Fund Name
Ratings
Ratings in Descending
Rating in Ascending
Risk
Risk in Descending
Risk in Ascending
3Y Returns
Three Years Returns in Descending
Three Years Returns in Ascending
AUM
Asset Under Management in Descending
Asset Under Management in Ascending

Edelweiss Mid Cap Fund Direct Plan IDCW Payout

Equity Mid Cap Fund

3

Very High

28.28%

₹6,624.72 cr.

Edelweiss Mid Cap Fund Direct Plan IDCW Reinvestment

Equity Mid Cap Fund

3

Very High

28.28%

₹6,624.72 cr.

Edelweiss Mid Cap Fund

Equity Mid Cap Fund

3

Very High

28.27%

₹6,624.72 cr.

Edelweiss Small Cap Fund

Equity Small Cap Fund

3

Very High

27.92%

₹3,816.30 cr.

Edelweiss Small Cap Fund Direct Plan IDCW Payout

Equity Small Cap Fund

3

Very High

27.92%

₹3,816.30 cr.

Edelweiss Small Cap Fund Direct Plan IDCW Reinvestment

Equity Small Cap Fund

3

Very High

27.92%

₹3,816.30 cr.

Edelweiss Flexi Cap Fund Direct Plan IDCW Payout

Equity Flexi Cap Fund

1.5

Very High

23.15%

₹2,139.15 cr.

Edelweiss Flexi Cap Fund Direct Plan IDCW Reinvestment

Equity Flexi Cap Fund

1.5

Very High

23.15%

₹2,139.15 cr.

Edelweiss Flexi Cap Fund

Equity Flexi Cap Fund

1.5

Very High

23.15%

₹2,139.15 cr.

Edelweiss Large and Mid Cap Fund Direct Plan IDCW Payout

Equity Large & Mid Cap Fund

2.5

Very High

22.32%

₹3,393.29 cr.

Edelweiss Large and Mid Cap Fund Direct Plan IDCW Reinvestment

Equity Large & Mid Cap Fund

2.5

Very High

22.32%

₹3,393.29 cr.

Edelweiss Large and Mid Cap Fund

Equity Large & Mid Cap Fund

2.5

Very High

22.32%

₹3,393.29 cr.

Edelweiss Aggressive Hybrid Fund

Hybrid Aggressive Hybrid Fund

3

Very High

21.94%

₹1,860.39 cr.

Edelweiss Aggressive Hybrid Fund Direct Plan IDCW Payout

Hybrid Aggressive Hybrid Fund

3

Very High

21.71%

₹1,860.39 cr.

Edelweiss Aggressive Hybrid Fund Direct Plan IDCW Reinvestment

Hybrid Aggressive Hybrid Fund

3

Very High

21.71%

₹1,860.39 cr.

Edelweiss ELSS Tax Saver Fund Direct Plan IDCW Payout

Equity ELSS

1.5

Very High

20.5%

₹380.49 cr.

Edelweiss ELSS Tax Saver Fund Direct Plan IDCW Reinvestment

Equity ELSS

1.5

Very High

20.5%

₹380.49 cr.

Edelweiss ELSS Tax Saver Fund

Equity ELSS

1.5

Very High

20.5%

₹380.49 cr.

Edelweiss Large Cap Fund Direct Plan IDCW Payout

Equity Large Cap Fund

3

Very High

20.25%

₹974.94 cr.

Edelweiss Large Cap Fund Direct Plan IDCW Reinvestment

Equity Large Cap Fund

3

Very High

20.25%

₹974.94 cr.

Edelweiss Large Cap Fund

Equity Large Cap Fund

3

Very High

20.25%

₹974.94 cr.

Edelweiss Balanced Advantage Fund Direct Plan Monthly IDCW Payout

Hybrid Dynamic Asset Allocation or Balanced Advantage

5

Very High

15.21%

₹11,720.55 cr.

Edelweiss Balanced Advantage Fund Direct Plan Monthly IDCW Reinvestment

Hybrid Dynamic Asset Allocation or Balanced Advantage

5

Very High

15.21%

₹11,720.55 cr.

Edelweiss Balanced Advantage Fund

Hybrid Dynamic Asset Allocation or Balanced Advantage

5

Very High

15.21%

₹11,720.55 cr.

Edelweiss Balanced Advantage Fund Direct Plan Quarterly IDCW Payout

Hybrid Dynamic Asset Allocation or Balanced Advantage

5

Very High

15.21%

₹11,720.55 cr.

