Edelweiss Mutual Fund is managed by Edelweiss Asset Management Limited. It acquired Forefront Capital in 2014, JP Morgan AMC's India business in 2016, and launched India's first corporate bond ETF in 2019. It offers India's first MSCI-indexed fund, showcasing growth and innovation in mutual fund offerings.Read More
Edelweiss Mutual Fund is one of India’s youngest and most dynamic mutual fund houses. Edelweiss Asset Management Limited manages the Edelweiss AMC. Edelweiss Mutual Fund started as a young kid on the AMC block in 2009, and after that, in the year 2014, it acquired forefront capital, India’s first domestic hedge fund.
As Edelweiss MF grew, it soon acquired JP Morgan AMC’s India business, quadrupling in size in 2016. Edelweiss Mutual Fund was also awarded the mandate for India’s first corporate bond ETF, Bharat Bond – A government of Indian initiative in the year 2019. In the year 2020, Edelweiss Mutual Fund became the first AMC to bring MSCI – the world’s leading index provider, to the Indian market. Edelweiss Mutual Fund offers about 56 schemes and has approximate assets under management (AUM) of ₹1,19,848 crores as of Feb 2023.
Edelweiss Mutual Fund Key Information
Founding date
30 April 2008
AMC Incorporation date
23 August 2007
Headquarters in
Mumbai
Name of the sponsor
Edelweiss Financial Services Limited
Trustee organisation
Edelweiss Trusteeship Company Limited.
MD and CEO
Ms Radhika Gupta
Chief Investment Officer
Mr. Dhawal Dalal (debt) Mr. Trideep Bhattacharya (equity)
Compliance Officer
Mr Jehzeel Master
Edelweiss Mutual Fund Managers
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Bhavesh Jain
Fund Manager since Sep 2024 (1 year)
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Mr. Jain studied MMS, Finance from Mumbai University. He currently works at Edelweiss AMC where he started out as an associate handling SGX Nifty and NSE Nifty arbitrage. Then he worked in dealing for equity and derivatives and now he works as a fund manager.
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Bharat Lahoti
Fund Manager since Sep 2017 (8 years)
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Mr. Lahoti has previously worked with major investment banks and asset management companies. Before joining Edelweiss Asset Management Limited, he was working with the DE Shaw Group as a senior manager. He has a Master in Management Studies (MMS) in Finance from N.L. Dalmia Institute of Management and a BE in Electronics and Telecom from Mumbai University.
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Rahul Dedhia
Fund Manager since Jul 2019 (6 years)
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Rahul Dedhia did his MBA in Finance. He worked at Alka Securities, Peerless Funds Management Company Limited, Deutsche Asset Management and DHFL Pramerica Mutual Fund before joining Edelweiss Mutual Fund.
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Dhawal Dalal
Fund Manager since Aug 2017 (8 years)
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Dhawal Dalal did his MBA in Banking, Corporate, Finance, and Securities Law from the University of Dallas. He started his career as a Research Associate at Merrill Lynch Asset Management and then worked at DSP BlackRock Mutual Fund. Currently, he is the Senior Executive Vice President & Chief Investment Officer - Fixed Income at Edelweiss Asset Management.
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Dhruv Bhatia
Fund Manager since Apr 2022 (3 years)
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Mr. Bhatia has done his PGDM (Finance) from SIES College of Management Studies as well as a Bachelors in Management Studies (Finance). Prior to joining Bank of India Mutual Fund, he worked with Sixteenth Street Capital, AUM Fund Advisors LLP and Sahara Asset Management Company.
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Ashwani Agarwalla
Fund Manager since Apr 2019 (6 years)
How to Invest in Edelweiss Mutual Fund via Angel One?
Investing in the Edelweiss MF is an easy and hassle-free process when done through your Angel One account. Just take the following steps:
Step 1: Log in to your Angel One account by entering your mobile number and validate the OTP. Next, enter your MPIN.
Note: In case you do not have an account with Angel One, you can open a Demat account with us in under a few minutes by submitting the necessary documents.
Step 2: Determine which fund is most suited based on your needs and risk profile. You can learn more about each fund on the Angel One app. Things to consider at this stage are:
Search for the fund you want to invest in from funds listed by Angel across categories.
Analyse the fund’s past performance, tax incidence, and the sectors and companies in which it invests. You can also calculate the potential returns using the calculator.
Evaluate the fund’s level of risk and weigh it against your risk tolerance.
Check the fund’s ratings given by reputed rating agencies. Generally, the ratings range from 1 to 5.
You may consider the fund’s expense ratio to get an idea about the cost of investing in it.
