Edelweiss Mutual Funds, managed by Edelweiss Asset Management Limited (EAML), is one of India's youngest and most dynamic mutual fund companies. It is a part of Edelweiss Financial Services Ltd., the parent company overseeing the entire group. Edelweiss Financial Services began its journey in 1996 and has since played a significant role in shaping the Indian financial sector. In 2008, despite the global economic downturn, the company obtained a license to operate mutual funds and launched Edelweiss Asset Management Ltd.. Against the odds, Edelweiss Mutual Funds entered a sluggish market but quickly gained momentum through its smart investment strategies and diverse fund offerings. Today, EAML manages a total of 84 funds and has Assets Under Management (AUM) of ₹1.25 lakh crores, ranking among the largest AMCs in India. With branches in 11 locations nationwide, it provides a wide array of investment options, including Equity, Debt, and Liquid funds. Edelweiss Mutual Funds stand out from traditional AMCs by embracing innovation and adopting a non-conventional investment approach. Their focus on technology and enhancing the digital experience for clients makes them one of the most tech-forward mutual fund houses in the country. Beyond mutual funds, EAML is also active in Alternative Investments, continually aiming to provide investors with an extensive range of products and customer support to maximize wealth creation.
Fund Name
Rating
1Y Return
3Y Return
Fund Size (in Cr)
Edelweiss Mid Cap Fund Direct Plan Growth Option
5
38.08%
26.58%
₹8280.35 Cr
Edelweiss Small Cap Fund Direct Growth
4
23.13%
23.10%
₹4373.58 Cr
Edelweiss Flexi Cap Fund Direct Growth
4
26.06%
19.06%
₹2445.93 Cr
Edelweiss Large & Mid Fund Direct Plan Growth Option
4
25.00%
19.06%
₹3745.21 Cr
Edelweiss Aggressive Hybrid Direct Plan Growth Option
4
21.15%
18.22%
₹2267.39 Cr
Edelweiss Nifty Large Mid Cap 250 Index Fund Direct Growth
NA
16.45%
16.68%
₹225.36 Cr
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct Growth
NA
25.13%
16.34%
₹153.72 Cr
Edelweiss ELSS Tax saver Direct Plan Growth Option
3
20.35%
16.06%
₹397.74 Cr
Edelweiss US Technology Equity Fund of Fund Direct Growth
NA
45.27%
15.30%
₹2571.32 Cr
Edelweiss Large Cap Fund Direct Plan Growth option
5
15.89%
15.22%
₹1100.22 Cr
Edelweiss Recently Listed IPO Fund Direct Plan Growth
NA
29.93%
12.87%
₹973.95 Cr
Edelweiss Nifty 100 Quality 30 Index Fund Direct Growth
NA
11.47%
12.53%
₹139.67 Cr
Edelweiss Balanced Advantage Fund Direct Plan Growth
5
14.30%
12.11%
₹12380.59 Cr
Edelweiss Nifty 50 Index Fund Direct Growth
NA
10.03%
10.87%
₹118.19 Cr
Edelweiss Equity Savings Fund Direct Growth
5
14.15%
10.84%
₹560.91 Cr
Edelweiss US Value Equity Offshore Fund Direct Growth
NA
19.28%
10.56%
₹140.27 Cr
Edelweiss Arbitrage Fund Direct Growth
NA
8.36%
7.18%
₹12199.21 Cr
Edelweiss Government Securities Fund Direct Growth
5
11.25%
6.94%
₹178.13 Cr
Edelweiss ASEAN Equity Off Shore Fund Direct Plan Growth Option
NA
16.10%
6.94%
₹94.59 Cr
BHARAT Bond ETF FOF - April 2032 Direct Growth
NA
9.44%
6.80%
₹4568.48 Cr
Mutual fund name
Edelweiss Mutual Fund
Asset Management Company Name
Edelweiss Asset Management Limited
AMC Setup Date
30 April 2008
AMC Incorporation Date
23 August 2007
Sponsor Name
Edelweiss Financial Services Limited
Trustee Organisation
Edelweiss Trusteeship Company Limited
CIO
Mr Trideep Bhattarcharya (Equity) and Mr Dhawala Dalal (Debt)
MD & CEO
Ms Radhika Gupta
Compliance Officer
Mr Jehzeel Master
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Mr. Harshad Patwardhan
Mr. Harshad Patwardhan is the Chief Investment Officer for Equities at Edelweiss Asset Management, bringing nearly 25 years of experience in the industry across various roles. Before joining Edelweiss, Mr. Patwardhan was an Executive Director and Head of Equities at JP Morgan Asset Management India. He became the CIO when Edelweiss acquired JP Morgan's schemes in 2016. Prior to his time at JP Morgan, he held senior Research Analyst positions at several multinational brokerage firms. Mr. Patwardhan holds a B.Tech degree from IIT-Bombay (1991 batch) and an MBA in Finance from IIM-Lucknow. He is also a CFA Charterholder from the CFA Institute.
Mr. Dhawal Dalal
With over 20 years of experience in the industry, Mr. Dhawal Dalal is the Chief Investment Officer for Debt at Edelweiss Asset Management. Mr. Dalal started his career in 1996 as a Research Associate at Merrill Lynch Asset Management. In 1998, he moved to DSP BlackRock Mutual Fund, where he spent 18 years and eventually became the Executive Vice President and Head of Fixed Income. During his tenure at DSP BlackRock, he managed assets worth $250 billion for clients. He left the company in 2016 to join Edelweiss. Mr. Dalal was also a member of the AMFI Val Com, where he contributed to shaping some of the most significant industry regulations.
Mr. Nalin Moniz
Mr. Nalin Moniz is the Chief Investment Officer for Alternative Equities at Edelweiss Asset Management. He graduated from the prestigious Jerome Fisher Program in Management and Technology at the University of Pennsylvania, earning joint degrees in Computer Science from the Moore School and Economics from the Wharton School. An entrepreneur at heart, Mr. Moniz began his career as a Portfolio Manager at Goldman Sachs Asset Management. After nearly four years, he left to start his own alternative asset management firm, Forefront Capital Management, in India. Despite being a start-up with minimal corporate backing, the firm performed exceptionally well, which led to its acquisition by Edelweiss in 2014. Mr. Moniz was retained as their CIO for Alternative Equities.
Mr. Pranav Parikh
Mr. Pranav Parikh is the Chief Investment Officer for Private Equity at Edelweiss Asset Management, with nearly 20 years of experience in both the Indian and American markets. He is one of the few fund managers who delivered positive returns during two of the most challenging economic cycles—the dot-com bubble burst between 1999 and 2003, and the 2008 global financial crisis. During the dot-com crash, he was a Portfolio Manager at Q Investments in Texas, and later served as the Managing Director for the Indian arm of the same company during the global financial crisis.
Mr. Gautam Kaul
Mr. Gautam Kaul is the designated Fund Manager for Fixed Income at Edelweiss Asset Management, bringing nearly two decades of experience in fund management with leading AMCs. An MBA in Finance from Savitribai Phule Pune University, Mr. Kaul started his career in 2001 at Mata Securities. He then moved to Sahara India Mutual Fund, where he worked for a year before joining Lotus India Asset Management Company. After two years, he continued his career at Religare Asset Management Company and later at IDBI Asset Management Ltd., where he served as a Fund Manager for nearly seven years.
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