limited. Furthermore, Mr Dalal holds an MBA degree from University of Dallas (USA).
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 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.
Edelweiss Asset Management Company manages a total AUM of Rs.46,844.09 crore invested in over 37 schemes. 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. The AMC offers various products in order to help their investor achieve a financial goal. They rely on innovation and do not follow the conventional ways of investing. They however provide tech-friendly experience to its investors.
A best Edelweiss mutual fund may vary from one investor to another. Edelweiss mutual fund has 37 funds catering to multiple investor needs. Therefore, one must understand their investment purpose, risk, and align it with the fund’s objectives and risk level to find the best fit.
One can invest in Edelweiss Mutual Fund online directly through Scripbox. Alternatively, they can invest in EselweissMutual Fund through the fund houses’ website. Moreover, they can also invest in Edelweiss Mutual Fund through any other online platform or mobile application.
A SIP can be stopped online by directly going to the Edelweiss mutual fund website and logging in with a folio number or any online portal where the investment has been started.
To withdraw money from Edelweiss Mutual Fund, one can visit the nearest Edelweiss Mutual Fund office and submit a form. Alternatively, they can visit the Edelweiss Mutual Fund website and redeem the investment by logging in with the folio number. They can also withdraw their Edelweiss Mutual Fund investments from any online portal where they first invested.