Edelweiss Mutual Fund
Last Updated on 30 Jun 2026
AUM
₹ 1,95,092.01 Cr
Funds on Anand Rathi
161
AMC Age
19 Yrs
Edelweiss Mutual Fund mixes innovative product design with a research-led investment approach to deliver solutions across equity, debt, hybrid, and thematic funds. Backed by strategic growth moves and strong risk controls, it aims to offer investors disciplined pathways to long-term wealth creation.
Sorted by 5Y Returns descending
List of Top Edelweiss Mutual Fund Schemes
161 records
| Fund Name | |||
|---|---|---|---|
| Edelweiss Mid Cap Fund (G) | 10.86% | 22.07% | 18.15% |
| Edelweiss Mid Cap Fund (IDCW) | 10.85% | 22.07% | 18.14% |
| Edelweiss Small Cap Fund - Regular (G) | 11.48% | 16.45% | 16.77% |
| Edelweiss Small Cap Fund - Regular (IDCW) | 11.48% | 16.45% | 16.76% |
| Edelweiss Europe Dynamic Equity Offshore (G) | 29.92% | 24.55% | 14.79% |
| Edelweiss US Value Equity Offshore Fund (G) | 35.70% | 19.13% | 14.28% |
| Edelweiss US Technology Equity Fund Of Fund (G) | 27.62% | 27.72% | 14.13% |
| Edelweiss MSCI I D & W H 45 Index Fund (G) | 21.43% | 19.16% | 13.06% |
| Edelweiss MSCI I D & W H 45 Index Fund (IDCW) | 21.43% | 19.16% | 13.06% |
| Edelweiss Aggressive Hybrid Fund - Plan B (G) | 5.51% | 13.41% | 13.00% |
| Edelweiss Aggressive Hybrid Fund - Plan B (IDCW) | 5.51% | 13.40% | 12.99% |
| Edelweiss Large & Mid Cap Fund (G) | 7.99% | 14.97% | 12.98% |
| Edelweiss Large & Mid Cap Fund (IDCW) | 7.99% | 14.97% | 12.98% |
| Edelweiss Aggressive Hybrid Fund - Plan A (G) | 5.52% | 13.37% | 12.94% |
| Edelweiss Flexi Cap Fund (G) | 7.05% | 15.02% | 12.91% |
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
Mr. Ashish Sood is a CFA Charter holder. He completed B. Com (Hons) in 2013 from Delhi University and MBA (Finance) in 2016 from Goa Institute of Management. He started his career in the finance team with Bharti Airtel from 2013 to 2014. After postgraduation, he joined Citibank Wealth Management business from May 2016 to July 2017 and handled designing/ monitoring clients portfolio. From 2017 to May 2019, he was with HSBC Investment Banking team and handled Project financing and Energy deals. From May 2019 to Dec 2021, he worked as AVP (Research) with Vishuddha Capital Management LLP (Acquired by InCred Asset Management Private Limited) covering Auto, Banking and Commodities. Since Dec 2021, he is working with Edelweiss as Senior Research Analyst covering multiple sectors mainly BFSI, Mining, Commodities and Auto. He has a total experience of 8 years. B.Com (Hons), MBA (Finance), CFA (U.S.) Level 3 cleared
Mr. Mehul Dalmia has over 9 years of experience in capital markets and investment management. He has been associated with Edelweiss Asset Management since 2022 and is part of the Equity Investment Team. Prior to joining Edelweiss Asset Management, he was associated with Axis Asset Management Company Ltd. from December 2017 to March 2022 as Product Manager - Investments, where he worked closely on investment products and equity market strategies. Before that, he was associated with Centrum Direct Ltd. from June 2017 to November 2017 as a Management Trainee. MBA & B.Tech from NMIMS University and CFA Charterholder
He has an overall work experience of 20 years mostly in the investment management function. Mr. Dhawal has joined Edelweiss AMC as Chief Investment Officer - Fixed Income in October 2016 and a key personnel. Prior to joining Edelweiss AMC, he was associated with DSP BlackRock Investment Managers Pvt. Ltd as Executive Vice President and Head of Fixed Income from January 2012 to July 2016, as Sr. Vice President and Head of Fixed Income schemes from January 2006 to December 2011 and as Asst. Vice President for fixed income products from May 1998 to December 2005. Prior to that he was associated with Merrill Lynch Investment Managers as Assistant Portfolio Manager, from August 1996 to April 1998. BE, MBA from University of Dallas
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
Mr. Trideep Bhattacharya has over 14 years' experience as a Portfolio Manager and Research Analyst. Prior to joining Edelweiss, he has worked as Senior Portfolio Manager - Alternate Equities with Axis Asset Management Company Limited, Head of Research with Motilal Oswal Securities Limited and Portfolio Manager with State Street Global Advisors and UBS Global Asset Management Limited. CFA, B.Tech form IIT, Kharagpur and MBA (Finance)
Key Information of Edelweiss Mutual Fund
Edelweiss Mutual Fund
AMCFunds Managed
75
Assets Managed
₹ 1,95,092.01 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
About Edelweiss Mutual Fund
Edelweiss Mutual Fund is one of the fast-growing AMCs in India, known for their innovative suite of products and a strategy that places investors' interests first. Established in 2008, the AMC experienced significant growth through the strategic acquisition of JP Morgan's mutual fund business in India in 2016.
The AMC has gained its reputation through linking active and passive approaches to investing. Some notable accomplishments of the AMC include the launch of India's first-ever debt ETF, the Bharat Bond ETF. This AMC is managing an array of investments ranging from equity and debt to hybrids, with an excellent approach towards risk management and wealth creation.
Advantages of Investing in Edelweiss Mutual Fund Schemes
Here are some of the key advantages you can gain by selecting Edelweiss Mutual Fund for your investments:
- Wide Range of Investment Options: Edelweiss Mutual Fund offers equity, debt, hybrid, index, and thematic funds, making it easier to match different investment goals.
- Research-Driven Fund Management: The AMC follows a disciplined investment process supported by in-depth market research and professional fund management.
- Suitable for Different Risk Profiles: Whether you are a conservative investor or seeking aggressive growth, there are Edelweiss Mutual Fund schemes suited to your needs.
- Diversification Benefits: Mutual funds help spread investments across sectors and companies, reducing concentration risk.
- SIP Investment Facility: You can invest in Edelweiss Mutual Fund schemes through SIPs, allowing disciplined investing with small monthly amounts.
- Long-Term Wealth Creation Potential: Equity-oriented schemes can help investors build wealth over time when aligned with long-term goals.
How to Invest in Edelweiss Mutual Fund with Anand Rathi?
Planning to invest in the 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 Funds 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 the 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 a 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).
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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
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.
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.
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.
Every mutual fund has different suitability based on risk appetite. Those looking for professional management and diversification can think about Edelweiss Mutual Fund funds.
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 ₹1,95,092.01 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 75 Mutual fund schemes.
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