The table below shows Edelweiss Mutual Fund based on AUM, NAV and Minimum SIP.
| Name | AUM Cr. | NAV Rs. | Minimum SIP Rs. |
| Edelweiss Balanced Advantage Fund | 12399.09 | 57.04 | 100.00 |
| Edelweiss Arbitrage Fund | 12304.73 | 19.69 | 100.00 |
| Edelweiss Nifty PSU Bond Plus SDL Apr 2026 50:50 Index Fund | 8714.52 | 12.35 | 100.00 |
| Edelweiss Mid Cap Fund | 7400.59 | 114.66 | 100.00 |
| Edelweiss Liquid Fund | 5046.32 | 3236.26 | 100.00 |
| Edelweiss Small Cap Fund | 4141.50 | 49.71 | 100.00 |
| Edelweiss Large & Mid Cap Fund | 3655.14 | 101.90 | 100.00 |
| Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund | 3036.07 | 11.76 | 100.00 |
| Edelweiss Multi Cap Fund | 2396.22 | 15.71 | 100.00 |
| Edelweiss Flexi Cap Fund | 2340.48 | 44.74 | 100.00 |
Content:
- Introduction To Edelweiss Mutual Fund
- Edelweiss Balanced Advantage Fund
- Edelweiss Arbitrage Fund
- Edelweiss Nifty PSU Bond Plus SDL Apr 2026 50:50 Index Fund
- Edelweiss Mid Cap Fund
- Edelweiss Liquid Fund
- Edelweiss Small Cap Fund
- Edelweiss Large & Mid Cap Fund
- Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund
- Edelweiss Multi Cap Fund
- Edelweiss Flexi Cap Fund
- What is an Edelweiss Mutual Fund?
- Edelweiss Mutual Fund AMC Details
- Edelweiss Mutual Fund History
- Edelweiss Mutual Fund Managers
- Edelweiss Mutual Fund Portfolio
- Types of Mutual Funds Offered in Edelweiss Mutual Fund
- Best Edelweiss Mutual Fund Based On Expense Ratio
- Top performing Edelweiss Mutual Fund To Invest In Based On 3Y CAGR.
- Edelweiss Mutual Fund List Based On Exit Load
- Edelweiss Mutual Fund Returns
- Factors To Consider When Investing In Edelweiss Mutual Fund
- Features Of The Edelweiss Mutual Fund
- Benefits Of Edelweiss Mutual Fund
- Risks Of Investing In Top Performing Edelweiss Mutual Fund
- How To Invest In Edelweiss Mutual Fund?
- Documents Required To Invest in Edelweiss Mutual Fund
- Edelweiss Mutual Fund NAV
- Taxation On Edelweiss Mutual Fund
- Future of Edelweiss Mutual Fund
- Top 10 Edelweiss Mutual Funds to Invest In India
- FAQs – Edelweiss Mutual Fund
Introduction To Edelweiss Mutual Fund
Edelweiss Balanced Advantage Fund
Edelweiss Balanced Advantage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008.
Edelweiss Balanced Advantage Fund is a Dynamic Asset Allocation Fund with an AUM of ₹12,399.09 Crores, a 5-year CAGR of 18.17% and an expense ratio of 0.51%, with an exit load of 1%. The fund allocates 69.6% to equity, 12.7% to debt and 17.4% to cash, balancing growth potential with stability and liquidity through a diversified asset mix.
Edelweiss Arbitrage Fund
Edelweiss Arbitrage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008.
Edelweiss Arbitrage Fund is an Arbitrage Fund with an AUM of ₹12,304.73 Crores, a 5-year CAGR of 6.13% and an expense ratio of 0.39%, with an exit load of 0.1%. The fund’s asset allocation includes 26.3% debt and 73.7% cash, with no equity exposure, focusing on liquidity and fixed-income stability.
Edelweiss Nifty PSU Bond Plus SDL Apr 2026 50:50 Index Fund
Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund Direct Growth is a Debt Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008.
Edelweiss Nifty PSU Bond Plus SDL Apr 2026 50:50 Index Fund is a Corporate Bond Fund with an AUM of ₹8,714.52 Crores, a 5-year CAGR of 0% and an expense ratio of 0.20%, with an exit load of 0.1%. The fund allocates 97.3% to debt and 2.3% to cash, with no equity investments, prioritizing fixed-income stability and short-term liquidity.