Edelweiss Balanced Advantage Fund Direct Plan Quarterly IDCW Reinvestment

Hybrid Dynamic Asset Allocation or Balanced Advantage

5

Very High

15.21%

₹11,720.55 cr.

Edelweiss Recently Listed Ipo Fund

Equity Sectoral / Thematic

0

Very High

14.89%

₹946.31 cr.

Edelweiss Recently Listed Ipo Fund Direct Plan IDCW Payout

Equity Sectoral / Thematic

0

Very High

14.89%

₹946.31 cr.

Edelweiss Recently Listed Ipo Fund Direct Plan IDCW Reinvestment

Equity Sectoral / Thematic

0

Very High

14.89%

₹946.31 cr.

Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund

Other Index Fund

0

Very High

13.74%

₹143.18 cr.

Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund Direct Plan IDCW Payout

Other Index Fund

0

Very High

13.74%

₹143.18 cr.

Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund Direct Plan IDCW Reinvestment

Other Index Fund

0

Very High

13.74%

₹143.18 cr.

Edelweiss Equity Savings Fund Direct Plan IDCW Payout

Hybrid Equity Savings

4

Moderately High

11.15%

₹441.78 cr.

Edelweiss Equity Savings Fund Direct Plan IDCW Reinvestment

Hybrid Equity Savings

4

Moderately High

11.15%

₹441.78 cr.

Edelweiss Equity Savings Fund

Hybrid Equity Savings

4

Moderately High

11.15%

₹441.78 cr.

Edelweiss Equity Savings Fund Direct Plan Monthly IDCW Payout

Hybrid Equity Savings

0

Moderately High

11.14%

₹441.78 cr.

Edelweiss Equity Savings Fund Direct Plan Monthly IDCW Reinvestment

Hybrid Equity Savings

0

Moderately High

11.14%

₹441.78 cr.

Edelweiss US Value Equity Offshore Fund

Other FoFs Overseas

0

Very High

10.53%

₹104.32 cr.

Edelweiss US Technology Equity Fund of Fund

Other FoFs Overseas

0

Very High

10.06%

₹2,337.13 cr.

Edelweiss Europe Dynamic Equity Offshore Fund

Other FoFs Overseas

0

Very High

9.03%

₹76.25 cr.

Edelweiss Arbitrage Fund Direct Plan IDCW Payout

Hybrid Arbitrage Fund

4.5

Low

6.63%

₹11,876.18 cr.

Edelweiss Arbitrage Fund Direct Plan IDCW Reinvestment

Hybrid Arbitrage Fund

4.5

Low

6.63%

₹11,876.18 cr.

Edelweiss Arbitrage Fund Monthly Direct Plan IDCW Payout

Hybrid Arbitrage Fund

4.5

Low

6.63%

₹11,876.18 cr.

Edelweiss Arbitrage Fund Monthly Direct Plan IDCW Reinvestment

Hybrid Arbitrage Fund

4.5

Low

6.63%

₹11,876.18 cr.

Edelweiss Arbitrage Fund

Hybrid Arbitrage Fund

4.5

Low

6.63%

₹11,876.18 cr.

Edelweiss Government Securities Fund Direct Plan IDCW Payout

Debt Gilt Fund

4

Moderate

6.51%

₹155.79 cr.

Edelweiss Government Securities Fund Direct Plan IDCW Reinvestment

Debt Gilt Fund

4

Moderate

6.51%

₹155.79 cr.

Edelweiss Government Securities Fund

Debt Gilt Fund

4

Moderate

6.51%

₹155.79 cr.

Bharat Bond FoF April 2030

Other FoFs Domestic

0

Moderate

6.15%

₹6,796.31 cr.

Bharat Bond FoF April 2030 Direct Plan IDCW Payout

Other FoFs Domestic

0

Moderate

6.15%

₹6,796.31 cr.

Bharat Bond FoF April 2030 Direct Plan IDCW Reinvestment

Other FoFs Domestic

0

Moderate

6.15%

₹6,796.31 cr.

Edelweiss Liquid Fund

Debt Liquid Fund

2

Moderate

5.93%

₹5,034.14 cr.

Edelweiss Liquid Fund Direct Plan Annual IDCW Reinvestment

Debt Liquid Fund

2

Moderate

5.93%

₹5,034.14 cr.

Edelweiss Liquid Fund Direct Plan Annual IDCW Payout

Debt Liquid Fund

2

Moderate

5.93%

₹5,034.14 cr.

