Edelweiss Asset Management Limited
About Edelweiss Mutual Fund
Edelweiss is one of India’s leading financial services conglomerates, that offers a robust platform to a diversified client base across domestic and international geographies. The core of the business is customer centricity. The key lines of business revolve around being a part of customer’s financial stage, helping them create and protect their wealth.
The mutual fund product suite encompasses an entire risk return spectrum which is designed to offer the best opportunities for growth of investment in both Indian and global asset classes. The belief is to provide true to label products and solutions to the investors along with providing world class knowledge platforms for the partners and customers helping them to keep updated.
Managed by Edelweiss Asset Management Limited, it got the license to operate in mutual funds in 2008. Despite the global shutdown, they launched the Edelweiss Asset Management Limited (EAML) and launched their mutual fund products.
How to invest in Edelweiss Mutual Fund?
To invest in Edelweiss mutual fund online, all you need is a computer and internet connection. It’s a highly simplified, and quick process thanks to Mobikwik. Here’s how to begin:
- Step 1- Register for a Mobikwik account, or and log in with your existing credentials.
- Step 2- Complete your KYC process. You may be required to submit some documents for verification - such as permanent address, mobile number, etc.
- Step 3 - Select from the Edelweiss mutual fund schemes of your choice (check out the best schemes later on this page).
- Step 4 - You can invest via two plans - a lump sum amount at once, or smaller amounts at regular intervals - called a SIP (Systematic Investment Plan).
- Step 5 - Purchased units of the Edelweiss mutual fund should be available in your Mobikwik dashboard in about 3-4 working days.
Types of Edelweiss mutual fund
Edelweiss offers a number of mutual fund schemes encompassing different categories or equity, debt, bharat bonds etc. These are the few best performing mutual funds.
Edelweiss Mid Cap Fund
The Edelweiss Mid Cap Fund is an equity mutual fund scheme seeking to build a diverse portfolio of quality mid cap companies. Launched in December 2017, it has delivered a healthy 7.76% between then and 2019-20.
Edelweiss Small Cap Fund
This fund is an equity based mutual fund scheme with a high risk rating. Harshad Patwardhan is the current fund manager. A fairly young fund launched in 2019, it delivered 9.51% returns in its first year, beating its benchmark NIFTY’s returns of 4.52%.
Edelweiss Equity Savings Fund
The Edelweiss Equity Savings Fund is a hybrid mutual fund scheme, made available to investors in Oct 2014. As on Sept 2020, its NAV is about Rs 15. It is rated at moderately high risk. As of 2020, returns since launch were around 7.39%.
Edelweiss Dynamic Bond Fund
The Edelweiss Dynamic Bond Fund is a debt mutual fund scheme also launched in Sept 2020. It is rated as moderately risky, and has yielded an annualized return of 6.87% since launch, as of 2019-2020.
Edelweiss Maiden Opportunities Fund
The Edelweiss Maiden Opportunities Fund is an equity mutual fund scheme that invests in new companies, or those early in their growth trajectory. Launched in 2018, it is a moderately high risk fund that has delivered 3.54% so far.
Edelweiss Large Cap Fund
With a four-star rating, the Edelweiss Large Cap Fund is rated as moderately high risk. It was launched in 2009, and has managed to deliver returns on par with its index since then, at about 12% annualised.
Edelweiss US Value Equity Offshore Fund
This mutual fund invests largely in the JPMorgan Funds - US Value fund, and is suited for investors seeking long term growth. It is a high risk fund that, as of 2019-2020, has delivered a return of about 8% since its launch in 2013.
Edelweiss Large and Mid Cap Fund
It is an equity mutual fund scheme with a three-star rating seeking to build a portfolio of both mid-sized and large-sized companies.. It has been rated as moderately high risk, and has yielded an annual return of a little more than 9% annually since its launch in 2017.
Edelweiss Multi Cap Fund
This one is an equity mutual fund scheme with a four-star rating. Its NAV as of September 2020 hovers around Rs. 15. The fund is rated moderately high risk, and as of 2019-20, has yielded an annualized return just about 6% since its launch in Feb 2015.
Documents Required to Invest in Edelweiss Mutual Fund
To begin your Edelweiss MF online investment, you require the following documents for the successful completion of your KYC.
- Identity proof - Photo PAN Card. In case of a Non-Photo PAN Card, you can submit a copy of the PAN Card with Driving License / Passport copy / Voter ID /Bank Photo Passbook.
Proof of address
(any one of the following) -
- Aadhaar card
- Passport copy
- Voter ID
- Driving License
- Photograph (passport sized).
CEO / MD
Ms. Radhika Gupta
5th Floor, One Indiabulls Centre,Tower 1, 841,Senapati Bapat Marg
Mumbai - 400 013
Registrar & Transfer Agent
Karvy Computershare Pvt Ltd
"KARVY HOUSE",46, Avenue 4, Street No.1, Banjara Hills,
Hyderabad - 500 034
S. R. BATLIBOI & Co Express Tower, 6th Floor,Nariman Point,Mumbai
Mumbai - 400021
Total Net Assets of Edelweiss Mutual Fund as of March 2018 - 12,073cr
Edelweiss Mutual Fund - Estimated fund Flows for March 2018
Frequently Asked Questions on Edelweiss Mutual Fund
How is Edelweiss Mutual Fund?
Edelweiss MF intends to provide great opportunity for investment by building portfolios that have balanced risk and return levels. The aim is to manage better investments through a process-driven approach which has provided solutions for the investment needs of every individual or institutional investor.
How do you stop SIP in Edelweiss?
Once your financial goal is reached, the SIPs can be stopped. For this a simple process whereby the ‘cancellation form’ from the website is filled in and submitted
Is it worth investing in Edelweiss mid and small cap funds?
Mid Cap Fund: Edelweiss’s mid cap fund has surpassed the benchmark index and category averages over the past 10 years. The Edelweiss Mid Cap Fund Direct Plan has a four-star rating and as of 2020 has an AUM of about Rs 780 crores. However, there are other options from Axis, Kotak and more with lower expense ratios.
Small Cap Fund: As an investor, you may need to be ready for high volatility and have the appetite for high risk. If you are looking to boost your long-term returns where your investment time horizon is over 10 years, you may consider investing some portion in a small-cap fund/s.
What is the Edelweiss mutual fund customer care number?
- Toll Free: 1800 425 0090
- Non Toll free: +91-40-23001181