Edelweiss Mid Cap Fund
Edelweiss Mid Cap Direct Plan-Growth is an Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008.
Edelweiss Mid Cap Fund is a Mid Cap Fund with an AUM of ₹7,400.59 Crores, a 5-year CAGR of 33.35% and an expense ratio of 0.38%, with an exit load of 1%. The fund’s allocation consists of 97.1% equity and 2.9% debt, with no cash, emphasizing a growth-oriented investment strategy with minimal debt exposure.
Edelweiss Liquid Fund
Edelweiss Liquid Direct Growth is a Debt Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008.
Edelweiss Liquid Fund is a Liquid Fund with an AUM of ₹5,046.32 Crores, a 5-year CAGR of 5.40% and an expense ratio of 0.08%, with an exit load of 0.006%. The fund is entirely allocated to debt at 100%, with no equity or cash exposure, offering a focus on fixed-income securities for conservative investors.
Edelweiss Small Cap Fund
Edelweiss Small Cap Fund Direct Growth is an Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008.
Edelweiss Small Cap Fund is a Small Cap Fund with an AUM of ₹4,141.50 Crores, a 5-year CAGR of 36.27% and an expense ratio of 0.40%, with an exit load of 1%. The fund allocates 97% to equity and 3% to debt, with no cash, focusing primarily on equity growth with minimal debt for added stability.
Edelweiss Large & Mid Cap Fund
Edelweiss Large & Mid Cap Direct Plan-Growth is an Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008.
Edelweiss Large & Mid Cap Fund is a Large & Mid Cap Fund with an AUM of ₹3,655.14 Crores, a 5-year CAGR of 25.30% and an expense ratio of 0.45%, with an exit load of 1%. The fund’s asset allocation consists of 97.7% equity and 2.3% debt, emphasizing a growth-oriented strategy with a small debt component for stability.
Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund
Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 Index Direct-Growth is a Debt Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008.
Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund is a Corporate Bond Fund with an AUM of ₹3,036.07 Crores, a 5-year CAGR of 0% and an expense ratio of 0.20%, with an exit load of 0.15%. The fund allocates 97.8% to debt and 2.2% to cash, with no equity exposure, prioritizing fixed-income investments with a focus on liquidity.
Edelweiss Multi Cap Fund
Edelweiss Multi Cap Fund Direct Growth is an Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008.
Edelweiss Multi Cap Fund is a Multi Cap Fund with an AUM of ₹2,396.22 Crores, a 5-year CAGR of 0% and an expense ratio of 0.33%, with an exit load of 1%. The fund’s allocation includes 98.2% equity and 1.8% debt, with no cash, focusing on aggressive equity growth with minimal debt exposure.
Edelweiss Flexi Cap Fund
Edelweiss Flexi Cap Fund Direct Growth is an Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008.
Edelweiss Flexi Cap Fund is a Flexi Cap Fund with an AUM of ₹2,340.48 Crores, a 5-year CAGR of 24.74% and an expense ratio of 0.46%, with an exit load of 1%. The fund allocates 97.4% to equity and 2.6% to debt, with no cash, prioritizing equity investments with a small debt portion for risk management.
What is an Edelweiss Mutual Fund?
Edelweiss Mutual Fund is a part of Edelweiss Asset Management Limited, offering a diverse range of mutual fund schemes. These include equity, debt and hybrid funds that cater to various investor needs and risk profiles, ensuring effective wealth-building solutions.
The funds are managed by experienced professionals, providing both active and passive investment options. Edelweiss Mutual Fund aims to meet different financial goals by leveraging market opportunities and delivering consistent returns through a transparent and customer-focused approach.
Edelweiss Mutual Fund AMC Details
Edelweiss Asset Management Limited is a part of the Edelweiss Group, known for offering quality financial services in India. The AMC offers mutual funds that cater to different investor needs, ensuring the availability of options for short-term and long-term goals.
The AMC focuses on building diversified investment portfolios managed by experts in equity, debt and hybrid funds. Edelweiss Mutual Fund prioritizes transparency and performance, making it an attractive choice for both retail and institutional investors seeking optimal returns.
