delweiss Mutual Funds, steered by Edelweiss Asset Management Limited and an integral part of the Edelweiss Group, has established itself as a prominent player in India’s mutual fund arena. The journey began in 1996 with Edelweiss Financial Services marking its entry into the financial sector. It was in 2008, amid a challenging global economy, that the company ventured into mutual funds with the establishment of Edelweiss Asset Management Ltd.
Despite a slow start in a tough market, Edelweiss Mutual Funds’ innovative investment strategies and a diverse portfolio range quickly accelerated its growth. Today, it stands tall with an extensive offering of 84 funds and an impressive Assets Under Management (AUM) of Rs. 1,10,972 Crore, spread across 11 branch locations nationwide.
The firm offers a wide variety of investment options, including Equity, Debt, and Liquid funds, designed to meet the different financial goals and risk profiles of investors. What sets Edelweiss apart is its dedication to innovation and technology, making it one of the most digitally-forward investment houses in the country.
Edelweiss Financial Services Limited, the parent company, began as an investment bank specializing in mergers, acquisitions, and various advisory services. Over time, it expanded its financial services to include a wider range of products and services, encompassing both local and global markets. A notable leap was its venture into merchant banking, followed by developments in Non-banking Financial Company and Institutional Broking services. The establishment of Edelweiss Global Wealth Management in 2007 and subsequent expansion and acquisitions have further cemented its position in the financial world.
Committed to its corporate social responsibilities, Edelweiss established the EdelGive Foundation to support education and livelihood for the underprivileged. The firm’s continued growth and expansion into international markets underscore its commitment to delivering comprehensive financial solutions.
| Rank | Fund Name | Category | Investment Objective | 3-Year Return | 5-Year Return | 10-Year Return |
|---|---|---|---|---|---|---|
| 1 | Edelweiss Large Cap Fund | Large Cap | Invest in large-cap companies for capital appreciation | 14.19% | 16.42% | 14.25% |
| 2 | Edelweiss Flexi Cap Fund | Flexi Cap | Invest across market capitalizations with growth focus | 13.02% | 15.37% | 13.87% |
| 3 | Edelweiss Crushing Alpha Fund | Mid Cap | Invest in mid-cap companies with high growth potential | 24.47% | 26.12% | 20.21% |
| 4 | Edelweiss Small Cap Fund | Small Cap | Invest in small-cap companies for high potential returns | 32.58% | 34.72% | 25.54% |
| 5 | Edelweiss Banking & PSU Debt Fund | Debt (Banking & PSU) | Invest in debt instruments issued by banks & PSUs | 8.54% | 8.93% | 8.21% |
| 6 | Edelweiss Short Duration Fund | Debt (Short Term) | Invest in debt instruments with maturities up to 3 years | 6.52% | 7.28% | 6.91% |
| 7 | Edelweiss Balanced Advantage Fund | Balanced Hybrid | Dynamic asset allocation between equity & debt | 12.71% | 14.02% | 12.58% |
| 8 | Edelweiss Equity Hybrid Fund | Equity-Oriented Hybrid | Invest 65-80% in equity for long-term capital appreciation | 16.23% | 17.48% | 15.29% |
| 9 | Edelweiss MIP – Balanced Fund | Balanced Hybrid | Invest 40-60% in equity for income & capital appreciation | 9.72% | 10.35% | 9.52% |
| 10 | Edelweiss Consumption Opportunity Fund | Equity (Thematic) | Invest in companies benefiting from rising consumer spending | 52.31% | NA | NA |
| Key Information | Details |
|---|---|
| Mutual fund name | Edelweiss Mutual Fund |
| Asset management company name | Edelweiss Asset Management Limited |
| AMC Setup Date | 30 April 2008 |
| AMC Incorporation Date | 23 August 2007 |
| Sponsor name | Edelweiss Financial Services Limited |
| Trustee organisation | Edelweiss Trusteeship Company Limited |
| Name of trustees | Ms. Kamala K |
| Mr. Kedar Desai | |
| Mr. K Ramaswamy | |
| Mr. K Venugopal | |
| MD and CEO | Ms. Radhika Gupta |
| CIO | Mr. Trideep Bhattacharya (E) & Mr. Dhawal Dalal (D) |
| Compliance Officer | Mr. Jehezkel Master |
| Investor Service Officer | Mr. Abdulla Chaudhri |
| Total AUM (as of end of last quarter) | Rs. 1,10,972 Crore |
This fund aims to provide capital appreciation by predominantly investing in large-cap companies known for their stability and sustained growth potential. It’s suitable for investors seeking exposure to industry leaders.
Aiming to maximize growth, this fund has the flexibility to invest across market capitalizations, adapting to changing market conditions and capitalizing on opportunities across the spectrum.
Targeted at mid-cap segments, this fund invests in companies with high growth potential, offering investors the chance to participate in the dynamic performance of these agile market players.
