Edelweiss Mutual Fund – Review, Fund managers, Investment Process, KYC, Fees & more
Last Updated Date: Nov 16, 2022Edelweiss Mutual Fund AMC is a financial services conglomerate of India.
Edelweiss is present across domestic as well as global geographies. Their central focus is on the needs of their customers.
So there services are available at each financial stage of the customer so that they can help their customers, create, grow, and protect their wealth.
Besides, they also attempt to offer the most appropriate financial solutions to them.
About Edelweiss Mutual Fund
Edelweiss asset management is the face behind Edelweiss mutual fund which was set up in 2008.
They manage Edelweiss mutual fund which is famed as one of the most dynamic mutual fund houses in the country.
This fund house is known to have Rs.12,000 crores in assets under management. The product site of the Edelweiss mutual fund incorporates the whole risk spectrum.
Their main focus is to provide the best opportunity for investment growth in Indian as well as the global asset classes.
They ensure that the investors associated with them get the simple truth to label products as well as solutions.
Their central business is heavily dependent on mutual funds that consist of various diversified and sector-specific funds, hybrid and monthly income funds, exchange-traded funds
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Why Invest in Edelweiss AMC?
At Edelweiss AMC, one receives a wide range of portfolio diversification. In this mutual fund, you make room to broaden the range of your investment by investing in various asset classes.
An individual can’t afford to invest in diverse sectors and a mutual fund provides you with this diversification. You can get exposed to a plethora of sectors via minimal investment.
The Edelweiss AMC offers transparency to its investors. It means that you can look at their mutual fund performance on their website.
Their performance is screened by notable publications and rating agencies.
They provide their investors with a wide range of offer schemes from over 40 fund house through one single platform.
And you are eligible to begin your investment in a mutual fund with a minimal investment, i.e. a minimum amount of Rs.500.
One striking feature of Edelweiss AMC is that their mutual fund provides Power STP. This feature is given to switch the schemes at the right time.
How to Invest with Edelweiss Mutual Funds?
You can complete the investment procedure of Edelweiss Mutual funds in both the online and offline mode.
Besides, if you are a beginner then the first thing to do is to carry out your customer procedure. This gives you the right to invest and can be easily done online.
If you prefer the online method, then visit the official website and fill up the essential details that the Edelweiss mutual funds require and then submit it.
This method is relatively convenient and the completion of the entire process will be done when you pay the amount for the investment.
They will ask you various kind of details like personal details and also to feed-in your bank-related details.
You need to fill up the investment details where you are asked the type of investment, scheme, and plan, SIP period, and amount.
After filling up each detail carefully, you need to make your payment. Remember this process can be done via both online and offline mode.
But if you prefer net banking, you will get a SIP registration reference number that is required by the bank.
Edelweiss AMC – Fund Managers
Mr. Bhavesh Jain is one of the fund managers of Edelweiss AMC. He has a decade long experience in the world of finance.
His role is to manage multiple funds which are a subfield of Risk-adjusted returns strategies besides ETFs.
Another fund manager, Mr. Bharat Lahoti has over 13 years of experience in the field of portfolio management and macro and sector research.
Mr. Hardik Varma has over 5 years of experience in this field of the financial market. He has the responsibility to devise a strategy for all the risk-adjusted investments.
Other Fund Manager, Mr. Harsh Kothari, has the role in Edelweiss AMC. He is there to regulate the fund performance and generate investment ideas and client interactions.
Mr. Pratil Dharmshi is another fund manager working with Edelweiss AMC. His primary role is to identify any fresh and new investment opportunities.
Besides, he is responsible for managing risks with a focus on investment returns.
Edelweiss Mutual Fund – Key Personnel
Ms. Radhika Gupta is one of the key personnel of Edelweiss mutual funds. Her priority is on helping to build brand Edelweiss AMC into an innovative asset manager.
Mr. Karan Dutta also holds a key position in Edelweiss mutual fund. He is also one of the directors in Edelweiss.
Mr. Manjit Singh has a notable career of over 40 years in the capital markets and banking industry.
Mr. Suresh Gurumani has major contributions in setting up multiple operations in his impeccable career as a Senior Business leader.
Mr. Hemand Daga has over more than a decade long experience in investment. He is currently holding the position of Deputy CEO for global health and asset management.
How to do a KYC Check for Edelweiss Mutual Fund?
SEBI has introduced the notion of a KYC registration agency for unified KYC in the securities market.
KYC check is essential for everyone that is individuals and non-individuals investing in Edelweiss mutual fund.
The investors need to go on the Edelweiss mutual fund website and create an investor account and fill out the essential details. Put your contact number which is linked with your aadhar card for OTP.
