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edelweiss mutual fund

Edelweiss Mutual Funds

With an AUM of Rs 49,192 crores, Edelweiss Mutual Funds offers 41 schemes across different categories including 33 equity, 97 debt, and 24 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.

41

Schemes

₹ 49,193 Cr

Total AUM

  • Overview
  • All Schemes
  • Equity Funds
  • Debt Funds
  • Tax Saver
  • Hybrid
  • ISIN

Edelweiss Mutual Fund Details

Name

Edelweiss Asset Management Limited

AUM

₹ 49,192 Crores

Founded

30 April 2008

Incorporation Date

23 August 2007

Sponsor

Edelweiss Financial Services Limited

CIO

Mr. Dhawal Dalal (D), Mr. Harshad Patwardhan (E)

MD & CEO

Ms. Radhika Gupta

Contact Number

022-40933400

Email Id

emfhelp@edelweissfin.com

Website

www.edelweissmf.com

Trustee

Edelweiss Trusteeship Company Limited (ETCL)

Office Address

Edelweiss House Office, C.S.T. Road, kalina Mumbai- 400098

Best Edelweiss Mutual Fund Schemes to Invest in May 2022

Fund nameAUMNAV3Y Returns
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Edelweiss Greater China Equity Off shore Fund (G)
₹1590.99 Cr₹36.3213.3%
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Edelweiss Mid Cap Fund (G)
₹1958.70 Cr₹45.7920%
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Edelweiss Balanced Advantage Fund (G)
₹8007.76 Cr₹33.9412.4%
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Edelweiss Emerging Markets Opportunities Equity Offshore fund (G)
₹118.41 Cr₹13.354%
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Edelweiss Large & Mid Fund (G)
₹1284.78 Cr₹47.4414.5%
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Edelweiss Aggressive Hybrid B fund (G)
₹204.97 Cr₹35.9612.5%
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Edelweiss Arbitrage Fund (G)
₹6838.44 Cr₹15.814.5%
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Edelweiss Overnight Fund (G)
₹662.19 Cr₹1106.15-
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Edelweiss US Technology Equity Fund of Fund (G)
₹1712.21 Cr₹12.67-
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Edelweiss Aggressive Hybrid A fund (G)
₹204.97 Cr₹36.4312.5%
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Edelweiss Government Securities Fund (G)
₹109.01 Cr₹19.667.9%
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Edelweiss Banking and PSU Debt Fund (G)
₹411.86 Cr₹19.587.8%
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Edelweiss Flexi Cap Fund (G)
₹925.87 Cr₹20.6711.5%
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Edelweiss Money Market Fund Institutional (G)
₹342.42 Cr₹20.085.6%
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Edelweiss Money Market Fund (G)
₹342.42 Cr₹23.465.6%
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Edelweiss Small Cap Fund (G)
₹1169.32 Cr₹22.2125.3%
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Edelweiss Long Term Equity fund (G)
₹191.61 Cr₹64.0210.5%
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Edelweiss ASEAN Equity Off Shore Fund (G)
₹65.20 Cr₹22.854.6%
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Edelweiss Equity Savings Fund (G)
₹324.47 Cr₹17.898.5%
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Edelweiss Europe Dynamic Equity Offshore Fund (G)
₹117.59 Cr₹13.889.6%

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.

Top Edelweiss Mutual Fund Managers

Bharat Lahoti

Fund Manager

Bhavesh Jain

Fund Manager

Sahil Shah

Fund Manager

Trideep Bhattacharya

Fund Manager

Gautam Kaul

Fund Manager

Rahul Dedhia

Fund Manager

Abhishek Gupta

Fund Manager

Dhawal Dalal

Fund Manager

Pranavi Kulkarni

Fund Manager

Harsh Kothari

Fund Manager

How to Invest in Edelweiss Mutual Funds?

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.

  • 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 the Mutual Funds Scheme, pick any of the options best suited to your financial goal. Click on “Continue” to proceed with Mutual Fund Investment
  • 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.
  • 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.
  • 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.

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

How to Download Edelweiss Mutual Fund Investment Statement? 

The following steps will guide you to download the Edelweiss mutual fund investment statement using the Scripbox App:

  • Download and login to the Scripbox App
  • In the bottom menu, select the ‘Profile’
  • Next, select the ‘Investment History’
  • Click on ‘Email Me’. You will receive an email on the registered email id, with a link to download your Scripbox Investment History.
  • Click on the link to download the statement in excel format. 

The excel statement includes the following details:

  1. Orders Tab: This section includes the following details, folio number, investor name, fund name, amount invested, units allocated, NAV, STT and purpose.
  2. Current Holding Tab: This section includes the following information, fund name, number of units, current value of the investment, folio number and purpose.

Top Fund Managers of Edelweiss Mutual Fund

Explore: Top Fund Managers

Fund Manager NameType Of FundNumber of Schemes
Harshad PatwardhanEquity12
Bhavesh JainEquity18
Bharat LahotiEquity14
Hardik VarmaEquity14
Harsh KothariEquity2
Pratik DharmshiEquity2
Gautam KaulDebt16
Rahul DedhiaDebt2
Dhawal DalalDebt13

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 –

  1. Edelweiss Large and Mid Cap Fund
  2. 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 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. 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 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. 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.

Mr. Dhawal Dalal

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. 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.

Frequently Asked Questions

Is Edelweiss Mutual Fund good?

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.

Which is the best Edelweiss Mutual Fund?

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.

How can I start SIP in Edelweiss Mutual Funds Online?

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.

How to stop SIP in Edelweiss Mutual Fund online?

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.

How to withdraw Edelweiss Mutual Fund investment?

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.

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