In Mumbai, during its annual investor meet, Edelweiss Mutual Fund announced a significant achievement.
Edelweiss Mutual Fund has reached a significant milestone, with its Assets Under Management (AUM) nearing ₹1.50 lakh crore and an expanding investor base of over 25 lakh. The announcement was made during the AMC’s 5th Annual Investor Meet held in Mumbai.
The uptick in Edelweiss Mutual Fund’s AUM reflects increasing investor confidence and the consistent performance of its diverse portfolio. The AMC currently manages more than 60 schemes, including those based on fundamental investing, factor investing, and fixed income strategies.
At the investor meet, Edelweiss Mutual Fund introduced 2 major initiatives aimed at expanding its reach and product offerings. The first is altiva SIF, a platform dedicated to Specialized Investment Funds. This platform will provide strategies across equity, hybrid, and fixed income categories. Drawing inspiration from the term “altitude,” altiva signals the brand’s aspiration to deliver an upward financial trajectory for its clients.
The AMC also unveiled a global investment approach through GIFT City IFSC. This new channel is structured to simplify offshore investing for NRIs, HNIs, and institutions under India’s Liberalised Remittance Scheme (LRS). The move positions Edelweiss Mutual Fund to tap into global capital flows while offering personalised access points to interested investors.
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The AMC’s flagship Edelweiss Midcap Fund recently crossed ₹10,000 crore in AUM. Other standout schemes like the Flexi Cap Fund, Large and Mid Cap Fund, and Aggressive Hybrid Fund have outperformed category averages based on rolling return metrics. In the arbitrage space, Edelweiss Arbitrage Fund registered an AUM of ₹13,567 crore. Furthermore, its Multi-Asset Allocation Fund crossed ₹1,693 crore in under 2 years since inception.
Edelweiss Mutual Fund’s substantial rise in AUM and ever-growing investor base highlights its commitment to robust fund management, innovative platforms, and investor-focused strategies. The AMC’s forward-looking initiatives, such as altiva SIF and the international channel through GIFT City, are expected to redefine accessibility and growth in mutual fund investing.
Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.
Mutual Fund investments are subject to market risks, read all the related documents carefully before investing.
Published on: Jun 27, 2025, 12:59 PM IST
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