|
Fund Name
|
Ratings
 |
Risk
|
3Y Returns
|
AUM
|
|
|---|---|---|---|---|---|
|
Edelweiss Business Cycle Fund Direct IDCW Payout
|
0% |
₹.00 cr. |
|||
|
Edelweiss Business Cycle Fund Direct IDCW Reinvestment
|
0% |
₹.00 cr. |
|||
|
Edelweiss Business Cycle Fund Direct Growth
|
0% |
₹.00 cr. |
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.
| 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 Trideep Bhattarcharya (Equity) and Mr Dhawala Dalal (Debt) |
| Compliance Officer | Mr Jehzeel Master |
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:
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.
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:
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
| Name of the Fund | Sub Category | AUM (₹in crore) | Minimum Investment (₹) | CAGR 3Y (%) | CAGR 5Y (%) |
| Edelweiss Small Cap Fund | Small Cap Fund | 2360.59 | 100 | 38.93 | – |
| Edelweiss Mid Cap Fund | Mid Cap Fund | 3665.95 | 1000 | 32.75 | 21.79 |
| Edelweiss Large & Mid Cap Fund | Large & Mid Cap Fund | 2197.45 | 1000 | 26.46 | 17.7 |
| Edelweiss Flexi Cap Fund | Flexi Cap Fund | 1294.8 | 500 | 25.72 | 16 |
| Edelweiss Recently Listed IPO Fund | Thematic Fund | 952.98 | 1000 | 25.4 | 20.19 |
| Edelweiss Aggressive Hybrid Fund | Aggressive Hybrid Fund | 822.9 | 5000 | 24.5 | 15.86 |
| Edelweiss Long Term Equity Fund (Tax Savings) | Equity Linked Savings Scheme (ELSS) | 256.29 | 500 | 23.66 | 15.01 |
| Edelweiss Large Cap Fund | Large Cap Fund | 530.97 | 500 | 23.08 | 15.14 |
| Edelweiss Balanced Advantage Fund | Dynamic Asset Allocation Fund | 9394.73 | 500 | 16.58 | 13.64 |
| Edelweiss US Value Equity Offshore Fund | FoFs (Overseas) | 93.48 | 100 | 16.08 | 9.73 |
**All data as of October 4, 2023.
Selection Criteria: The funds chosen have demonstrated the highest Compound Annual Growth Rate (CAGR) over the past 3 years.
This fund falls under the Small Cap category and manages assets totaling ₹2,360.59 crores. With an expense ratio of 0.44%, it seeks to achieve consistent growth. Over the past 3 years, it has delivered a compound annual growth rate (CAGR) of 38.93%. Investors can get started with a minimum investment of ₹100. This fund primarily invests in small-cap stocks, which are companies with smaller market cap.
Categorised as a Mid Cap Fund, this fund manages ₹3,665.95 crore in assets, with an expense ratio of 0.45%. It aims for steady returns and has delivered a 32.75% CAGR over the past 3 years. The minimum investment amount for this fund is ₹1,000. It primarily invests in mid-cap stocks, representing companies with moderate market cap.
This fund belongs to the Large & Mid Cap category and oversees an AUM of ₹2,197.45 crore. It has an expense ratio of 0.5% and has generated a 26.46% CAGR in the last 3 years. Investors can initiate their investment with a minimum of ₹1,000. The fund primarily invests in a mix of large-cap and mid-cap stocks.
Categorised as a Flexi Cap Fund, this scheme manages ₹1,294.8 crore in assets and carries an expense ratio of 0.49%. It has delivered a 25.72% CAGR over the past 3 years and requires a minimum investment of ₹500. This fund provides flexibility by investing across various market cap based on market conditions.
This Thematic Fund oversees an AUM of ₹952.98 crore and has an expense ratio of 0.89%. It has delivered a 25.4% CAGR over the past 3 years. The minimum investment amount for this fund is ₹1,000. It primarily focuses on recently listed initial public offerings (IPOs) and their performance.
Categorised as an Aggressive Hybrid Fund, this scheme manages ₹822.9 crore in assets and has an expense ratio of 0.57%. It has provided a 24.5% CAGR in the last 3 years. Investors can begin with a minimum investment of ₹5,000. This fund offers a blend of equity and debt instruments to balance risk and return.
This Equity Linked Savings Scheme (ELSS) holds an AUM of ₹256.29 crore and carries an expense ratio of 0.69%. It has delivered a 23.66% CAGR over 3 years and allows investors to save on taxes. The minimum investment required is ₹500. This fund primarily invests in equities with a lock-in period for tax-saving purposes.
Belonging to the Large Cap category, this fund manages ₹530.97 crore in assets and has an expense ratio of 0.83%. It has provided a 23.08% CAGR over the past 3 years. The minimum investment amount is ₹500. The fund primarily focuses on large-cap stocks.
This Dynamic Asset Allocation Fund oversees ₹9394.73 crore in assets and carries an expense ratio of 0.49%. It has delivered a 16.58% CAGR over the past 3 years. The minimum investment amount is ₹500. This fund dynamically adjusts its asset allocation based on market conditions.
Categorised as a FoFs (Overseas), this fund manages ₹93.48 crore in assets and has an expense ratio of 1.41%. It has provided a 16.08% CAGR in the last 3 years. The minimum investment required is ₹100. This fund primarily invests in overseas assets, focusing on U.S. equities.
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