Step 3: Once you finalise the fund(s) you want to invest in, open your Angel One account, go to the Mutual Funds section, and look for it. Since this can be a long-term investment, be careful when choosing the fund that you would like to invest in.
Decide whether you want to invest in a lump sum or via monthly SIP.
Next, enter the amount you want to invest and choose how you want to make the payment. UPI is the preferred mode. Alternatively, you can choose net banking
After placing the order, in the case of the SIP route of investment, you can create a mandate to make hassle-free future instalments.
Documents Required To Invest in Edelweiss Mutual Fund
Investing in Edelweiss Mutual Fund through Angel One is now more convenient than ever, thanks to our hassle-free and fully digital KYC process. To begin your investment journey, you’ll need to provide the following essential documents:
PAN Card Details (Mandatory)
Personal Information (Full Name, Mobile Number, Email Address)
Address Proof – Aadhar Card is the recommended choice, including both the front and back sides.
Bank Account Details, with a cancelled cheque if required.
Nominee details and FATCA Declarations
Angel One simplifies the KYC verification process, granting you efficient access to Edelweiss Mutual Funds, whether you’re a new or returning investor. Your financial aspirations are within reach with our user-friendly platform. In just 48-72 business hours, your KYC process will be completed, allowing you to embark on your mutual fund journey seamlessly.
Top 10 Edelweiss Mutual Funds to Invest in
Scheme
Category
AUM (in ₹ Cr)
3-Yr Returns (%)
1-Yr Return (%)
Edelweiss Mid Cap Fund
Equity
8,268.27
23.72
14.69
Edelweiss US Technology Equity FOF
Equity
2,973.40
21.90
35.41
Edelweiss Small Cap Fund
Equity
4,170.69
20.07
5.67
Edelweiss Aggressive Hybrid Fund
Equity
2,353.71
17.08
10.29
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund
Equity
152.78
16.89
9.77
Edelweiss Flexi Cap Fund
Equity
2,376.12
16.85
10.28
Edelweiss Large & Mid Cap Fund
Equity
3,610.13
16.69
8.16
Edelweiss NIFTY Large Mid Cap 250 Index Fund
Equity
233.30
15.84
4.37
Edelweiss Large Cap Fund
Equity
1,108.38
14.52
5.81
Edelweiss ELSS Tax saver Fund
Equity
383.46
14.31
7.34
Note: All data is as of February 24, 2025, and the selected funds have demonstrated the highest Compound Annual Growth Rate (CAGR) over the past 3 years.
1. Edelweiss Mid Cap Fund
The Edelweiss Mid Cap Fund is an open-ended equity scheme predominantly investing in mid-cap stocks. The fund aims to achieve long-term capital appreciation by investing in a diversified portfolio of mid-cap companies.
The fund is managed by Trideep Bhattacharya, Dhruv Bhatia, and Raj Koradia and is benchmarked against the NIFTY Midcap 150 Total Return Index. The scheme applies an exit load of 1% if units are redeemed within 90 days from the date of allotment. No exit load applies thereafter.
Edelweiss US Technology Equity Fund of Fund
The Edelweiss US Technology Equity Fund of Fund is an open-ended scheme investing in the JPMorgan US Technology Fund. The fund aims to provide long-term capital growth by investing predominantly in units of the underlying fund, which focuses on technology companies in the United States.
The fund is managed by Bhavesh Jain and Bharat Lahoti and is benchmarked against the NASDAQ-100 Total Return Index. The scheme applies an exit load of 1% if units are redeemed within 365 days from the date of allotment. No exit load applies thereafter.
Edelweiss Small Cap Fund
The Edelweiss Small Cap Fund is an open-ended equity scheme predominantly investing in small-cap stocks. The fund seeks to generate long-term capital appreciation by investing in a diversified portfolio of small-cap companies.
The fund is managed by Trideep Bhattacharya, Raj Koradia, and Dhruv Bhatia and is benchmarked against the NIFTY Smallcap 250 Total Return Index. The scheme applies an exit load of 1% if units are redeemed within 90 days from the date of allotment. No exit load applies thereafter.
Edelweiss Aggressive Hybrid Fund
The Edelweiss Aggressive Hybrid Fund is an open-ended hybrid scheme investing predominantly in equity and equity-related instruments. The fund aims to generate long-term capital appreciation and current income by investing in a mix of equity and debt securities.
The fund is managed by Bharat Lahoti, Bhavesh Jain, Rahul Dedhia, and Pranavi Kulkarni and is benchmarked against the NIFTY 50 Hybrid Composite Debt 65:35 Index. The scheme applies an exit load of 1% for units in excess of 10% of the investment if redeemed within 90 days. No exit load applies thereafter.