Edelweiss Mutual Fund History
Edelweiss Mutual Fund was established by the Edelweiss Group, a diversified financial services company in India, to provide investment opportunities across various market segments. The group’s vision was to cater to investors with diverse risk profiles and financial goals.
Since its inception, Edelweiss Mutual Fund has grown its offerings, focusing on providing innovative products. It introduced equity, debt, hybrid and thematic funds to serve both conservative and aggressive investors while staying ahead of market trends and demands.
Edelweiss AMC also acquired some of the schemes of JP Morgan Mutual Fund, expanding its market reach and product portfolio. The acquisition helped in gaining a larger investor base and enhancing its capabilities in fund management and financial advisory.
Today, Edelweiss Mutual Fund is recognized for delivering consistent returns and offering well-researched investment products. It continues to innovate and expand its product range, ensuring that investors have diverse and high-quality options to meet their financial objectives.
Edelweiss Mutual Fund Managers
- Bhavesh Jain: Bhavesh Jain manages Edelweiss equity and hybrid schemes, specializing in stock selection and portfolio management. He leverages his market knowledge to identify growth opportunities and maximize investor returns.
- Dhawal Dalal: Dhawal Dalal is a fixed-income specialist at Edelweiss Mutual Fund, responsible for managing debt portfolios. With over two decades of experience, he focuses on optimizing risk-adjusted returns for bond investors.
- Nitin Jain: Nitin Jain manages Edelweiss’s equity funds, specializing in mid-cap and large-cap stocks. His expertise in identifying value-driven investments has helped generate consistent returns across diverse market cycles.
- Pankaj Jain: Pankaj Jain is a fund manager overseeing debt strategies at Edelweiss. His experience in fixed-income investments allows him to manage portfolios focusing on risk mitigation and capital appreciation.
- Harshal Joshi: Harshal Joshi manages hybrid and asset allocation funds at Edelweiss Mutual Fund. He brings expertise in multi-asset strategies, focusing on balancing risk and growth to deliver consistent returns for investors.
Edelweiss Mutual Fund Portfolio
Edelweiss Mutual Fund Portfolio offers a wide range of equity, debt and hybrid funds, catering to varying investor preferences. Their equity funds focus on growth opportunities, while debt funds aim for capital preservation and steady income, ensuring a balanced portfolio approach.
The portfolio also includes sector-specific and alternative investment funds, providing diversification across multiple asset classes. Edelweiss emphasizes active management and risk mitigation, aiming to deliver consistent returns and meet the financial goals of both conservative and aggressive investors.
Types of Mutual Funds Offered in Edelweiss Mutual Fund
- Equity Funds: Edelweiss Mutual Fund offers equity funds that invest primarily in stocks. These funds aim for long-term capital appreciation and are suitable for investors with a higher risk appetite looking for growth opportunities.
- Debt Funds: Edelweiss debt funds invest in fixed-income securities such as government bonds, corporate bonds and money market instruments. These funds are ideal for conservative investors seeking regular income with lower risk.
- Hybrid Funds: Hybrid funds from Edelweiss invest in a combination of equity and debt, providing balanced risk and return. These funds are suitable for investors looking for moderate growth with relatively lower risk than pure equity funds.
- International Funds: Edelweiss also offers international funds, allowing investors to gain exposure to global markets. These funds help in portfolio diversification and provide an opportunity to benefit from international growth prospects.
Best Edelweiss Mutual Fund Based On Expense Ratio
The table below shows the Best Edelweiss Mutual Fund Based On Expense Ratio and Minimum SIP.
| Name | Expense Ratio % | Minimum SIP Rs. |
| Edelweiss Nifty 50 Index Fund | 0.05 | 100.00 |
| Edelweiss Liquid Fund | 0.08 | 100.00 |
| Edelweiss Nifty Next 50 Index Fund | 0.09 | 100.00 |
| Edelweiss Overnight Fund | 0.11 | 100.00 |
| Edelweiss NIFTY Large Mid Cap 250 Index Fund | 0.14 | 100.00 |
| Edelweiss Nifty Smallcap 250 Index Fund | 0.14 | 100.00 |
| Edelweiss Nifty 100 Quality 30 Index Fund | 0.14 | 100.00 |
| Edelweiss Money Market Fund | 0.16 | 100.00 |
| Edelweiss Nifty PSU Bond Plus SDL Apr 2026 50:50 Index Fund | 0.20 | 100.00 |
| Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund | 0.20 | 100.00 |
Top performing Edelweiss Mutual Fund To Invest In Based On 3Y CAGR.
