Edelweiss Mutual Fund


Edelweiss Mutual Fund, established in 2008, operates under Edelweiss Asset Management Ltd., a part of Edelweiss Financial Services. With an impressive AUM of ₹1,64,689 crores as of September 2024, the fund house has secured a 2.09% share of the industry's total assets.

The company offers a diverse portfolio of 47 schemes spanning equity, debt, and hybrid funds. Its innovative approach is exemplified by the launch of Bharat Bond ETF, India's pioneering passive debt fund. Through consistent performance and strategic product offerings, Edelweiss Mutual Fund has maintained its position among India's leading fund houses, earning widespread investor confidence.
Scheme Name
Min. Invest AUM (In Cr)
41.21% ₹100 ₹2,645.38 Invest
Edelweiss Mid Cap Fund - Direct (G)
Edelweiss Mid Cap Fund - Direct (G)

Mid Cap Fund | Equity

31.13% ₹100 ₹8,666.49 Invest
26.09% ₹100 ₹1,659.13 Invest
26.03% ₹100 ₹194.87 Invest
24.11% ₹100 ₹146.72 Invest
Edelweiss Multi Cap Fund - Direct (G)
Edelweiss Multi Cap Fund - Direct (G)

Multi Cap Fund | Equity

22.19% ₹100 ₹2,628.28 Invest
Edelweiss Recently Listed IPO Fund - Dir (G)
Edelweiss Recently Listed IPO Fund - Dir (G)

Sectoral / Thematic | Equity

21.31% ₹100 ₹1,010.77 Invest
20.89% ₹100 ₹158.21 Invest
Edelweiss Flexi Cap Fund - Dir (G)
Edelweiss Flexi Cap Fund - Dir (G)

Flexi Cap Fund | Equity

20.77% ₹100 ₹2,468.59 Invest
19.56% ₹100 ₹100.44 Invest
Edelweiss Small Cap Fund - Direct (G)
Edelweiss Small Cap Fund - Direct (G)

Small Cap Fund | Equity

19.56% ₹100 ₹4,428.21 Invest
Edelweiss Large & Mid Cap Fund - Direct (G)
Edelweiss Large & Mid Cap Fund - Direct (G)

Large & Mid Cap Fund | Equity

19.52% ₹100 ₹3,796.28 Invest
19.39% ₹100 ₹96.39 Invest
Edelweiss Focused Fund - Direct (G)
Edelweiss Focused Fund - Direct (G)

Focused Fund | Equity

18.86% ₹100 ₹921.64 Invest
Edelweiss Aggressive Hybrid Fund - Direct (G)
Edelweiss Aggressive Hybrid Fund - Direct (G)

Aggressive Hybrid Fund | Hybrid

18.19% ₹100 ₹2,363.37 Invest
17.31% ₹100 ₹811.17 Invest
16.75% ₹500 ₹398.26 Invest
16.20% ₹100 ₹102.67 Invest
15.11% ₹100 ₹114.90 Invest
Edelweiss Large Cap Fund - Direct (G)
Edelweiss Large Cap Fund - Direct (G)

Large Cap Fund | Equity

13.85% ₹100 ₹1,109.74 Invest
View More

1Y returns

41.21%

Min. Invest

₹100

AUM

₹2,645.38 Cr

1Y returns

31.13%

Min. Invest

₹100

AUM

₹8,666.49 Cr

1Y returns

26.09%

Min. Invest

₹100

AUM

₹1,659.13 Cr

1Y returns

26.03%

Min. Invest

₹100

AUM

₹194.87 Cr

1Y returns

24.11%

Min. Invest

₹100

AUM

₹146.72 Cr

1Y returns

22.19%

Min. Invest

₹100

AUM

₹2,628.28 Cr

1Y returns

21.31%

Min. Invest

₹100

AUM

₹1,010.77 Cr

1Y returns

20.89%

Min. Invest

₹100

AUM

₹158.21 Cr

1Y returns

20.77%

Min. Invest

₹100

AUM

₹2,468.59 Cr

1Y returns

19.56%

Min. Invest

₹100

AUM

₹100.44 Cr

1Y returns

19.56%

Min. Invest

₹100

AUM

₹4,428.21 Cr

1Y returns

19.52%

Min. Invest

₹100

AUM

₹3,796.28 Cr

1Y returns

19.39%

Min. Invest

₹100

AUM

₹96.39 Cr

1Y returns

18.86%

Min. Invest

₹100

AUM

₹921.64 Cr

1Y returns

18.19%

Min. Invest

₹100

AUM

₹2,363.37 Cr

1Y returns

17.31%

Min. Invest

₹100

AUM

₹811.17 Cr

1Y returns

16.75%

Min. Invest

₹500

AUM

₹398.26 Cr

1Y returns

16.20%

Min. Invest

₹100

AUM

₹102.67 Cr

1Y returns

15.11%

Min. Invest

₹100

AUM

₹114.90 Cr

1Y returns

13.85%

Min. Invest

₹100

AUM

₹1,109.74 Cr

View More

About Edelweiss Mutual Fund

Edelweiss Mutual Fund, a prominent player in the Indian mutual fund industry, has made significant contributions to the financial landscape. Here’s an in-depth look at the impact of Edelweiss Mutual Fund:

Edelweiss Mutual Fund has played a crucial role in wealth creation for its investors. By offering a diverse range of investment products, including equity, debt, and hybrid funds, it has catered to various risk appetites and investment goals. The consistent performance of its funds, particularly in the equity segment, has helped investors achieve substantial returns over the long term.

Edelweiss has significantly contributed to increasing the penetration of mutual funds in India. Through its extensive distribution network and digital platforms, it has made mutual fund investments more accessible to a broader audience, including those in smaller towns and rural areas. This democratization of investment opportunities has empowered more individuals to participate in the financial markets.

Edelweiss has been at the forefront of innovation in the mutual fund industry. It offers a range of innovative products, such as sectoral and thematic funds, which allow investors to capitalize on specific market trends and opportunities. Additionally, its systematic investment plans (SIPs) promote disciplined investing, enabling investors to build wealth over time through regular, small investments.

They adhere to high standards of corporate governance and ethical practices. It ensures transparency in its operations and maintains robust risk management frameworks to protect investors’ interests. This commitment to integrity has helped build trust and confidence among investors.

The digital transformation initiatives undertaken by Edelweiss Mutual Fund have significantly enhanced the investor experience. Its user-friendly digital platforms offer seamless account management, portfolio tracking, and access to research and market insights. These digital services have made investing more convenient and efficient for investors.

Edelweiss Mutual Fund is actively involved in community engagement and social responsibility initiatives. It supports various social causes and contributes to the welfare of the communities it operates in. These efforts reflect its commitment to making a positive impact beyond the financial markets.

Edelweiss Mutual Fund complies with all regulatory requirements and industry standards, ensuring the highest level of compliance and investor protection. This adherence to regulations fosters a safe and secure investment environment, further enhancing its reputation in the industry.

In summary, Edelweiss Mutual Fund has made a significant impact on the financial ecosystem through its diverse product offerings, commitment to investor education, innovative solutions, and adherence to ethical practices. Its contributions extend beyond wealth creation, influencing economic growth, sustainability, and community welfare.

How to Invest in Edelweiss Mutual Fund?

Edelweiss Mutual Fund offers a diverse range of investment options, including equity, debt, and hybrid funds, catering to various risk appetites and financial goals. Their strong performance track record and innovative products, such as sectoral and thematic funds, provide targeted exposure to specific market trends.

The fund house promotes disciplined investing through Systematic Investment Plans (SIPs), making it easier for investors to build wealth over time. Additionally, Edelweiss’s commitment to financial literacy and robust digital platforms enhances the overall investor experience, ensuring informed decision-making and convenient portfolio management.

Their focus on sustainable and responsible investing, along with high standards of corporate governance, further strengthens investor confidence.

Following are the steps you must note to invest in this fund:

Step 1: Login or Register
Create a new account using email/ phone, or log in to an existing account. First-time users must complete basic registration details.

Step 2: Validate Identity Proof (Digilocker)
Connect to Digilocker for seamless KYC verification. No physical documents are needed. Government-approved digital verification ensures quick, secure authentication.

Step 3: Level of risk
Choose investment risk tolerance: Low (Conservative), Medium (Balanced), or High (Aggressive). This determines suitable fund recommendations for you.

Step 4: Choose a mutual fund scheme
Select from recommended mutual fund schemes based on risk profile. Compare returns, expense ratios, and fund objectives.

Step 5: One Time (Lumpsum) or SIP
Decide between a one-time investment or a systematic investment plan. Lumpsum requires larger capital; SIP allows regular, smaller investments.

Step 6: SIP can be placed on the same day or a selected day
A unique feature allows SIP to start on the same day or choose a specific monthly date. Provides flexibility in managing investment schedules.

Each step is designed for user convenience and ensures a smooth, paperless investment process while maintaining regulatory compliance.

Your Torus account will reflect the Edelweiss Mutual Fund in India you have invested in within 3 to 4 working days.

Start your investment journey with us

Transparent pricing with
no hidden charges

Account
opening
& AMC

Get Free Demat Account

Get started with us today and
start building your wealth journey

Get started with us today and
start building your wealth journey