Edelweiss Mutual Fund

About Edelweiss Mutual Funds

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

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. 
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:

1. Search for the fund you want to invest in from funds listed by Angel across categories.
2. 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.
3. Evaluate the fund’s level of risk and weigh it against your risk tolerance.
4. Check the fund’s ratings given by reputed rating agencies. Generally, the ratings range from 1 to 5.
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.

1. Decide whether you want to invest in a lump sum or via monthly SIP.
2. 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
3. After placing the order, in the case of the SIP route of investment, you can create a mandate to make hassle-free future instalments.

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. 

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:

1. PAN Card Details (Mandatory)
2. Personal Information (Full Name, Mobile Number, Email Address)
3. Address Proof - Aadhar Card is the recommended choice, including both the front and back sides.
4. Bank Account Details, with a cancelled cheque if required.
5. 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

Note: The data above is as of Feb 18, 2026, and is sorted and ranked as per the 3yr CAGR.

Edelweiss Gold and Silver ETF FoF

Edelweiss Mutual Fund’s Edelweiss Gold and Silver ETF FoF aims to generate returns by investing in exchange-traded funds that track gold and silver prices, thereby offering investors exposure to precious metals without directly holding them. The fund falls under the Fund of Funds – Gold category. The scheme is managed by Bhavesh Jain and Bharat Lahoti.

Edelweiss US Technology Equity FOF

The Edelweiss US Technology Equity FOF seeks to provide long-term capital appreciation by investing in overseas funds that focus on technology and innovation-driven companies in the United States. It is classified under Fund of Funds – Overseas category. The fund is managed by Bhavesh Jain and Bharat Lahoti.

Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund aims to achieve long-term capital growth by investing primarily in mid-cap companies with strong growth potential. It is categorised as a Mid Cap Fund. The fund is managed by Trideep Bhattacharya, Dhruv Bhatia and Raj Koradia.

Edelweiss Nifty Midcap150 Momentum 50 Index Fund

This fund aims to replicate the performance of the Nifty Midcap150 Momentum 50 Index by investing in stocks that exhibit strong momentum characteristics. Classified as an Index Fund, it provides passive exposure to momentum-based mid-cap stocks. The scheme is managed by Bhavesh Jain and Bharat Lahoti.

Edelweiss Europe Dynamic Equity Off-shore Fund

The fund seeks long-term capital appreciation through investments in European equity markets via overseas feeder funds. It falls under the Fund of Funds – Overseas category and provides geographical diversification opportunities. Bhavesh Jain and Bharat Lahoti are the fund managers.

Edelweiss Nifty Next 50 Index Fund

Edelweiss Nifty Next 50 Index Fund aims to mirror the performance of the Nifty Next 50 Index by investing in its constituent companies. Classified as an Index Fund, it provides exposure to large emerging companies poised to enter the Nifty 50 index. The fund is managed by Bhavesh Jain.

Edelweiss Small Cap Fund

The Edelweiss Small Cap Fund seeks long-term capital appreciation by investing primarily in small-cap companies with high growth potential. It falls under the Small Cap Fund category. The fund is managed by Dhruv Bhatia, Trideep Bhattacharya and Raj Koradia.

Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund

This scheme aims to replicate the performance of the MSCI India Domestic & World Healthcare 45 Index by investing in healthcare sector companies across India and global markets. Categorised as an Index Fund, it offers sector-specific exposure to healthcare businesses. Bhavesh Jain and Amit Vora are the fund managers.

Edelweiss Flexi Cap Fund

Edelweiss Flexi Cap Fund seeks to achieve capital appreciation through investments across large-cap, mid-cap, and small-cap stocks, depending on market opportunities. As a Flexi Cap Fund, it provides flexibility in allocation across market capitalisations. The fund is managed by Trideep Bhattacharya, Ashwani Agarwalla and Raj Koradia.

Edelweiss Nifty Smallcap 250 Index Fund

This fund aims to track the performance of the Nifty Smallcap 250 Index by investing in constituent small-cap companies. Classified as an Index Fund, it provides passive exposure to small-cap growth opportunities. The scheme is managed by Bhavesh Jain.