The table below shows the top-performing Edelweiss Mutual Fund To Invest In Based On 3Y CAGR and Minimum SIP.
| Name | CAGR 3Y % | Minimum SIP Rs. |
| Edelweiss Mid Cap Fund | 27.23 | 100.00 |
| Edelweiss Small Cap Fund | 26.23 | 100.00 |
| Edelweiss Flexi Cap Fund | 21.39 | 100.00 |
| Edelweiss Aggressive Hybrid Fund | 20.42 | 100.00 |
| Edelweiss Large & Mid Cap Fund | 20.34 | 100.00 |
| Edelweiss ELSS Tax saver Fund | 18.54 | 500.00 |
| Edelweiss Large Cap Fund | 17.58 | 100.00 |
| Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund | 16.40 | 100.00 |
| Edelweiss Balanced Advantage Fund | 13.52 | 100.00 |
| Edelweiss Recently Listed IPO Fund | 12.17 | 100.00 |
Edelweiss Mutual Fund List Based On Exit Load
The table below shows the Edelweiss Mutual Fund List Based On Exit Load.
| Name | AMC | Exit Load % |
| Edelweiss Liquid Fund | Edelweiss Asset Management Limited | 0.01 |
| Edelweiss Nifty PSU Bond Plus SDL Apr 2026 50:50 Index Fund | Edelweiss Asset Management Limited | 0.10 |
| Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund | Edelweiss Asset Management Limited | 0.10 |
| Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund | Edelweiss Asset Management Limited | 0.10 |
| Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Index Fund | Edelweiss Asset Management Limited | 0.10 |
| Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund | Edelweiss Asset Management Limited | 0.10 |
| Edelweiss Gold and Silver ETF FoF | Edelweiss Asset Management Limited | 0.10 |
| Edelweiss Nifty Alpha Low Volatility 30 Index Fund | Edelweiss Asset Management Limited | 0.10 |
| Edelweiss Arbitrage Fund | Edelweiss Asset Management Limited | 0.10 |
| Edelweiss Multi Asset Allocation Fund | Edelweiss Asset Management Limited | 0.10 |
Edelweiss Mutual Fund Returns
The table below shows Edelweiss Mutual Fund Returns based on 1Y CAGR.
| Name | Absolute Returns – 1Y % |
| Edelweiss Nifty Next 50 Index Fund | 67.85 |
| Edelweiss Mid Cap Fund | 60.20 |
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund | 57.92 |
| Edelweiss Flexi Cap Fund | 51.13 |
| Edelweiss Nifty Smallcap 250 Index Fund | 48.53 |
| Edelweiss Small Cap Fund | 44.73 |
| Edelweiss Large & Mid Cap Fund | 44.42 |
| Edelweiss Focused Fund | 44.27 |
| Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund | 43.06 |
| Edelweiss ELSS Tax saver Fund | 42.41 |
Factors To Consider When Investing In Edelweiss Mutual Fund
The main factors to consider when investing in Edelweiss Mutual Fund include assessing risk tolerance, fund expenses, investment objectives and past performance. Understanding these factors helps investors make informed decisions aligned with their financial goals.
- Risk Tolerance: Investors should understand their risk appetite. Edelweiss offers different funds with varying risk levels, including equity funds with higher risk and debt funds for a more conservative approach, ensuring there’s a suitable option for every investor.
- Expense Ratio: Compare the expense ratio of Edelweiss Mutual Funds with others. A lower expense ratio means more of the investor’s money is working for them, which can significantly impact returns, especially over the long term.
- Investment Objective: Align the fund’s objectives with your financial goals. Edelweiss Mutual Fund offers schemes for growth, income, or a balance of both, depending on whether an investor is looking for capital appreciation or regular income.
- Past Performance: Reviewing the past performance of Edelweiss Mutual Fund schemes helps gauge consistency. However, it’s essential to remember that past performance is not a guarantee of future returns, but a helpful indicator of fund management.
