Edelweiss Asset Management Limited

Edelweiss Asset Management Limited

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.

List of Edelweiss Asset Management Limited in India

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

Key information about edelweiss mutual funds

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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How can you invest in edelweiss mutual funds Mutual Funds

To invest in edelweiss mutual funds Mutual Funds through the Lemonn App, you can follow these general steps:


Step 1 : Download the Lemonn App

If you haven't already, download the Lemonn App from the Google Play Store or Apple App Store.


Step 2 : Sign up / Log in

Sign up by providing your phone number and completing the basic registration process.

If you already have an account, simply log in.


Step 3 : Complete KYC

Before investing, ensure your KYC (Know Your Customer) verification is complete. Most mutual fund apps will guide you through this. You’ll need PAN, Aadhaar, and other necessary details.


Step 4 : Search for edelweiss mutual funds Mutual Funds

Once your KYC is done, search for the edelweiss mutual funds Mutual Fund schemes you're interested in by using the search bar.


Step 5 : Choose a Scheme

You will see a list of various funds under edelweiss mutual funds. Explore the options, check their performance, risk profile, and investment objectives.

Choose a scheme that aligns with your investment goals (e.g., equity, debt, hybrid funds).


Step 6 : Decide on the Investment Amount

You can either make a lump sum investment or set up a SIP (Systematic Investment Plan) to invest a fixed amount periodically.


Step 7 : Confirm the Investment

Enter the amount you wish to invest.

Review the details and confirm the payment method (Net Banking, UPI, etc.).

After making the payment, you will receive a confirmation of your investment.


Step 8 : Track Your Investment

You can track the performance of your edelweiss mutual funds Mutual Funds on the Lemonn App dashboard. It will show NAV, returns, and other key details.


If you need any assistance, the Lemonn App usually has customer support or chat options to help. Keep an eye on expenses like entry/exit loads and expense ratios to optimize returns!

Top Fund Managers

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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FAQs

1.Should I invest in an Edelweiss Mutual fund scheme?

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Whether you should invest in Edelweiss Mutual Funds or not depends on your goals. In addition to assessing their returns over several timelines, evaluate the schemes based on risk, volatility, returns, the fund manager’s experience, and your own return expectations and risk tolerance.

2.How to Start Edelweiss Mutual Fund SIP online?

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There are two ways to start Edelweiss Mutual Fund SIP. For a hassle-free investing experience, you can invest in Edelweiss Mutual Fund SIP online through the Lemonn app. Alternatively, you can start investing in Edelweiss Mutual Fund SIP online through Edelweiss Mutual Fund AMC official website.

3.How to redeem Edelweiss Mutual funds Online?

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There are two ways of doing this. You can initiate your redemption request by Lemonn app. Alternatively, you can also redeem your investments by visiting the Edelweiss Mutual Fund AMC website.

4.How much time does it take to redeem the Edelweiss Mutual funds?

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The proceeds of equity, debt, and conservative hybrid funds are generally transferred to your registered bank account within 2-4 working days of the withdrawal initiation. Redemption of liquid funds takes 1-2 working days.

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