Focused on small-cap companies, this fund is designed for investors looking for high potential returns and willing to accept the higher risk associated with the small-cap market.
With investments in debt instruments issued by banks and Public Sector Units (PSUs), this fund offers a conservative investment option with a focus on steady income.
By investing in debt instruments with shorter maturities, this fund aims to provide liquidity and manage interest rate risk, appealing to conservative investors looking for short-term placements.
This balanced hybrid fund dynamically allocates assets between equity and debt, aiming to balance risk and returns, making it suitable for investors looking for moderate growth with reduced volatility.
With a significant portion of the portfolio allocated to equities, this fund is oriented towards investors seeking long-term capital appreciation along with the potential for income.
This scheme is designed to generate income and capital appreciation by investing in a mix of equity and debt, targeting investors who want a balance of stability and growth.
This thematic equity fund invests in companies set to benefit from rising consumer spending, tapping into the growth of the domestic consumption story.
| Category | Fund Name | Investment Objective | 3-Year Return | 5-Year Return | 10-Year Return |
|---|---|---|---|---|---|
| Large Cap | Edelweiss Large Cap Fund | Invest in large-cap companies for capital appreciation | 14.19% | 16.42% | 14.25% |
| Edelweiss Bluechip Fund | Invest in blue-chip companies with consistent growth | 13.57% | 15.32% | 13.51% | |
| Flexi Cap | Edelweiss Flexi Cap Fund | Invest across market capitalizations with growth focus | 13.02% | 15.37% | 13.87% |
| Mid Cap | Edelweiss Crushing Alpha Fund | Invest in mid-cap companies with high growth potential | 24.47% | 26.12% | 20.21% |
| Edelweiss Mid Cap Fund | Invest in mid-cap companies for long-term capital appreciation | 23.18% | 25.02% | 19.74% | |
| Small Cap | Edelweiss Small Cap Fund | Invest in small-cap companies for high potential returns | 32.58% | 34.72% | 25.54% |
| Thematic | Edelweiss Consumption Opportunity Fund | Invest in companies benefiting from rising consumer spending | 52.31% | NA | NA |
| Category | Fund Name | Average Maturity | Risk Level | 3-Year Return | 5-Year Return |
|---|---|---|---|---|---|
| Ultra-Short Term | Edelweiss Ultra Short Term Fund | Up to 91 days | Low | 3.75% | 4.21% |
| Liquid | Edelweiss Liquid Fund | Up to 91 days | Low | 3.62% | 4.08% |
| Short Term | Edelweiss Short Duration Fund | 1-3 years | Moderate | 6.52% | 7.28% |
| Low Duration | Edelweiss Low Duration Fund | 3-5 years | Moderate | 6.74% | 7.83% |
| Income Oriented | Edelweiss Banking & PSU Debt Fund | 3-5 years | Moderate | 8.54% | 8.93% |
| Corporate Bond | Edelweiss Corporate Bond Fund | 3-5 years | High | 8.21% | 9.17% |
| Category | Fund Name | Investment Style | Equity Allocation | Risk Level | 3-Year Return | 5-Year Return |
|---|---|---|---|---|---|---|
| Balanced Advantage | Edelweiss Balanced Advantage Fund | Dynamic asset allocation | 60-80% | Moderate | 12.71% | 14.02% |
| Edelweiss MIP – Balanced Fund | Invest for income & capital appreciation | 40-60% | Moderate | 9.72% | 10.35% | |
| Equity-Oriented Hybrid | Edelweiss Equity Hybrid Fund | Long-term capital appreciation | 65-80% | Moderate | 16.23% | 17.48% |
| Debt-Oriented Hybrid | Edelweiss MIP – Low Volatility Fund | Focuses on capital preservation | 20-40% | Low | 8.52% | 9.21% |
| Edelweiss Regular Savings Fund | Generates regular income | 20-40% | Low | 7.05% | 7.74% |
With a legacy of over two decades in the industry, Mr. Dalal oversees the debt segment at Edelweiss Asset Management. Beginning his career in 1996 at Merrill Lynch, he later played a significant role at DSP BlackRock Mutual Fund, where he managed assets worth $250 billion. At Edelweiss, he brings his extensive experience to the forefront, managing 35 schemes and a substantial AUM. His expertise has been pivotal in sculpting the Edelweiss Government Securities Fund, Edelweiss Dynamic Bond, Edelweiss Banking & PSU Debt Fund, and Edelweiss Short Term Fund into robust investment vehicles. Mr. Dalal’s academic credentials include an MBA from the University of Dallas and a B.E. in Mechanical Engineering from LD College of Engineering, Ahmedabad.