Features Of The Edelweiss Mutual Fund
The main features of Edelweiss Mutual Fund include a wide range of schemes, professional fund management, transparency and ease of investment. These features are tailored to meet various financial goals and offer a reliable investment experience.
- Wide Range of Schemes: Edelweiss Mutual Fund offers a wide variety of equity, debt and hybrid schemes, allowing investors to select based on risk appetite, time horizon and financial goals, providing flexibility in building a diversified portfolio.
- Professional Management: Funds are managed by experienced professionals who bring industry knowledge and in-depth research, ensuring optimal investment decisions that align with the investor’s needs, while managing risks effectively for better returns.
- Transparency: Edelweiss emphasizes transparency by providing regular updates on fund holdings, performance and expense ratios. This ensures that investors have a clear understanding of how their investments are managed and their progress over time.
- Ease of Investment: Edelweiss Mutual Fund ensures easy investment options through online portals, physical branches and apps. The process is user-friendly, allowing investors to invest, track and redeem units conveniently at any time.
Benefits Of Edelweiss Mutual Fund
The main benefits of Edelweiss Mutual Fund include diversification, potential wealth growth, professional fund management and tax efficiency. These benefits cater to different financial goals and risk appetites, offering long-term opportunities for investors.
- Diversification: Edelweiss Mutual Fund offers diversified investment options across different asset classes and sectors, reducing the risk associated with market fluctuations and allowing for a balanced portfolio suitable for various financial goals.
- Potential Wealth Growth: The equity and hybrid schemes from Edelweiss Mutual Fund aim at long-term capital appreciation, providing investors with opportunities to grow their wealth by leveraging market movements and sector-specific growth.
- Professional Expertise: Managed by skilled fund managers, Edelweiss Mutual Fund utilizes market research, data analysis and trends to make informed investment decisions, enhancing the likelihood of favourable returns and minimizing risks for investors.
- Tax Efficiency: Investment in Edelweiss Mutual Funds, especially Equity Linked Savings Schemes (ELSS), offers tax benefits under Section 80C. Additionally, capital gains are taxed at preferential rates, making it an attractive choice for tax-efficient investing.
Risks Of Investing In Top Performing Edelweiss Mutual Fund
The main risks of investing in top-performing Edelweiss Mutual Fund include market risk, interest rate risk, credit risk and liquidity risk. Understanding these risks is crucial for evaluating potential impacts on investment and aligning with your risk profile.
- Market Risk: Edelweiss equity funds are subject to market risk due to fluctuations in the stock market. Such volatility may affect the value of investments, resulting in potential losses during market downturns.
- Interest Rate Risk: Debt funds offered by Edelweiss may be affected by changes in interest rates. Rising interest rates can lead to a fall in bond prices, impacting the returns from debt schemes and resulting in interest rate risk.
- Credit Risk: Credit risk occurs when issuers of debt securities default on their obligations. Edelweiss Mutual Fund’s debt schemes may face credit risk if the creditworthiness of issuers declines, potentially leading to losses for investors.
- Liquidity Risk: During uncertain market conditions, liquidity risk may arise if Edelweiss Mutual Fund faces difficulty in selling its holdings. This can affect an investor’s ability to redeem units promptly, especially in stressed market scenarios.
How To Invest In Edelweiss Mutual Fund?
Invest in Edelweiss Mutual Fund by opening an account online or offline through Edelweiss AMC, intermediaries, or digital platforms. Investors can select their desired schemes, complete the KYC process and begin investing with ease.
Documents Required To Invest in Edelweiss Mutual Fund
- PAN Card
- Aadhaar Card or Address Proof (Voter ID, Passport)
- Bank Account Details (Canceled Cheque)
- Passport-sized Photographs
- KYC Compliance Documents
Edelweiss Mutual Fund NAV
The Net Asset Value (NAV) of Edelweiss Mutual Fund represents the per-unit value of the fund, calculated daily based on the value of underlying assets. NAV changes based on market conditions, helping investors assess the fund’s current performance.
Investors can use NAV to determine the buying or selling price of mutual fund units. Monitoring NAV is essential to track the value of their investment and make informed decisions about entering or exiting the fund based on performance.
Taxation On Edelweiss Mutual Fund
Taxation on Edelweiss Mutual Fund depends on the type of fund and holding period. Equity funds held for over a year are subject to a 10% long-term capital gains tax, while short-term gains attract a 15% tax.