Then, in the online mode, you need to upload self-attested copies of your identity and address. If you are an NRI, then bring a passport copy along with overseas address proof.
The new investors need to have an In-person verification which is done by the Edelweiss mutual fund.
Documents Required to Invest in HDFC AMC
To invest in HDFC AMC, the investors need to comply with the KYC norms and procedures.
Then self-certified copies of an investor’s identity and address proof are needed. Also, if the permanent address and corresponding address differ, then proof for both the addresses is needed.
The KYC form gives out the list of authorized officials who can attest to the documents. So attestation of documents is required by any of the listed authorities.
If you are investing for the first time, then submission of PAN card details, bank account details, personal details, and nominee, and FATCA declarations is mandatory.
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Edelweiss Mutual Fund Fees or Charges
| Fund | Minimum Investment (Rs) | Entry Load (in % p.a.) | Exit Load (in % p.a.) | Fund Manager |
| BHARAT Bond FOF – April 2023 – Growth – Direct Plan | 1000 | NA | 0.10% | Dhawal Dalal |
| BHARAT Bond FOF – April 2025 – Growth – Direct Plan | 1000 | NA | 0.10% | Dhawal Dalal |
| BHARAT Bond FOF – April 2030 – Growth – Direct Plan | 1000 | NA | 0.10% | Dhawal Dalal |
| BHARAT Bond FOF – April 2031 – Growth – Direct Plan | 1000 | NA | 0.10% | Dhawal Dalal |
| Edelweiss Aggressive Hybrid Fund – Growth – Direct Plan | 5000 | NA | NA | Bharat Lahoti |
| Edelweiss Arbitrage Fund – Growth – Direct Plan | 5000 | NA | 0.50% | Bhavesh Jain |
| Edelweiss ASEAN Equity Off-Shore Fund – Growth – Direct Plan | 5000 | NA | 3% | Bhavesh Jain |
| Edelweiss Balanced Advantage Fund – Growth – Direct Plan | 5000 | NA | 1% | Bhavesh Jain |
| Edelweiss Banking and PSU Debt Fund – Growth – Direct Plan | 5000 | NA | 1.50% | Gautam Kaul |
| Edelweiss Corporate Bond Fund – Growth – Direct Plan | 5000 | NA | 1.50% | Dhawal Dalal |
Edelweiss mutual fund provides stock trading account and Demat account services. The customer’s associated need to pay the fees while trading.
Firstly, the yearly fee for the Demat account annual maintenance charge AMC is Rs.500, though the first year remains free. Customers also need to pay a brokerage fee of Rs.10 at all segments.
In their elite plan, they charge 0.30% for Delivery, and 0.03% for equity intraday and futures. Moreover, the arbitrage funds are charged like equity funds.
Best Performing Edelweiss Mutual Fund
| Fund Name | Category | Risk | 1Y Returns | Fund Size (in Cr) |
| Edelweiss Government Securities Fund | Debt | Moderate | 14.10% | Rs. 75 |
| Edelweiss Dynamic Bond Fund | Debt | Moderately Low | 7.50% | Rs. 149 |
| Edelweiss Equity Savings Fund | Hybrid | Moderately High | 11.90% | Rs. 80 |
| Edelweiss Arbitrage Fund | Hybrid | Moderately Low | 5.20% | Rs. 3,180 |
| Edelweiss Balanced Advantage Fund | Hybrid | Moderately High | 20.50% | Rs. 1,924 |
| Edelweiss Large Cap Fund | Equity | Moderately High | 12.90% | Rs. 207 |
| Edelweiss Liquid Fund | Debt | Low | 4.40% | Rs. 1,113 |
| Edelweiss Small Cap Fund | Equity | High | 20.50% | Rs. 530 |
| Edelweiss US Value Equity Offshore Fund | Others | High | 5.50% | Rs. 49 |
| Edelweiss Large & Mid Cap Fund | Equity | Moderately High | 13.30% | Rs. 579 |
Details of Best Edelweiss AMC Funds
The main objective of the Edelweiss arbitrage fund is to generate income. They do so by investing in arbitrage opportunities in the cash and derivative segments of the equity markets.
Their net assets in crore are Rs.3,180. Their risk factor is moderately low.
The objective of the Edelweiss Large and mid-cap fund is to generate long term capital appreciation.
It is done from a wide range of portfolios of large-cap and mid-cap equity securities. Their net asset in chore is Rs.579.
The primary goal of the Edelweiss Balanced Advantage Fund is to achieve absolute returns over a longer period and with low volatility. Their net asset in Crores is Rs.1,924.