A graduate of the University of Pennsylvania’s Jerome Fisher Program in Management and Technology, Mr. Moniz brings a combination of computer science and economics to his investment approach. Before joining Edelweiss, he managed portfolios at Goldman Sachs Asset Management and later founded Forefront Capital Management, a successful alternative asset management firm acquired by Edelweiss. As the CIO of Alternative Equities, he has been instrumental in innovative fund strategies and was integral to the acquisition of Ambit Capital’s AIF wing. Mr. Moniz also oversees Edelweiss’ flagship alternative equity fund, which has yielded exceptional returns and was nominated for prestigious awards.
With a career that spans two decades across the Indian and American financial landscapes, Mr. Parikh has excelled in generating positive returns even during the most challenging economic periods, including the dot-com bubble and the 2008 financial crisis. He has been a part of the Edelweiss team since 2015, spearheading the establishment of the Private Equity and Venture Capital arms. His experience in portfolio management at Q Investments and his leadership at Fountainhead Ventures showcase his profound understanding of private equity.
Mr. Kaul’s nearly two decades of experience are integral to the fixed-income strategies at Edelweiss Asset Management. An MBA from Pune University, he began his career at Mata Securities and has since been a part of Sahara India Mutual Fund, Lotus India Asset Management, Religare, and IDBI Asset Management. At Edelweiss, Mr. Kaul manages 54 schemes, including the Edelweiss Dynamic Bond Fund and Edelweiss Banking & PSU Debt Fund, reflecting his capacity to deliver solid returns in the fixed income space.
A BITS Pilani graduate, Mr. Saha is one of the younger fund managers at Edelweiss with a promising trajectory. His previous role at Goldman Sachs equipped him with a deep understanding of the alternative investment industry. He currently manages two of Edelweiss’s flagship funds, the Edelweiss Alternative Equity Fund and the Edelweiss Catalyst Opportunities Fund, and is known for his progressive investment strategies.
Mr. Kothari, an MBA in Finance and Accounting, oversees the Edelweiss Long Term Equity Fund and the Edelweiss Tax Advantage Fund. His prior roles as a Research Analyst at J.P. Morgan Asset Management and Morgan Stanley Fund Services have provided him with a rich perspective on equity markets. At Edelweiss, he’s known for his strategic investment decisions and client engagement.
Mr. Dharmshi, with an MBA and BMS from the University of Mumbai, joined Edelweiss in 2017 and has been a key figure in the fund management team. His experience at JP Morgan India and Morgan Stanley Advantage Services underpins his understanding of market dynamics. He is currently responsible for managing the Edelweiss Long Term Equity Fund and the Edelweiss Tax Advantage Fund, which have both demonstrated strong performance.
What is the performance history of Edelweiss Mutual Funds?
Edelweiss Mutual Funds have demonstrated strong performance, with their Edelweiss Mid Cap Fund delivering annualized returns of approximately 31.63% over the past 3 years and 24.5% over the past 5 years.
What is the minimum investment amount for Edelweiss Mutual Funds?
The minimum lump sum investment for Edelweiss Mid Cap Fund is ₹100, and for SIP (Systematic Investment Plan), it is also ₹100, making it accessible to a wide range of investors.
Are investments with Edelweiss Mutual Fund safe?
Yes, investing with Edelweiss is considered safe. Edelweiss is a reputable name in the Indian financial sector, and as an AMFI registered distributor, it offers mutual funds that are regulated and monitored for compliance.
How large is Edelweiss Mutual Fund?
Edelweiss Mutual Fund has an impressive AUM of Rs. 1,10,972 Crore as of the last quarter, making it one of the significant players in the Indian mutual fund market.
What types of funds does Edelweiss Mutual Fund offer?
Edelweiss Mutual Fund offers a variety of funds including Equity, Debt, and Liquid funds, catering to the diverse investment goals and risk profiles of investors.
Who is the current CEO of Edelweiss Mutual Fund?
Ms. Radhika Gupta is the Managing Director & CEO of Edelweiss Mutual Fund, bringing her vast experience and leadership to the forefront of the company’s operations.
How can I withdraw money from my Edelweiss Mutual Fund investment?
To withdraw funds, investors can log in to the Edelweiss website or mobile app, navigate to the ‘Transfer Funds’ section, select ‘Withdraw Funds’, choose the bank, and enter the amount they wish to withdraw.
\What is the investment objective of the Edelweiss Balanced Advantage Fund?
The Edelweiss Balanced Advantage Fund seeks to provide balanced returns through dynamic asset allocation between equity and debt, targeting moderate growth with reduced volatility.
Who owns Edelweiss Mutual Fund?
Edelweiss Mutual Fund is part of Edelweiss Financial Services Limited, which oversees the group’s operations and has been a prominent figure in the Indian financial sector since its inception in 1996.
Is Edelweiss Mutual Fund a suitable option for new investors?
Yes, Edelweiss Mutual Fund offers a range of products suitable for new investors, including those with smaller sums to invest, with a focus on innovative strategies and a user-friendly digital investment platform.
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