Edelweiss Liquid Fund Direct Plan Monthly IDCW Reinvestment

Debt Liquid Fund

2

Moderate

5.93%

₹5,034.14 cr.

Edelweiss Liquid Fund Direct Plan Monthly IDCW Payout

Debt Liquid Fund

2

Moderate

5.93%

₹5,034.14 cr.

Bharat Bond FoF April 2031 Direct Plan IDCW Payout

Other FoFs Domestic

0

Moderate

5.82%

₹4,546.63 cr.

Bharat Bond FoF April 2031 Direct Plan IDCW Reinvestment

Other FoFs Domestic

0

Moderate

5.82%

₹4,546.63 cr.

Bharat Bond FoF April 2031

Other FoFs Domestic

0

Moderate

5.82%

₹4,546.63 cr.

Edelweiss Banking and PSU Debt Fund

Debt Banking and PSU Fund

3

Moderate

5.79%

₹274.97 cr.

Edelweiss Banking and PSU Debt Fund Direct Plan IDCW Payout

Debt Banking and PSU Fund

3

Moderate

5.78%

₹274.97 cr.

Edelweiss Banking and PSU Debt Fund Direct Plan IDCW Reinvestment

Debt Banking and PSU Fund

3

Moderate

5.78%

₹274.97 cr.

Edelweiss Money Market Fund

Debt Money Market Fund

1.5

Moderately Low

5.77%

₹479.03 cr.

Edelweiss Money Market Fund Direct Plan IDCW Payout

Debt Money Market Fund

1.5

Moderately Low

5.76%

₹479.03 cr.

Edelweiss Money Market Fund Direct Plan IDCW Reinvestment

Debt Money Market Fund

1.5

Moderately Low

5.76%

₹479.03 cr.

Edelweiss Money Market Fund Direct Plan Annual IDCW Reinvestment

Debt Money Market Fund

1.5

Moderately Low

5.76%

₹479.03 cr.

Edelweiss Money Market Fund Direct Plan Annual IDCW Payout

Debt Money Market Fund

1.5

Moderately Low

5.76%

₹479.03 cr.

Edelweiss Liquid Fund Direct Plan Weekly IDCW Reinvestment

Debt Liquid Fund

2

Moderate

5.72%

₹5,034.14 cr.

Edelweiss Liquid Fund Direct Plan Weekly IDCW Payout

Debt Liquid Fund

2

Moderate

5.72%

₹5,034.14 cr.

Edelweiss Liquid Fund Direct Plan Fortnightly IDCW Reinvestment

Debt Liquid Fund

2

Moderate

5.66%

₹5,034.14 cr.

Edelweiss Liquid Fund Direct Plan Fortnightly IDCW Payout

Debt Liquid Fund

2

Moderate

5.66%

₹5,034.14 cr.

Edelweiss Government Securities Fund Direct Plan Monthly IDCW Reinvestment

Debt Gilt Fund

4

Moderate

5.66%

₹155.79 cr.

Edelweiss Government Securities Fund Direct Plan Monthly IDCW Payout

Debt Gilt Fund

4

Moderate

5.66%

₹155.79 cr.

Edelweiss Nifty PSU Bond Plus SDL Apr 2026 50:50 Index Fund Direct Plan IDCW Payout

Other Index Fund

0

Moderate

5.56%

₹10,004.51 cr.

Edelweiss Nifty PSU Bond Plus SDL Apr 2026 50:50 Index Fund Direct Plan IDCW Reinvestment

Other Index Fund

0

Moderate

5.56%

₹10,004.51 cr.

Edelweiss Nifty PSU Bond Plus SDL Apr 2026 50:50 Index Fund

Other Index Fund

0

Moderate

5.56%

₹10,004.51 cr.

Edelweiss Overnight Fund Direct Plan Annual IDCW Reinvestment

Debt Overnight Fund

2.5

Low

5.46%

₹345.47 cr.

Edelweiss Overnight Fund Direct Plan Annual IDCW Payout

Debt Overnight Fund

2.5

Low

5.46%

₹345.47 cr.

Edelweiss Overnight Fund Direct Plan Monthly IDCW Reinvestment

Debt Overnight Fund

2.5

Low

5.46%

₹345.47 cr.

Edelweiss Overnight Fund Direct Plan Monthly IDCW Payout

Debt Overnight Fund

2.5

Low

5.46%

₹345.47 cr.

Edelweiss Overnight Fund

Debt Overnight Fund

2.5

Low

5.46%

₹345.47 cr.