Edelweiss large-cap fund’s primary goal is to generate long-term capital appreciation from a portfolio that includes equity-related securities of the top 100 largest corporations by market capitalization listed in India. Their net asset in crores is Rs.207.
Edelweiss government securities fund risk rate is moderate and has a net asset in crore is Rs.75.
Edelweiss US value equity offshore fund mainly invests in shares of foreign companies. You can expect gains that beat the inflation rate if you invest for 5 years or more.
Edelweiss dynamic bond fund invests in money-market instruments. Also, Edelweiss equity savings fund invests about a third of your money in equity shares, bonds, and arbitrage opportunities.
Edelweiss liquid fund invests in bonds that have a maturity of up to 3 months. They invest in high quality fixed income securities. Their primary objective is to create low risks with liquidity.
Edelweiss small-cap fund is for investors who are looking for high returns. They must also be investing money for 3-4 years.
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Top 10 Edelweiss AMC
| Fund | 1-Year Return | 3-Year Return | 5-Year Return |
| BHARAT Bond FOF – April 2023 – Growth – Direct Plan | 0.27% | 2.46% | N.A% |
| BHARAT Bond FOF – April 2025 – Growth – Direct Plan | 0.28% | 3.09% | N.A% |
| BHARAT Bond FOF – April 2030 – Growth – Direct Plan | 0.06% | 2.54% | N.A% |
| BHARAT Bond FOF – April 2031 – Growth – Direct Plan | 0.07% | 2.40% | N.A% |
| Edelweiss Aggressive Hybrid Fund – Growth – Direct Plan | 3.25% | 14.39% | 8.45% |
| Edelweiss Arbitrage Fund – Growth – Direct Plan | 0.29% | 0.80% | 4.47% |
| Edelweiss ASEAN Equity Off-Shore Fund – Growth – Direct Plan | 2.01% | 19.62% | 3.37% |
| Edelweiss Balanced Advantage Fund – Growth – Direct Plan | 3.03% | 10.50% | 18.80% |
| Edelweiss Banking and PSU Debt Fund – Growth – Direct Plan | 0.04% | 2.21% | 12.73% |
| Edelweiss Corporate Bond Fund – Growth – Direct Plan | 0.26% | 1.23% | 2.74% |
Details of Top 10 Edelweiss Mutual Funds
BHARAT Bond FOF – April 2023 – Growth – Direct Plan came into the market on 27 December 2019 with 10.77% of return since launch.
BHARAT Bond FOF – April 2025 – Growth – Direct Plan came into the market on 24 July 2020 with 2.35% of return since launch.
Now, BHARAT Bond FOF – April 2030 – Growth – Direct Plan came into the market on 27 December 2019 as well with 12.87% of return since launch.
BHARAT Bond FOF – April 2031 – Growth – Direct Plan came into the market on 24 July 2020 as well with 1.72% of return since launch.
Edelweiss Aggressive Hybrid Fund – Growth – Direct Plan came into the market on 7 January 2013 with a 12.14% of return since launch.
Also, Edelweiss Arbitrage Fund – Growth – Direct Plan came into the market on 27 June 2014 with a 7.05% of return since launch.
Edelweiss ASEAN Equity Off-Shore Fund – Growth – Direct Plan came into the market on 1 January 2013 with a 6.83% return since launch.
Edelweiss Balanced Advantage Fund – Growth – Direct Plan came into the market on 1 January 2013 as well with a 12.51% return since launch.
Also, Edelweiss Banking and PSU Debt Fund – Growth – Direct Plan came into the market on 13 September 2013 with a 9.56% return since launch.
Edelweiss Corporate Bond Fund – Growth – Direct Plan came into the market on 22 September 2014 with a 5.08% return since launch.
Best Edelweiss Mutual Fund – Portfolio
| Fund | Market Value (in Cr.) | Net Assst (in Cr.) | Rating |
| Edelweiss Low Duration Fund – Growth – Direct Plan | 5002.24 | 296742 | AAA |
| Edelweiss Money Market Fund – Growth – Direct Plan | 4083.87 | 39716 | AAA |
Edelweiss low duration funds invest in a bond that matures in six months to a year.
They can be beneficial because they aim to earn slightly better returns than any other bank account or a short duration fixed deposit can.
It is also advised by many people because the risk of incurring a loss in these funds is negligible. But one of the concerning things is that they do not guarantee returns or safety of capital.
Edelweiss Money Market Fund invests in a bond that matures in one year. They also aim to earn better returns than what you can get in a bank account or a short duration fixed deposit.
The risk of incurring a loss in these funds is less but for a certain period. They also do not guarantee returns or safety of capital, which concerns many people.
