In 2008, SEBI registered Edelweiss Mutual Fund, which began operations in 2009. One of India's youngest mutual fund houses. Edelweiss Asset Management Ltd., is a part of India's Edelweiss Group, manages the fund house. It's 100% owned by listed Edelweiss Financial Services. The company bought Forefront Capital and JP Morgan AMC's India businesses in 2014 and 2016. It launched the first passive debt fund in India (Bharat Bond ETF). As of August 2024, its AUM is Rs 1,64,571 crores.
About 54 mutual funds are offered by Edelweiss. These include 24 equity, 5 hybrid, 22 debt, and 13 others. The AMC introduced MSCI, the world's largest index provider, to India first. As of Mar 2024, Edelweiss Mutual Fund held 2.36% of industry AUM. In April 2024, Edelweiss MF had 11.9 lakh investor accounts.
How to Invest in Edelweiss Mutual Fund on Swaraj Finpro.
Investing in Edelweiss Mutual Fund online is a convenient process and you can do so by following the few simple steps mentioned below:
Step 1. Log-in to your Swaraj Finpro account or register if you don’t have one.
Step 2. Upload your identity proof documents (Aadhaar, Voter ID, PAN, Passport, Driving License, Central or State Government ID card, etc.)
Step 3. Upload your proof of address documents (any identity proof documents with your permanent address, etc.)
Step 4. Select the investment period of your preference.
Step 5. Choose your risk appetite - low, mid, or high.
Step 6. Choose your preferred Edelweiss Mutual Fund.
Step 7. Click on “Invest One Time” if you want to invest a lump sum amount or “Start SIP” if you want to invest via SIP.
The Edelweiss Mutual Fund
in India you have invested in will show in your Swaraj Finpro account within 3 to 4 working days.
Lets have a closer look
Now let us jump and check about these top 15 mutual fund schemes.
Fund Performance: The Edelweiss Nifty Next 50 Index Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Edelweiss Nifty Next 50 Index Fund Fund comes under the Equity category of Edelweiss Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Edelweiss Nifty Next 50 Index Fund via lump sum is ₹ 100 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty Next 50 Index subject to tracking errors.
Scheme Manager: Bhavesh Jain.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 51.5
1 Y Return (%)
: 67.71
Risko-Meter : Very High
Fund Performance: The Edelweiss Nifty Midcap150 Momentum 50 Index Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Edelweiss Nifty Midcap150 Momentum 50 Index Fund Fund comes under the Equity category of Edelweiss Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Edelweiss Nifty Midcap150 Momentum 50 Index Fund via lump sum is ₹ 100 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty Midcap150 Momentum 50 Index subject to tracking errors.
Scheme Manager: Bhavesh Jain, Bharat Lahoti.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 456.11
1 Y Return (%)
: 65.26
Risko-Meter : Very High
Fund Performance: The Edelweiss Mid Cap Fund Fund has given 28.08% annualized returns in the past three years and 31.75% in the last 5 years and 20.91% in the last 10 years. The Edelweiss Mid Cap Fund Fund comes under the Equity category of Edelweiss Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Edelweiss Mid Cap Fund via lump sum is ₹ 100 and via SIP is ₹ 500.
Scheme Objective: The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities focused on smaller companies.
Scheme Manager: Trideep Bhattacharya.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 6621.38
1 Y Return (%)
: 60.00
Risko-Meter : Very High
Fund Performance: The Edelweiss Nifty Smallcap 250 Index Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Edelweiss Nifty Smallcap 250 Index Fund Fund comes under the Equity category of Edelweiss Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Edelweiss Nifty Smallcap 250 Index Fund via lump sum is ₹ 100 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty Smallcap 250 Index subject to tracking errors.
Scheme Manager: Bhavesh Jain.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 64.85
1 Y Return (%)
: 55.45
Risko-Meter : Very High
Fund Performance: The Edelweiss Flexi Cap Fund Fund has given 21.39% annualized returns in the past three years and 22.57% in the last 5 years and 0.00% in the last 10 years. The Edelweiss Flexi Cap Fund Fund comes under the Equity category of Edelweiss Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Edelweiss Flexi Cap Fund via lump sum is ₹ 100 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to generate long term capital appreciation, from a diversified portfolio that is substantially constituted of equity and equity related securities of companies with focus on riding economic cycles through dynamic allocation between various sectors and stocks at different stages of economic activity.
Edelweiss Mutual Fund
