Edelweiss Group is the parent company of Edelweiss Mutual Fund. Edelweiss Financial Services Limited is the trust that sponsors it. Edelweiss Asset Management Limited is the investment manager of EMF. Edelweiss Finance Ltd. was established in 1996; since then, it has been a key player in the financial marketplace. The company deals in providing asset management, investment banking, and insurance broking services to its clients. The firm has registered its presence in 19 states of India and it is headquartered in Mumbai. In 2008, Edelweiss got the green signal to set up its mutual fund house. The asset management company follows a process oriented approach, which ultimately helps investors reach their financial goal. The fund house offers a bouquet of mutual funds ranging across various categories like equity, debt and hybrid and invests in various market capitalization. This approach caters to the needs of all its customers with different investment styles.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Edelweiss Large Cap Direct Plan option | Large-Cap | Moderately High | 13.95 | 156.36 |
Edelweiss Long Term Equity Direct Plan | ELSS (Tax Savings) | Moderately High | 12.1 | 90.51 |
Edelweiss Large & Mid Fund - Direct Plan | Large & Mid- Cap | Moderately High | 11.99 | 398.9 |
Edelweiss Multi - Asset Allocation -Direct Plan | Multi Asset Allocation | Moderately High | 10.66 | 6.37 |
Edelweiss Mid Cap - Direct Plan | Mid-Cap | High | 10.55 | 885.58 |
Edelweiss Balanced Advantage Fund -Direct Plan | Dynamic Asset Allocation | Moderately High | 10.18 | 1366.34 |
Edelweiss Greater China Equity Off-shore Fund - Direct Plan | Global - Other | High | 9.66 | 73.47 |
Edelweiss Small Cap Fund Direct | Small-Cap | High | -1000 | 185.15 |
Edelweiss Mutual Fund AMC offers some of the best mutual fund schemes in India. Some of the top-performing mutual funds of Edelweiss Mutual Fund given below.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Edelweiss Arbitrage Fund Direct | Arbitrage Fund | Moderately Low | 6.99 | 3013.77 |
Edelweiss Mid Cap - Direct Plan | Mid-Cap | High | 10.55 | 885.58 |
Edelweiss Liquid Fund Direct | Liquid | Low | 7.29 | 3477.65 |
Edelweiss Mutual Fund targets to attain long-term capital appreciation by investing in the right equity securities, which can fetch good returns for its investors. In fact, most of its equity funds have been doing well in the market and has been giving consistent returns. Check out the list below to know which would suit your risk appetite.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Edelweiss Large Cap Direct Plan option | Large-Cap | Moderately High | 13.95 | 156.36 |
Edelweiss Long Term Equity Direct Plan | ELSS (Tax Savings) | Moderately High | 12.1 | 90.51 |
Edelweiss Large & Mid Fund - Direct Plan | Large & Mid- Cap | Moderately High | 11.99 | 398.9 |
Edelweiss Mid Cap - Direct Plan | Mid-Cap | High | 10.55 | 885.58 |
Edelweiss Greater China Equity Off-shore Fund - Direct Plan | Global - Other | High | 9.66 | 73.47 |
Hybrid Schemes or balanced schemes bridge the gap between equity and debt schemes. This category is characterized by a portfolio that is made up of a mix of equity stocks and bonds and will suit investors looking for debt plus returns with higher levels of risk than fixed income schemes.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Edelweiss Multi - Asset Allocation -Direct Plan | Multi Asset Allocation | Moderately High | 10.66 | 6.37 |
Edelweiss Balanced Advantage Fund -Direct Plan | Dynamic Asset Allocation | Moderately High | 10.18 | 1366.34 |
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