Edelweiss Banking and PSU Debt Fund Direct Plan Weekly IDCW Reinvestment

Debt Banking and PSU Fund

3

Moderate

5.45%

₹274.97 cr.

Bharat Bond FoF April 2025

Other FoFs Domestic

0

Moderately Low

5.27%

₹4,895.26 cr.

Bharat Bond FoF April 2025 Direct Plan IDCW Payout

Other FoFs Domestic

0

Moderately Low

5.27%

₹4,895.26 cr.

Bharat Bond FoF April 2025 Direct Plan IDCW Reinvestment

Other FoFs Domestic

0

Moderately Low

5.27%

₹4,895.26 cr.

Edelweiss Banking and PSU Debt Fund Direct Plan Monthly IDCW Reinvestment

Debt Banking and PSU Fund

3

Moderate

5.23%

₹274.97 cr.

Edelweiss Banking and PSU Debt Fund Direct Plan Monthly IDCW Payout

Debt Banking and PSU Fund

3

Moderate

5.23%

₹274.97 cr.

Edelweiss Banking and PSU Debt Fund Direct Plan Fortnightly IDCW Reinvestment

Debt Banking and PSU Fund

3

Moderate

5.16%

₹274.97 cr.

Edelweiss Asean Equity Off Shore Fund

Other FoFs Overseas

0

Very High

5.03%

₹58.49 cr.

Edelweiss Government Securities Fund Direct Plan Weekly IDCW Reinvestment

Debt Gilt Fund

4

Moderate

4.67%

₹155.79 cr.

Edelweiss Crisil IBX 50:50 Gilt Plus SDL April 2037 Index Fund Direct Plan IDCW Payout

Other Index Fund

0

Moderate

0%

₹972.87 cr.

Edelweiss Crisil IBX 50:50 Gilt Plus SDL April 2037 Index Fund Direct Plan IDCW Reinvestment

Other Index Fund

0

Moderate

0%

₹972.87 cr.

Edelweiss Crisil IBX 50:50 Gilt Plus SDL June 2027 Index Fund

Other Index Fund

0

Moderate

0%

₹93.34 cr.

Edelweiss Crisil IBX 50:50 Gilt Plus SDL June 2027 Index Fund Direct Plan IDCW Payout

Other Index Fund

0

Moderate

0%

₹93.34 cr.

Edelweiss Technology Fund

Equity Sectoral / Thematic

0

Very High

0%

₹541.22 cr.

Edelweiss Crisil IBX 50:50 Gilt Plus SDL June 2027 Index Fund Direct Plan IDCW Reinvestment

Other Index Fund

0

Moderate

0%

₹93.34 cr.

Edelweiss Crisil IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund

Other Index Fund

0

Moderate

0%

₹174.47 cr.

Edelweiss Crisil IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund Direct Plan IDCW Payout

Other Index Fund

0

Moderate

0%

₹174.47 cr.

Edelweiss Crisil IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund Direct Plan IDCW Reinvestment

Other Index Fund

0

Moderate

0%

₹174.47 cr.

Edelweiss Nifty Midcap150 Momentum 50 Index Fund

Other Index Fund

0

Very High

0%

₹459.96 cr.

Edelweiss Nifty Alpha Low Volatility 30 Index Fund

Other Index Fund

0

Very High

0%

₹80.30 cr.

Edelweiss Technology Fund Direct Plan IDCW Reinvestment

Equity Sectoral / Thematic

0

Very High

0%

₹541.22 cr.

Edelweiss Multi Cap Fund Direct Plan IDCW Payout

Equity Multi Cap Fund

0

Very High

0%

₹2,127.08 cr.

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Plan IDCW Payout

Other Index Fund

0

Very High

0%

₹459.96 cr.

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Plan IDCW Reinvestment

Other Index Fund

0

Very High

0%

₹459.96 cr.

Edelweiss Nifty Next 50 Index Fund

Other Index Fund

0

Very High

0%

₹51.59 cr.

Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund

Other Index Fund

0

Moderate

0%

₹3,251.08 cr.

Edelweiss Nifty Next 50 Index Fund Direct Plan IDCW Payout

Other Index Fund

0

Very High

0%

₹51.59 cr.

Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund Direct Plan IDCW Payout

Other Index Fund

0

Moderate

0%

₹3,251.08 cr.

Edelweiss Nifty Next 50 Index Fund Direct Plan IDCW Reinvestment

Other Index Fund

0

Very High

0%

₹51.59 cr.

