About Edelweiss Mutual Fund
Edelweiss Mutual Fund was registered with SEBI in 2008 and began operations in 2009. It is one of the youngest mutual fund houses in India. The fund house is managed by Edelweiss Asset Management Ltd, which is part of the Edelweiss Group, a large financial services company in India. It is a 100% subsidiary of Edelweiss Financial Services, a listed company.
The company acquired Forefront Capital in 2014 and the India business of JP Morgan AMC in 2016. It was also the first fund house in India to launch a passive debt fund, the Bharat Bond ETF. As of Mar 31, 2026, the fund house had assets under management (AUM) of ₹1,89,707 crore.
- Edelweiss Mutual Fund offers around 67 mutual fund schemes. Out of these, 34 are equity schemes, 7 are hybrid, 23 are debt, and 13 fall under other categories.
- The AMC was the first to bring MSCI, one of the world’s leading index providers, to India.
- Its largest schemes by AUM are the BHARAT Bond ETF–April 2030, Edelweiss Arbitrage Fund, and BHARAT Bond ETF–April 2031, as of October 31, 2025.
- Edelweiss Mutual Fund has about 23.13 lakh investor accounts as of October 31, 2025.
| Fund Name | Category | Type | Fund Size (₹ Cr) | 1Y Return |
|---|---|---|---|---|
| Edelweiss Mid Cap Fund | Equity – Mid Cap | Growth | 16,849 | 7.05% |
| Edelweiss Small Cap Fund | Equity – Small Cap | Growth | 6,156 | 5.6% |
| Edelweiss Flexi Cap Fund | Equity – Flexi Cap | Growth | 3,374 | 2% |
| Edelweiss Large & Mid Cap Fund | Equity – Large & Mid | Growth | 4,557 | 3.3% |
| Edelweiss Multi Cap Fund | Equity – Multi Cap | Growth | 3,253 | 4% |
| Edelweiss Focused Fund | Equity – Focused | Growth | 1,008 | 1% |
| Edelweiss ELSS Tax Saver Fund | Equity – ELSS | Growth | 436 | 3.6% |
| Edelweiss Recently Listed IPO Fund | Equity – Thematic | Growth | 1,004 | 19.2% |
| Edelweiss Nifty Next 50 Index Fund | Equity – Index | Growth | 271 | 7.4% |
| Edelweiss Nifty Smallcap 250 Index Fund | Equity – Index | Growth | 233 | 1.8% |
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund | Equity – Index | Growth | 1,676 | 0.2% |
| Edelweiss Greater China Equity Offshore Fund | International – Equity | Growth | 3,251 | 51.3% |
| Edelweiss US Technology Equity Fund of Fund | International – Equity | Growth | 4,557 | 35.7% |
| Edelweiss Emerging Markets Opportunities Fund | International – Equity | Growth | 250 | 66.8% |
| Edelweiss Europe Dynamic Equity Offshore Fund | International – Equity | Growth | 251 | 27.8% |
| Edelweiss ASEAN Equity Offshore Fund | International – Equity | Growth | 151 | 23.9% |
| Edelweiss US Value Equity Offshore Fund | International – Equity | Growth | 224 | 34.5% |
| BHARAT Bond ETF – April 2030 | Debt – ETF | Passive | Large | NA |
| BHARAT Bond ETF – April 2031 | Debt – ETF | Passive | Large | NA |
| Edelweiss Arbitrage Fund | Hybrid – Arbitrage | Growth | Large | NA |
| Edelweiss Liquid Fund | Debt – Liquid | Growth/Dividend | Multiple | NA |
| Edelweiss Money Market Fund | Debt – Money Market | Growth/Dividend | Multiple | NA |
✅ Key Takeaways
- Total Schemes: ~67 across equity, debt, hybrid, and international categories.
- Flagship Products: BHARAT Bond ETFs, Edelweiss Mid Cap Fund, Edelweiss Arbitrage Fund.
- Global Exposure: Offshore funds investing in US, China, ASEAN, and Europe.
- Investor Base: Over 23 lakh accounts as of Oct 2025.
🌟 Key Milestones
- 2014: Acquired Forefront Capital.
- 2016: Took over the India business of JP Morgan AMC.
- Innovation: First in India to launch a passive debt fund — the BHARAT Bond ETF.
- Global Collaboration: Brought MSCI indices to India, expanding passive investment opportunities.
📊 Assets & Schemes
- AUM (Mar 31, 2026): ₹1,89,707 crore.
- Investor Accounts (Oct 31, 2025): 23.13 lakh.
- Scheme Mix (67 total):
- Equity schemes: 34
- Hybrid schemes: 7
- Debt schemes: 23
- Other categories: 13
📌 Top Schemes by AUM (Oct 31, 2025)
- BHARAT Bond ETF – April 2030
- Edelweiss Arbitrage Fund
- BHARAT Bond ETF – April 2031
🛠️ Step-by-Step Process to Invest
1. Direct Online Investment (via Edelweiss AMC)
- Visit Edelweiss Mutual Fund’s official website or download their mobile app.
- Register using your PAN and basic details.
- Complete KYC formalities (mandatory for first-time investors).
- Select the scheme (Equity, Debt, Hybrid, or International) and choose Direct Plan.
- Decide between Lump Sum or Systematic Investment Plan (SIP).
- Enter bank details and make payment via UPI, Net Banking, NEFT/RTGS.
- Confirm with OTP; you’ll receive an investment confirmation via email/SMS.
2. Regular Plan Investment (via intermediaries)
- Invest through mutual fund distributors, brokers, or banks.
- Higher cost due to commission charges, but you get advisory support.
- Suitable if you prefer guided assistance.
3. Third-Party Platforms
- Platforms like Bajaj Markets, Groww, Zerodha Coin, Paytm Money allow Edelweiss MF investments.
- Process:
- Log in → Select Mutual Funds → Choose Edelweiss scheme → Enter PAN & bank details → Complete payment.
- Offers consolidated portfolio tracking and easy redemption.
📑 Documents Required
- PAN Card
- Address Proof (Aadhaar, Passport, Driving License, Voter ID)
- Bank Account Details (with IFSC & cancelled cheque)
- KYC compliance (mandatory for all investors)
⚖️ Key Considerations Before Investing
- Risk Profile: Equity schemes suit long-term aggressive investors; debt/liquid funds suit conservative investors.
- Investment Horizon: SIPs are ideal for 5–10 years; lump sum works for short-term goals.
- Costs: Direct plans have lower expense ratios than regular plans.
- Top Schemes: BHARAT Bond ETFs, Edelweiss Mid Cap Fund, Edelweiss Arbitrage Fund.
🚨 Risks & Tips
- Market Risk: Equity funds fluctuate with market cycles.
- Liquidity: Debt/liquid funds are safer for short-term needs.
- Diversification: Spread investments across categories (Equity, Debt, Hybrid).
- Review Performance: Track rolling 3–5 year returns, not just short-term gains.