Both these funds go on sale after 3 years from the date of investment, after providing the benefit of inflation gains at the tax rate of 20%.
If the funds are on sale before this time duration then the entire amount is for the investors and taxes would be according to the slab rate.
Edelweiss Mutual Fund Schemes NAV
| Fund | 52 Week High (Rs.) | 52 Week Low (Rs.) |
| BHARAT Bond FOF – April 2023 – Growth – Direct Plan | 11.07 | 9.86 |
| BHARAT Bond FOF – April 2025 – Growth – Direct Plan | 10.25 | 9.86 |
| BHARAT Bond FOF – April 2030 – Growth – Direct Plan | 11.29 | 9.92 |
| BHARAT Bond FOF – April 2031 – Growth – Direct Plan | 10.17 | 9.7 |
| Edelweiss Aggressive Hybrid Fund – Growth – Direct Plan | 31.84 | 20.62 |
| Edelweiss Aggressive Hybrid Fund – Growth – Direct Plan | 31.84 | 20.62 |
| Edelweiss Arbitrage Fund – Growth – Direct Plan | 15.57 | 14.8 |
| Edelweiss ASEAN Equity Off-Shore Fund – Growth – Direct Plan | 24.56 | 14.96 |
| Edelweiss ASEAN Equity Off-Shore Fund – Growth – Direct Plan | 24.56 | 14.96 |
| Edelweiss Balanced Advantage Fund – Growth – Direct Plan | 32.06 | 22.51 |
NAV of Top Edelweiss Funds
BHARAT Bond FOF – April 2023 scheme aims to get returns by investing in units of BHARAT bond ETF – April 2023.
It is currently under Gautam Kaul and Dhawal Dalal, the fund managers. Its AUM is Rs.820.28 Crores. Latest NAV declared is Rs.11.093. The minimum SIP for investing in this scheme is Rs.500.
BHARAT Bond FOF – April 2025 scheme aims to get returns by investing in units of BHARAT bond ETF – April 2025. It is also under the control of the fund managers, Gautam Kaul and Dhawal Dalal.
Its AUM is Rs.976.10 Crores. Latest NAV declared is Rs.10.235. The Minimum SIP for investing in this scheme is Rs.500 as well.
BHARAT Bond FOF – April 2030 scheme aims to get returns by investing in units of BHARAT bond ETF – April 2030. The same fund managers are currently managing it.
Its AUM is Rs.1652.84 Crores. Latest NAV was declared that is Rs.11.305. A minimum amount of SIP remains the same as others.
BHARAT Bond FOF – April 2031 scheme aims to get returns by investing in units of BHARAT bond ETF – April 2031. It is managed by the fund managers as well.
Its AUM is Rs.1204.24 Crores. Latest NAV declared if Rs.10.172. The minimum SIP to pay for this scheme is Rs.500 as well.
Edelweiss Aggressive Hybrid Fund scheme aims to get long term growth of current income as well as capital through a portfolio investing predominantly in equity related instruments and the balance in debt and money in market securities.
The fund managers, Gautam Kaul, Hardik Verma, and Bharat Lahoti have it under control. With an AUM of Rs.20.30 crore, NAV as Rs.32.390, it requires Rs.500 as minimum SIP.
Edelweiss AMC Customer Care Details
| Edelweiss Mutual Fund Customer Care | |
| Address of AMC | Edelweiss House Off. C.S.T Road, Kalina, Mumbai – 400 098 |
| Telephone Number | (022) 40933400 |
| Fax Number | (022) 40933401 |
| EMFHelp@edelweissfin.com | |
They have wonderful customer service and provide online FAQs for any common issues of the investors. Besides, the investors can reach them via call on their toll-free number.
They can also email their support and branch office. Everyone working in these areas can offer constant assistance to them during their office hours.
Edelweiss Mutual Fund – Important links
| Website | www.edelweissmf.com |
| Edelweiss Mutual Fund Login | https://online.edelweissmf.com/ |
| Edelweiss Mutual Fund App | https://play.google.com/store/apps/details?id=com.Edelweiss.FPD.edelweiss_client_app&hl=en_IN&gl=US |
| Facebook Link | https://www.facebook.com/edelweissfinancialservicesltd/ |
| Twitter Link | https://twitter.com/edelweissmf?lang=en |
| Youtube Link | NA |
| linkedIn Link | https://in.linkedin.com/company/edelweissfin |
Edelweiss Mutual Fund AMC – Conclusion
Edelweiss Mutual fund has had an impeccable growth rate in recent decades and it is constantly expanding its horizon.
They had initially started as an authentic investment bank. But today, they have spread their wings across different areas of finance both in the local as well as the global market.
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