Edelweiss Government Securities Fund Direct Plan Fortnightly IDCW Reinvestment

Debt Gilt Fund

0

Moderate

0%

₹155.79 cr.

Edelweiss Multi Cap Fund Direct Plan IDCW Reinvestment

Equity Multi Cap Fund

0

Very High

0%

₹2,127.08 cr.

Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund Direct Plan IDCW Reinvestment

Other Index Fund

0

Moderate

0%

₹3,251.08 cr.

Edelweiss Nifty Smallcap 250 Index Fund

Other Index Fund

0

Very High

0%

₹65.11 cr.

Edelweiss Nifty 50 Index Fund

Other Index Fund

0

Very High

0%

₹73.30 cr.

Edelweiss Nifty Smallcap 250 Index Fund Direct Plan IDCW Payout

Other Index Fund

0

Very High

0%

₹65.11 cr.

Edelweiss Nifty 50 Index Fund Direct Plan IDCW Payout

Other Index Fund

0

Very High

0%

₹73.30 cr.

Edelweiss Nifty Smallcap 250 Index Fund Direct Plan IDCW Reinvestment

Other Index Fund

0

Very High

0%

₹65.11 cr.

Edelweiss Nifty 50 Index Fund Direct Plan IDCW Reinvestment

Other Index Fund

0

Very High

0%

₹73.30 cr.

Bharat Bond ETF FoF April 2033

Other FoFs Domestic

0

Moderate

0%

₹2,150.45 cr.

Edelweiss Nifty 100 Quality 30 Index Fund

Other Index Fund

0

Very High

0%

₹42.23 cr.

Edelweiss Nifty Alpha Low Volatility 30 Index Fund Direct Plan IDCW Payout Payout

Other Index Fund

0

Very High

0%

₹80.30 cr.

Bharat Bond ETF FoF April 2033 Direct Plan IDCW Payout

Other FoFs Domestic

0

Moderate

0%

₹2,150.45 cr.

Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan IDCW Payout

Other Index Fund

0

Very High

0%

₹42.23 cr.

Bharat Bond ETF FoF April 2033 Direct Plan IDCW Reinvestment

Other FoFs Domestic

0

Moderate

0%

₹2,150.45 cr.

Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan IDCW Reinvestment

Other Index Fund

0

Very High

0%

₹42.23 cr.

Edelweiss Crisil IBX 50:50 Gilt Plus SDL Short Duration Index Fund

Other Index Fund

0

Moderate

0%

₹147.60 cr.

Edelweiss Nifty Large Midcap 250 Index Fund

Other Index Fund

0

Very High

0%

₹171.82 cr.

Edelweiss Crisil IBX 50:50 Gilt Plus SDL Short Duration Index Fund Direct Plan IDCW Payout

Other Index Fund

0

Moderate

0%

₹147.60 cr.

Edelweiss Nifty Large Midcap 250 Index Fund Direct Plan Payout Payout

Other Index Fund

0

Very High

0%

₹171.82 cr.

Edelweiss Crisil IBX 50:50 Gilt Plus SDL Short Duration Index Fund Direct Plan IDCW Reinvestment

Other Index Fund

0

Moderate

0%

₹147.60 cr.

Edelweiss Nifty Large Midcap 250 Index Fund Direct Plan Reinvestment Reinvestment

Other Index Fund

0

Very High

0%

₹171.82 cr.

Edelweiss Multi Asset Allocation Fund

Hybrid Multi Asset Allocation

0

Very High

0%

₹981.16 cr.

Bharat Bond ETF FoF April 2032

Other FoFs Domestic

0

Moderate

0%

₹4,407.99 cr.

Edelweiss Multi Asset Allocation Fund Direct Plan IDCW Payout

Hybrid Multi Asset Allocation

0

Very High

0%

₹981.16 cr.

Bharat Bond ETF FoF April 2032 Direct Plan Dividend Payout

Other FoFs Domestic

0

Moderate

0%

₹4,407.99 cr.

Edelweiss Multi Asset Allocation Fund Direct Plan IDCW Reinvestment

Hybrid Multi Asset Allocation

0

Very High

0%

₹981.16 cr.

Bharat Bond ETF FoF April 2032 Direct Plan Dividend Reinvestment

Other FoFs Domestic

0

Moderate

0%

₹4,407.99 cr.

Edelweiss Crisil PSU Plus SDL 50:50 Oct 2025 Index Fund

Other Index Fund

0

Moderately Low

0%

₹855.26 cr.

