Edelweiss Mutual funds - A guide book 2025
The Edelweiss Mutual Funds have become a favourite among the Indian investors seeking the variety of financial solutions. The asset management company which is under Edelweiss Group owns a wide range of mutual funds that are specific to the risk profile, investment objectives, and time horizon. The demand to have products with a balance between returns with safety, tax benefits, and digital convenience is higher than ever before as we head to 2025. Due to the popularity of online platforms and the overall understanding of financial planning, the Edelweiss mutual fund is constantly broadening its services and products to satisfy the current investment requirements.
What is Edelweiss Mutual Fund and Why Select it?
Edelweiss mutual fund is one of the top 20 asset management companies in India that have good governance, client-oriented approach, and innovative product. With assets of [?]1.5 lakh crore as at the beginning of 2025, Edelweiss AMC serves a broad clientele with retail and institutional investors through equity, debt, hybrid, solution-based and international funds.
Key Features or Highlights
- Extensive selection of schemes such as large-cap, mid-cap, small-cap, hybrid and themed funds.
- Effective digital onboarding and portfolio management software.
- Open and transparent investment processes.
- NFOs and tax-saving solutions for the 2025 trends in the market.
- Hassle-free investing customer support.
Edelweiss Mutual Funds: How are they Faring by 2025?
Edelweiss AMC has been able to display consistency in its ability to provide competitive returns on its flagship schemes. In 2024, a number of equity and hybrid funds have exceeded their benchmarks due to the disciplined working of the assets and risk management. As the market volatility levels out and with the stability in policy, by 2025, Edelweiss diversified funds are best-placed to seize growth opportunities within the Indian market and international markets.
Sample Performance Table (December 2025)
| Fund Name | category | 1 year return (%) | 3 year return (%) | 5 year return (%) |
|---|---|---|---|---|
| Edelweiss Large Cap Fund | Equity | 17.1 | 14.3 | 13.2. |
| Edelweiss Mid Cap Fund | Equity | 24.5 | 19.6 | 17.8. |
| Edelweiss Balanced Advantage | 12.7 | 10.2 | 11.4 | Hybrid. |
| Edelweiss Govt Securities | Debt | 7.8 | 8.1 | 8.3 |
Did you know? According to SEBI issue of February 2025, Edelweiss AMC registered more SIPs in the previous year by 23 percent meaning that the retail trust in the brand is quite high.
What kind of funds does Edelweiss have in 2025?
Edelweiss mutual fund offers an entire range of funds that meet various needs of the investor. They can be divided into equity, debt, hybrid, index and international funds, targeting a particular financial objective.
Popular Fund Categories
- Equity Funds - Long term growth with capital, only applicable to risk averse investors.
- Debt Funds- perfect to the investors who require consistent income and reduced risk.
- Hybrid Funds - Builds on the benefits of equity and debt, providing returns in-between.
- Tax Saving Funds (ELSS) - Tax exemption is provided under section 80C.
- International Funds - Investment on international markets in order to diversify.
Edelweiss Sample Fund Options.
- Edelweiss Flexicap Fund
- Edelweiss Arbitrage Fund
- Edelweiss Silver and Gold ETF.
- Edelweiss USD Dynamix International.
People also ask:
What is the best Edelweiss mutually fund to start in 2025?
Novices can consider Edelweiss Balanced Advantage or Flexicap Fund which are stable since they balance risk and possible returns.
What is the way of investing in Edelweiss Mutual Funds?
It is possible to invest in Edelweiss schemes in 2025 in multiple different digital platforms, using mobile apps, or with the assistance of registered distributors. It is made easier through eKYC, configurable SIP schemes and live tracking.
Steps to Start Investing
- Full online eKYC with Aadhaar and PAN.
- Select the scheme which you want depending on your risk appetite.
- Choose SIP or lump sum invest.
- Hand in the application online or via distributors.
- Track investments through Web dashboards.
Expert Advice: According to fund analysts, SIPs are better to be used by young professionals to invest regularly, regardless of what is happening in the market because it will help them develop discipline.
What do you like or dislike about Edelweiss Mutual Funds?
There are a number of factors which investors consider when choosing mutual funds. These will be the potential weaknesses and strengths of Edelweiss Mutual Funds in 2025:
Pros
- Good internet presence, well developed digital tools.
- Extensive choices among all kinds of investors.
- Uninterrupted performance in the areas of excellence.
- New passive and active funds.
- Investor-focused transparency
Cons
- Certain sectoral or thematic funds may be volatile.
- Ratios of expenses in particular funds in equity could be greater than industry averages.
- Tier 3 and rural branches are few.
People also ask:
Is it easy to move between the various Edelweiss funds?
Yes, you are allowed to change funds at Edelweiss portfolio online with minimum paperwork conditions, on exit load.
What Will Be the Comparisons of Edelweiss Funds to other leading Mutual Funds by 2025?
Indian mutual fund market is highly competitive. The following is a cursory comparison of Edelweiss and other major AMCs (HDFC, SBI, ICICI) of the most popular funds:
Parameters Edelweiss HDFC SBI ICIC Prudential
| Parameters | Edelweiss | HDFC | SBI | ICIC Prudential |
|---|---|---|---|---|
| Digital Experience | Advanced app and web | Powerful, easy to use | Good | Good feature rich. |
| Equity Performance | Good diversification | Strong large cap | Above avg in mid and flexicap. | |
| Expense Ratio (avg) | 1.1 to 1.6 | 0.95 to 1.65 | 1.0 to 1.67 | 1.1 to 1.75 |
| Rural Reach | Moderate | High | High | High. |
| NFO launches (2024) | 7 | 4 | 5 | 6 |
Did you know? In 2024, Edelweiss AMC will become one of the first companies to launch gold and silver ETFs with physical delivery choice, which is attractive to preserve wealth in modern society.