For debt funds, long-term gains (after three years) are taxed at 20% with indexation benefits, while short-term gains are taxed according to the investor’s tax slab. ELSS investments provide tax benefits under Section 80C, adding value to investors.
Future of Edelweiss Mutual Fund
The future of Edelweiss Mutual Fund appears promising as it continues to innovate and expand its offerings to meet evolving investor needs. The AMC’s focus on providing diverse investment solutions ensures its relevance in a competitive financial market.
With ongoing product development and the adoption of technology-driven investment platforms, Edelweiss Mutual Fund is poised to deliver efficient, accessible and profitable investment solutions, attracting both retail and institutional investors for wealth creation and financial growth.
Top 10 Edelweiss Mutual Funds to Invest In India
| Name | CAGR 5Y % |
| Edelweiss Small Cap Fund | 36.27 |
| Edelweiss Mid Cap Fund | 33.35 |
| Edelweiss Large & Mid Cap Fund | 25.30 |
| Edelweiss Recently Listed IPO Fund | 25.02 |
| Edelweiss Flexi Cap Fund | 24.74 |
| Edelweiss Aggressive Hybrid Fund | 22.15 |
| Edelweiss ELSS Tax saver Fund | 22.01 |
| Edelweiss Large Cap Fund | 21.44 |
| Edelweiss Balanced Advantage Fund | 18.17 |
| Edelweiss US Value Equity Offshore Fund | 15.28 |
FAQs – Edelweiss Mutual Fund
Edelweiss Mutual Fund is an asset management company offering a variety of equity, debt and hybrid funds to cater to different investor needs, focusing on risk mitigation and consistent returns.
Edelweiss Mutual Fund offers 57 mutual fund schemes, including equity, debt, hybrid and thematic funds, providing investors with multiple options for portfolio diversification based on risk tolerance and financial goals.
Top Performing Funds of Edelweiss Mutual Fund # 1: Edelweiss Balanced Advantage Fund
Top Performing Funds of Edelweiss Mutual Fund # 2: Edelweiss Arbitrage Fund
Top Performing funds of Edelweiss Mutual Fund # 3: Edelweiss Nifty PSU Bond Plus SDL Apr 2026 50:50 Index Fund
Top Performing Funds of Edelweiss Mutual Fund # 4: Edelweiss Mid Cap Fund
Top Performing Funds of Edelweiss Mutual Fund # 5: Edelweiss Liquid Fund
Top Performing funds of Edelweiss Mutual Fund based on AUM.
The minimum investment for Edelweiss Mutual Fund is typically ₹100 for SIPs and ₹1,000 for lump-sum investments, depending on the specific fund and its requirements.
The SIP returns of Edelweiss Mutual Fund vary by scheme, with annualized returns ranging from 8% to 15%, depending on the market performance and the specific fund chosen by the investor.
To start an Edelweiss Mutual Fund SIP online with Alice Blue as the broker, log in to your Alice Blue account, complete the KYC process, select the Edelweiss fund and set up an auto-debit mandate for a systematic investment plan.
To increase the SIP amount in Edelweiss Mutual Fund, log in to your investment account or broker platform, select “modify SIP,” and update the desired monthly investment amount to reflect the increase.
To redeem Edelweiss Mutual Fund, log in to your investment account, select the fund, choose the redemption amount and initiate the request. The amount will be credited to your bank within 3-4 days.
Edelweiss Mutual Fund schemes are not entirely tax-free. Equity funds are subject to capital gains tax, while ELSS funds provide tax deductions under Section 80C of the Income Tax Act.
Investing in Edelweiss Mutual Funds can be suitable for long-term goals due to diverse fund offerings, experienced management and consistent performance, but it’s important to assess your risk tolerance.
Investments in Edelweiss Mutual Fund carry market risks like all mutual funds but are managed by experienced professionals aiming to provide optimized risk-adjusted returns for different investor needs.
Yes, NRIs can invest in Edelweiss Mutual Funds by completing the necessary KYC requirements and using NRE or NRO accounts to invest in the chosen mutual fund schemes.
Disclaimer: The above article is written for educational purposes and the companies’ data mentioned in the article may change with respect to time. The securities quoted are exemplary and are not recommendatory.
