Edelweiss Mutual Fund
AUM
₹ 1,65,516 Cr.
AMC Age
16 Years
No. Of Schemes
174
Edelweiss Mutual Fund, managed by Edelweiss Asset Management Limited (EAML) is one of India’s fast-growing AMCs, leading with a broad portfolio of mutual fund investment schemes for investors looking for growth and wealth creation.
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About Edelweiss Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
Edelweiss Mutual Fund, a part of Edelweiss Financial Services Ltd., was established on April 30, 2008. It’s one of the youngest, most active, and tech-friendly mutual fund houses. With the early acquisition of Forefront Capital and JP Morgan AMC India, EAML quadrupled its size and successfully carved out a name for itself.
Key Features
- Edelweiss AMC provides a broad selection of investment schemes, including equity, debt, hybrid funds, and other categories. The fund house also has expertise in Alternative Investment Funds (AIF).
- EAML was the first in the country to start a passive debt fund, Bharat Bond ETF and to offer MSCI (leading indexed fund) in the domestic market.
- The fund house operates through numerous branches in 44 locations across India, serving over 24.97 lakh investors with 15,000+ partners..
- The company is led by a dynamic leadership team, with Ms. Radhika Gupta at the helm, serving as MD, and Mr. George Jose as Head of Operations, bringing valuable expertise to its operations.
Documents Required
To invest in Edelweiss Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact Edelweiss Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
Edelweiss Mutual Fund Managers
Mr. Amit Vora
Mr. Ashwani Agarwalla
Mr. Bharat Lahoti
Mr. Bhavesh Jain
Mr. Bhavin Patadia
How To Invest In Edelweiss Mutual Fund With Choice?
Edelweiss Mutual Fund FAQs
The best Edelweiss Mutual Fund depends on your financial goals and risk tolerance. For equity exposure, consider Edelweiss Large Cap Fund or Edelweiss Mid Cap Fund, ideal for long-term growth. For conservative options, look at Edelweiss Banking and PSU Debt Fund or Edelweiss Arbitrage Fund, as debt funds offer stability with lower risk. Balanced investors might prefer the Edelweiss Balanced Advantage Fund, as hybrid funds provide a balanced approach by combining both. Choice offers research and analytical tools to identify and match your investment objectives with suitable Edelweiss funds.
Edelweiss Mutual Funds are subject to taxation based on the type of investment and holding period. Equity funds are taxed at 20% on short-term gains (under 12 months) and 12.5% on long-term gains above 1.25 lakh annually. Debt fund gains are taxed as per the investor's income slab. The Edelweiss ELSS Tax Saver Fund offers tax deductions under Section 80C up to 1.5 lakh with a mandatory three-year lock-in period.
To invest in Edelweiss Mutual Funds with Choice, you need a PAN card, identity proof such as Aadhaar, passport, or voter ID, address proof, bank details with a cancelled cheque, and a recent photograph. Non-individual investors require entity-specific documentation. Choice simplifies this process with digital KYC using Aadhaar verification for a paperless experience.
The minimum investment amount for Edelweiss Mutual Funds depends on the specific scheme and the investment mode, such as lump sum or Systematic Investment Plan (SIP). You can start investing with 100 for SIPs, 500 to 1,000 for lump sum equity fund investments, and 1,000 to 5,000 for debt funds. The Choice FinX platform displays scheme-specific minimum investment requirements before you proceed.
Returns are calculated based on the Net Asset Value (NAV). The formula used is: Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100. For SIP investments, the XIRR (Extended Internal Rate of Return) method accounts for multiple investment dates and amounts. Choice offers performance tracking tools to evaluate Edelweiss fund returns against relevant benchmarks across various timeframes.
Yes, you can switch between Edelweiss Mutual Fund schemes through Choice FinX. Before switching, it is important to consider exit loads and tax implications. Edelweiss also offers Systematic Transfer Plans (STPs) for phased transfers between funds to help manage market volatility.
Investing in Edelweiss Mutual Funds involves charges such as expense ratios, exit loads for early redemption, and transaction fees for investments above 10,000. Direct plans available on Choice FinX have lower expense ratios than regular plans, which can enhance long-term returns.
You can invest directly through the Choice FinX app with just KYC completion and a linked bank account. Opening a Choice Demat account is optional if you want to hold mutual fund units electronically along with other securities. Choice offers both options based on your preference.
You can access your Edelweiss Mutual Fund statement through the Choice FinX platform under the Portfolio section. Statements can also be obtained from the official Edelweiss Mutual Fund website, via email requests to customer care, or through CAMS or KFintech portals. Choice also provides consolidated investment views for efficient tracking.
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