Before investing in Edelweiss mutual funds, what should you take into consideration?
The choice of any mutual funds depends on your investment goal, risk profile, anticipated returns and liquidity requirements. Edelweiss gives you scheme details with online calculators so that you are better planners.
Essential Checkpoints
- Examine the historical performance and rating of fund.
- Measure portfolio risk.
- Survey cost ratio and charges.
- Know exit load and lock in periods.
- Get financial advice when required to plan customally.
People also ask:
Is Edelweiss Mutual Funds a safe place to invest in long run?
Every mutual fund is associated with market risk yet Edelweiss funds are transparent and professionally run thus making them a more favorable choice by the knowledgeable long-term investors.
What is the following formula of SIP in Edelweiss Mutual Fund?
One of the tools that are useful to help investors estimate the value of their maturity and wealth growth, depending on their monthly investments, the anticipated returns, and the time of investment, is Edelweiss SIP calculator.
Advantages of Edelweiss SIP Calculator.
- Real-time estimates of lump sum investment and SIP investment growth.
- Helps develops achievable financial objectives.
- All investors can use it and it is free.
- compare the various schemes.
Expert Insight: The projection of financial planners in 2025 indicates that at least [?]5000/month SIP in diversified funds are needed to achieve the goal of wealth creation within 7 years or more.
Will There Be New Fund Offers (NFOs) in 2025?
Edelweiss AMC routinely launches New Fund Offers that are in line with the upcoming market themes that include environmental sustainability, electric vehicles, and global digital technology. The Edelweiss Green Energy Fund and Edelweiss Global Technology Innovators Fund are two of the more popular NFOs in 2025.
NFO Highlights
- Focus on special high growth areas.
- Short subscription period (between 15-30 days)
- Lower initial NAV than re-offers.
- Appropriate in case of risk taker and desire to enter emerging sectors early.
People also ask:
What is the frequency of my review of my Edelweiss MF portfolio?
It is advisable to check your portfolio at least two times a year and immediately after a big event in the market or in life in general.
How To Redeem or Switch Edelweiss Mutual Fund Unit in 2025?
Redeeming and switching units of Edelweiss MF is fast and paperless with the adoption of digital. You can invest, be it via the Edelweiss mobile app, Edelweiss web platform, or via a mutual fund platform such as Groww or Paytm, and the process is hassle-free.
Redemption Process
- log in to your online MF account.
- Choose the scheme and units to be redeemed or changed.
- Check bank account to withdraw.
- Equity funds are credited proceeds within a T plus 2 working days and debt schemes within a T plus 1.
Did you know? The SmartSwitch tool of Edelweiss AMC will allow investors to set up an automated process of rebalancing equity and debt according to market signals in 2025.
Edelweiss mutual fund 2025 Taxation and Charges Explained.
Mutual funds in India are taxed on the basis of holding period and fund type. Edelweiss, similar to all AMCs, applies the charges applicable to the source and offers capital gains statements to the investors to file their taxes.
Taxation Basics
- Equity funds: LTCG, above [?]1 lakh, taxed at 10 percent, after one year, STCG 15 percent.
- Debt funds: Gains to be taxed as per slab of investor in STCG and 20 percent with indexation after three years.
- ELSS: Tax deductible under section 80C, 3 year lock in.
People also ask:
What will be the minimum amount investment in Edelweiss SIP in the year 2025?
Edelweiss schemes have a minimum minimum SIP of [?]500 per month in 2025, which is affordable to all income brackets.
Quick Recap (TLDR)
- Edelweiss Mutual Fund is a reputed AMC that has 2025 modern digital services and a variety of schemes.
- Provides equity, debt, hybrid, ELSS and international funds to fulfill diverse financial requirements.
- Competitive high returns, frequent NFOs and tax saving.
- Invest, monitor and redeem money online at the convenience of your computer.
- Always check the scheme details and compare investments with personal goals and only then commit.
People Also Ask (FAQs)
Which is the best tax saving Edelweiss Mutual Fund in 2025?
The Edelweiss ELSS Tax Saver Fund is the best solution where the wealth creation and tax exemption is done with a lock-in of 3 years.
Is Edelweiss Mutual Funds investment open to NRI investors?
Yes, the majority of Edelweiss programs are open to NRI clients except those of some countries because of the FATCA rules.
What are Edelweiss KYC required documents?
Basic requirements are PAN card, Aadhaar card and a passport size photograph. NRIs may need other documents.
What are the safety of Edelweiss digital investment platforms in 2025?
All the transactions are encrypted and meet the SEBI cyber security regulations, which protect investor data.
Does Edelweiss Mutual Funds have any hidden charges?
Not at all, it all fees such as expense ratio and exit loads are clearly presented in the scheme information document.
Sources
- Edelweiss Mutual Fund Home Page.
- SEBI Mutual Funds Statistics 2025.
- Morningstar Mutual Fund Comparison Tool in India.
