Edelweiss Mutual Fund
Last Updated on 31 Mar 2026
AUM
₹ 1,89,707.42 Cr
Funds on Anand Rathi
158
AMC Age
19 Yrs
Sorted by 5Y Returns descending
List of Top Edelweiss Mutual Fund Schemes
158 records
| Fund Name | |||
|---|---|---|---|
| Edelweiss Mid Cap Fund (G) | 6.44% | 23.10% | 19.77% |
| Edelweiss Mid Cap Fund (IDCW) | 6.44% | 23.10% | 19.77% |
| Edelweiss US Technology Equity Fund Of Fund (G) | 51.98% | 34.77% | 18.18% |
| Edelweiss Small Cap Fund - Regular (G) | 3.09% | 16.91% | 17.37% |
| Edelweiss Small Cap Fund - Regular (IDCW) | 3.09% | 16.91% | 17.36% |
| Edelweiss Europe Dynamic Equity Offshore (G) | 30.56% | 23.57% | 14.49% |
| Edelweiss Large & Mid Cap Fund (G) | 1.83% | 15.47% | 13.71% |
| Edelweiss Large & Mid Cap Fund (IDCW) | 1.83% | 15.47% | 13.71% |
| Edelweiss Flexi Cap Fund (IDCW) | 0.60% | 15.01% | 13.39% |
| Edelweiss Flexi Cap Fund (G) | 0.60% | 15.01% | 13.38% |
| Edelweiss Aggressive Hybrid Fund - Plan B (G) | 0.39% | 13.82% | 13.17% |
| Edelweiss Aggressive Hybrid Fund - Plan B (IDCW) | 0.38% | 13.82% | 13.16% |
| Edelweiss US Value Equity Offshore Fund (G) | 34.26% | 19.07% | 13.12% |
| Edelweiss Aggressive Hybrid Fund - Plan A (G) | 0.38% | 13.79% | 13.10% |
| Edelweiss Aggressive Hybrid Fund - Plan A (IDCW) | 0.37% | 13.77% | 12.95% |
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Fund Managers of Edelweiss Mutual Fund
Harsh Kothari is the Fund Manager for Edelweiss Long Term Equity Fund and Edelweiss Tax Advantage Fund, responsible for managing the performance of the schemes. He has more than 8 years of rich experience in the financial markets. Before joining Edelweiss AMC in the year 2017, he worked as a Buy Side Research Analyst at J P Morgan India Pvt. Ltd. His other stint is with Morgan Stanley Advantage Services Pvt. Ltd, gaining valuable experience in tracking companies across sectors. MBA in Finance and Bachelor in Management Studies from R.A. Podar College (Mumbai),
He has over 10 years of experience in fixed income market including 6 years in the mutual fund industry. Prior to joining Edelweiss AMC, he was associated as Assistant Fund Manager with DHFL Pramerica Mutual Fund from March 2016 to October 2017 and with Deutsche Asset Management (India) Pvt. Ltd from July 2014 to March 2016. B.E.(Electronics) and also holds a MBA-Finance
Pratik Dharmshi is the Fund Manager for Edelweiss Long Term Equity Fund and Edelweiss Tax Advantage Fund, responsible for managing the performance of the schemes. He has more than 9 years of rich experience in the financial markets. Pratik Dharmshi is the Fund Manager for Edelweiss Long Term Equity Fund and Edelweiss Tax Advantage Fund, responsible for managing the performance of the schemes. He has more than 9 years of rich experience in the financial markets. At Edelweiss AMC, Pratik's role is to identify new investment opportunities, managing risk with focus on investment returns. Bachelors in Commerce from University of Mumbai and Chartered Accountant from ICAI,
He has more than 5 years of work experience in the Fixed Income segment. Prior to joining the AMC, he was associated with ICICI Securities Limited as a Product Manager - Fixed Income. He has also been associated with RR Investors Capital Services Ltd. dealing in Fixed Income securities. Bachelor in Commerce from Mumbai University, Chartered Financial Analyst-US (Level 1).
He has a total work experience of over 8 years in the equity market segment and has been associated with the AMC since January 2011. Prior to joining the AMC, he was also associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader. Master in Management Studies(Finance) From Mumbai University.
Key Information of Edelweiss Mutual Fund
Edelweiss Mutual Fund
AMCFunds Managed
71
Assets Managed
₹ 1,89,707.42 Cr
Contact Details
Registered Address
Edelwiess House,Off.C.S.T. Road,Kalina, Mumbai - 400 098.
Managing Director
Ms. Radhika Gupta
Chief Executive Officer
Ms. Radhika Gupta
Compliance Officer
Mr. Jehzeel Master
How to Invest in Edelweiss Mutual Fund with Anand Rathi?
Planning to invest in Edelweiss Mutual Fund online?
