Edelweiss Mutual Fund
Embark on your journey to financial prosperity with Edelweiss Mutual Fund. Explore their diverse range of funds and make a life-changing investment decision
History of Edelweiss Mutual Fund
Edelweiss is one of the fastest growing asset management companies in India. They make tailored solutions for customers who are willing to invest for various purposes. Established in the year 2009, their journey has been marked by a commitment to pioneering financial solutions, creating value for investors through diverse and strategic offerings. Over the period, it has grown into a formidable force, managing over Rs. 1.21 lakh crore in assets under management (AUM) as of December 31, 2023 and they offer more than 50 Mutual Fund schemes in their brand across various categories.
Vision
Edelweiss MF is driven by a clear vision: To be the most trusted and respected financial services provider in India
Mission
Their mission is to empower individuals to achieve their financial goals through innovative and personalized investment solutions
Milestones and Accolades
- 2014 – Acquired Forefront Capital, India’s first domestic hedge fund
- 2016 – Acquired JP Morgan AMC India’s business quadrupling their strength and size
- 2019 - Awarded the mandate for India’s first corporate bond ETF, Bharat Bond
Achievements and awards of Edelweiss Mutual Fund
Edelweiss MF’s commitment to excellence has been recognized by several prestigious awards, including:
- Best Email Marketing Campaign at 10th India Digital Awards
- Top 25 Financial Innovations of India at Finnoviti Awards 2020
- Best BFSI Technology Award – Cloud At Express Computer by Indian Express
- Best Customer Centric Culture (Personal Wealth Advisory) at 13th Edition of the Customer FEST Awards, 2020
- Iconic Brands of India 2020 - Edelweiss Mutual Fund at The Economic Times
Types of Edelweiss Mutual Fund available
Following categories of Mutual Funds are available at Edelweiss Mutual Funds
- Equity Funds
- Debt Funds
- Hybrid Funds
Top 5 Performing Edelweiss Equity Mutual Funds
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (Cr.) |
|---|---|---|---|
| Edelweiss Small Cap Fund | 57.46% | 37.32% | 3002.04 |
| Edelweiss Mid Cap Fund | 56.51% | 33.72% | 4623.64 |
| Edelweiss Flexi Cap Fund | 44.69% | 25.94% | 2627.84 |
| Edelweiss Long Term Equity Fund | 40.12% | 31.05% | 1517.28 |
| Edelweiss ELSS Tax Saver Fund | 35.24% | 30.47% | 10714.32 |
Top 5 Performing Edelweiss Debt Mutual Funds
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (Cr.) |
|---|---|---|---|
| Edelweiss Money Market Fund | 7.30% | 6.64% | 367.07 |
| Edelweiss Short Duration Fund | 5.05% | 5.83% | 847.52 |
| Edelweiss Floating Rate Fund | 6.65% | 8.12% | 6213.56 |
| Edelweiss Gilt Securities Fund | 7.42% | 7.71% | 8407.42 |
| Edelweiss Dynamic Bond Fund | 4.23% | 6.05% | 5120.15 |
Top 5 Performing Edelweiss Hybrid Mutual Funds
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (Cr.) |
|---|---|---|---|
| Edelweiss Aggressive Hybrid Fund | 14.42% | 15.74% | 6.60 |
| Edelweiss Balanced Advantage Fund | 22.47% | 27.48% | 5109.39 |
| Edelweiss Equity Savings Fund | 14.21% | 17.52% | 4825.40 |
| Edelweiss Multi Asset Fund - Balanced 65 | 15.93% | 18.77% | 1553.75 |
| Edelweiss Multi Asset Fund - Hybrid 75 | 17.82% | 21.57% | 768.23 |
Advantage of Investing in Edelweiss Mutual Fund
- Experienced Investment Team: A team of seasoned professionals with a proven track record of success.
- Diversified Product Range: A wide variety of funds to suit different investment objectives and risk appetites.
- Focus on Innovation: Constantly introducing new and unique investment solutions.
- Strong Research and Analysis: Robust investment processes backed by in-depth research.
How to Invest in the Edelweiss Mutual Fund Online?
To invest in an Edelweiss Mutual Fund from the comfort of your home, just follow these quick and easy steps:
- Log in to your Fincover account.
- Complete the KYC verification process by Uploading valid documentation and identity proofs as per requirements.
- Click on Mutual Funds under investments, enter a few details
- Select the best Edelweiss Mutual Fund scheme as per your investment horizon and risk appetite.
- If you’re making a lump sum investment, click on the ‘Buy Now’ option.
- If you are starting an SIP (Systematic Investment Plan), select ‘Start SIP’.