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund
The Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund is an open-ended equity scheme replicating the MSCI India Domestic & World Healthcare 45 Index. The fund aims to provide returns before expenses that closely correspond to the total returns of the underlying index, subject to tracking errors.
The fund is managed by Bhavesh Jain and Amit Vora and is benchmarked against the MSCI India Domestic & World Healthcare 45 Index. The scheme applies an exit load of 0.10% if units are redeemed within 30 days from the date of allotment. No exit load applies thereafter.
Edelweiss Flexi Cap Fund
The Edelweiss Flexi Cap Fund is an open-ended dynamic equity scheme investing across large-cap, mid-cap, and small-cap stocks. The fund aims to provide long-term capital appreciation by dynamically allocating investments across various market capitalisations.
The fund is managed by Trideep Bhattacharya, Ashwani Agarwalla, and Raj Koradia and is benchmarked against the NIFTY 500 Total Return Index. The scheme applies an exit load of 1% if units are redeemed within 90 days from the date of allotment. No exit load applies thereafter.
Edelweiss Large & Mid Cap Fund
The Edelweiss Large & Mid Cap Fund is an open-ended equity scheme investing in both large-cap and mid-cap stocks. The fund seeks to achieve long-term capital appreciation by investing in a diversified portfolio of large and mid-cap companies.
The fund is managed by Sumanta Khan, Trideep Bhattacharya, and Raj Koradia and is benchmarked against the NIFTY LargeMidcap 250 Total Return Index. The scheme applies an exit load of 1% if units are redeemed within 90 days from the date of allotment. No exit load applies thereafter.
Edelweiss NIFTY Large Mid Cap 250 Index Fund
The Edelweiss NIFTY Large Mid Cap 250 Index Fund is an open-ended equity scheme replicating the NIFTY LargeMidcap 250 Index. The fund aims to provide returns before expenses that closely correspond to the total returns of the underlying index, subject to tracking errors.
The fund is managed by Bhavesh Jain and is benchmarked against the NIFTY LargeMidcap 250 Total Return Index. The scheme applies an exit load of 0.10% if units are redeemed within 30 days from the date of allotment. No exit load applies thereafter.
Edelweiss Large Cap Fund
The Edelweiss Large Cap Fund is an open-ended equity scheme predominantly investing in large-cap stocks. The fund aims to provide long-term capital appreciation by investing in a diversified portfolio of large-cap companies.
The fund is managed by Bharat Lahoti and Bhavesh Jain and is benchmarked against the NIFTY 100 Total Return Index. The scheme applies an exit load of 1% if units are redeemed within 90 days from the date of allotment. No exit load applies thereafter.
Edelweiss ELSS Tax Saver Fund
The Edelweiss ELSS Tax Saver Fund is an open-ended equity-linked savings scheme with a statutory lock-in of three years and tax benefits. The fund aims to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities.
The fund is managed by Ashwani Agarwalla, Trideep Bhattacharya, and Raj Koradia and is benchmarked against the NIFTY 500 Total Return Index. The scheme does not have an exit load due to the mandatory three-year lock-in period.
There are two ways to do this. For a hassle-free investing experience, you can invest in Edelweiss Asset Management Limited SIP online through the Angel One app or web platform. This will allow you to track all your investments in one place. Alternatively, you can start investing in Edelweiss Asset Management Limited SIP online through AMC’s official website.
Which scheme is the best in Edelweiss Mutual Fund?
Determining which scheme is best for the Edelweiss Mutual Fund depends on several factors. This includes the scheme's investment objective, risk level, associated costs, etc. Additionally, consider your goals, risk appetite, and investment time horizon when selecting the scheme best suited for your needs.
How to redeem Edelweiss Mutual Fund online?
There are two ways of doing this. You can initiate your redemption request by visiting Angel One web platform or app. Alternatively, you can also redeem your investments by visiting the AMC website.
Are Edelweiss Mutual Fund schemes tax-free?
Edelweiss Mutual Fund is an ELSS (Equity Linked Savings Scheme) fund from Edelweiss Asset Management Limited. This allows you to claim a tax deduction of up to ₹1.5 lakh per financial year under Section 80C of the Income Tax Act, 1961. You can deduct this from your total income.
Who owns the Edelweiss Mutual Fund?
The Edelweiss Mutual Fund is co-founded by Rashesh Shah and Venkat Ramaswamy. Its trustees company is Edelweiss Trusteeship Company Limited.