Anand Rathi provides a secure and seamless platform to get started easily.
Follow these 5 simple steps:
- Register or Log In: Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.
- Complete Your KYC: Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.
- Explore Edelweiss Mutual Fund: Browse available Edelweiss Mutual Fund and shortlist those that align with your investment goals.
- Choose Your Investment Mode: Invest your way- opt for SIP to build discipline or go for a lump sum if you prefer a one-time investment.
- Monitor & Watch Your Investments Anytime: Invested in Edelweiss Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.
Documents Required to Invest in Edelweiss Mutual Fund
Investing in Edelweiss Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:
The following set of documents is required to invest in mutual fund:
- PAN Card - Mandatory for all investment transactions.
- Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
- KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).
SEBI Regulations & Compliance on Edelweiss Mutual Fund
As per the Securities and Exchange Board of India, here are the rules that apply for
AMCs (Asset Management Companies) providing mutual fund schemes.
- SEBI Regulation: AMCs operate under SEBI (Mutual Funds) Regulations, 1996.
- Mandatory Structure: Sponsor-Trustee-AMC structure is compulsory for all MF houses.
- SEBI Registration: AMC must be registered with SEBI to provide its scheme to investors.
- Minimum Net Worth: AMC must maintain Rs 50 crore net worth at all times.
- Scheme Disclosure: Scheme Information Document (SID) & Key Information Memorandum (KIM) filing with SEBI is mandatory before launch.
- Asset Allocation: Mutual fund schemes must strictly follow the stated investment mandate.
- Exposure Limits: A certain cap on stock, sector, and group exposure applies.
- Risk Management: AMCs must have a strong risk and liquidity controls.
- Expense Ratio: Total Expense Ratio (TER) is capped and transparently disclosed.
- NAV Disclosure: Net Asset Value (NAV) must be declared daily.
- Compliance Officer: Mandatory appointment for regulatory oversight.
- Investor Protection: Grievances handled via SEBI?s SCORES (SEBI Complaints Redress System) platform.
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Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
Frequently Asked Questions
Log in to the AR Invest app or website, or else, open a demat account with the stock broker online. Then complete your KYC, select the Edelweiss Mutual Fund fund, choose the SIP amount and frequency, and confirm the mandate. Your SIP will start from the date chosen.
To stop your SIP anytime on the AR Invest app, go to your active SIPs, select the SIP you want to discontinue, and confirm. The SIP will stop from the next installment itself.
To increase your SIP amount in Edelweiss Mutual Fund;
Go to your active SIPs
Select the SIP you want to modify
Update the installment amount, and confirm.
The new amount will be debited from the next cycle.
Go to your active SIPs
Select the SIP you want to modify
Update the installment amount, and confirm.
The new amount will be debited from the next cycle.
You can invest in mutual fund app via lumpsum by;
Log in to the AR Invest app or open a demat account
Select your preferred Edelweiss Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Log in to the AR Invest app or open a demat account
Select your preferred Edelweiss Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Redemptions are easy on the AR Invest mutual fund app. Simply, select the units to redeem, enter the amount or number of units, and confirm. Proceeds are then credited to your registered bank account.
Track your portfolio in real-time via AR Invest mutual fund app. Check NAVs, SIP performance, and generate statements anytime on the app or website.
Your investment statements are available on AR Invest mutual fund app. Here's how you can access the statement/reports.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
All mutual funds are regulated by SEBI. While professionally managed, they carry market risks. Review the scheme's risk profile before investing.
No, it is not necessary to open a demat account to invest in Edelweiss Mutual Fund. Usually, MF units are held digitally in your AMC folio via the "Statement of Account" (SoA) form. Opening a DEMAT account is optional if you prefer.
Top funds are based on performance and fund objectives. Check the AR Invest app for the current list of top-performing Edelweiss Mutual Fund funds.
By investing in Edelweiss Mutual Fund funds, investors get access to professional management, diversification, ease of online transactions via AR Invest, liquidity, and transparent reporting.
Every mutual fund has different suitability based on risk appetite. Those looking for professional management and diversification can think about Edelweiss Mutual Fund funds.
Unlike anymarket instrument, even Edelweiss Mutual Fund funds include risks like market volatility, interest rate changes (for debt funds), and liquidity risks. Review the fund's scheme information document before investing in any stock broker online app.
The AMC has been operating for 19 years, reflecting its experience and track record in the mutual fund industry.
Edelweiss Mutual Fund manages assets worth ₹1,89,707.42 crore under its mutual fund business, indicating its scale and investor trust.
Ms. Radhika Gupta is the current Chief Executive Officer of Edelweiss Mutual Fund.
Mr. Jehzeel Master is the current Compliance Officer of Edelweiss Mutual Fund.
Edelweiss Mutual Fund currently manages 71 Mutual fund schemes.
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