Edelweiss Crisil PSU Plus SDL 50:50 Oct 2025 Index Fund Direct Plan IDCW Payout Payout

Other Index Fund

0

Moderately Low

0%

₹855.26 cr.

Edelweiss Crisil PSU Plus SDL 50:50 Oct 2025 Index Fund Direct Plan IDCW Reinvestment Reinvestment

Other Index Fund

0

Moderately Low

0%

₹855.26 cr.

Edelweiss Multi Cap Fund

Equity Multi Cap Fund

0

Very High

0%

₹2,127.08 cr.

Edelweiss Focused Fund

Equity Focused Fund

0

Very High

0%

₹863.31 cr.

Edelweiss Business Cycle Fund Direct Plan IDCW Payout

Equity Sectoral / Thematic

0

Very High

0%

₹0.00 cr.

Edelweiss Business Cycle Fund Direct Plan IDCW Reinvestment

Equity Sectoral / Thematic

0

Very High

0%

₹0.00 cr.

Edelweiss Focused Fund Direct Plan IDCW Payout

Equity Focused Fund

0

Very High

0%

₹863.31 cr.

Edelweiss Business Cycle Fund Direct Plan Growth

Equity Sectoral / Thematic

0

Very High

0%

₹0.00 cr.

Edelweiss Focused Fund Direct Plan IDCW Reinvestment

Equity Focused Fund

0

Very High

0%

₹863.31 cr.

Edelweiss Gold and Silver ETF FoF

Other FoFs Domestic

0

Very High

0%

₹98.35 cr.

Edelweiss Technology Fund Direct Plan IDCW Payout

Equity Sectoral / Thematic

0

Very High

0%

₹541.22 cr.

Edelweiss Gold and Silver ETF FoF Direct Plan IDCW Payout

Other FoFs Domestic

0

Very High

0%

₹98.35 cr.

Edelweiss Gold and Silver ETF FoF Direct Plan IDCW Reinvestment

Other FoFs Domestic

0

Very High

0%

₹98.35 cr.

Edelweiss Nifty Alpha Low Volatility 30 Index Fund Direct Plan IDCW Reinvestment Reinvestment

Other Index Fund

0

Very High

0%

₹80.30 cr.

Edelweiss Crisil IBX 50:50 Gilt Plus SDL April 2037 Index Fund

Other Index Fund

0

Moderate

0%

₹972.87 cr.

Edelweiss Emerging Markets Opportunities Equity Offshore Fund

Other FoFs Overseas

0

Very High

-3.11%

₹111.23 cr.

Edelweiss Greater China Equity Off Shore Fund

Other FoFs Overseas

0

Very High

-13.19%

₹1,300.97 cr.

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

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

Edelweiss Mutual Fund Managers

BJ

Bhavesh Jain

Fund Manager since Jul 2024 (0 month)

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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.

BL

Bharat Lahoti

Fund Manager since Sep 2017 (6 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.

RD

Rahul Dedhia

Fund Manager since Jul 2019 (5 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.

DD

Dhawal Dalal

Fund Manager since Aug 2017 (6 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.

TB

Trideep Bhattacharya

Fund Manager since Oct 2023 (9 months)

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Mr. Bhattacharya is the Chief Investment Officer at Edelweiss Asset Management Ltd. Before that, he had worked with Axis Mutual Fund, State Street Global Advisors, UBS Global Asset Management and Kotak Securities. He has a B.tech. in Electrical Engineering from IIT Kharagpur and an MBA in Finance from S.P.Jain Institute of Management and Research, alongside a CFA degree.

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Abhishek Gupta

Fund Manager since Dec 2021 (2 years)

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Mr. Gupta has a B. Com. and a PGDM (Finance). He is currently an Equity Manager at Edelweiss Financial Services Limited.

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Ashwani Agarwalla

Fund Manager since Apr 2019 (5 years)

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Sumanta Khan

Fund Manager since Aug 2017 (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:

  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.

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

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.

Edelweiss Small Cap Fund

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.

Edelweiss Mid Cap Fund

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.

Edelweiss Large & Mid Cap Fund

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.

Edelweiss Flexi Cap Fund

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.

Edelweiss Recently Listed IPO Fund

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.

Edelweiss Aggressive Hybrid Fund

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.

Edelweiss Long Term Equity Fund (Tax Savings)

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.

Edelweiss Large Cap Fund

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.

Edelweiss Balanced Advantage Fund

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.

Edelweiss US Value Equity Offshore Fund

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.

Mutual Funds Calculators

FAQs

How to start Edelweiss Mutual Fund SIP online?

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.