Edelweiss Mutual Funds

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 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 help@scripbox.com.

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

Fund Manager Name	Type Of Fund	Number of Schemes
Harshad Patwardhan	Equity	12
Bhavesh Jain	Equity	18
Bharat Lahoti	Equity	14
Hardik Varma	Equity	14
Harsh Kothari	Equity	2
Pratik Dharmshi	Equity	2
Gautam Kaul	Debt	16
Rahul Dedhia	Debt	2
Dhawal Dalal	Debt	13

Explore: Top 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 –

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.

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