Edelweiss Mutual Fund

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Edelweiss Mutual Fund, established in 2008, operates under Edelweiss Asset Management Ltd., a part of Edelweiss Financial Services. With an impressive AUM of ₹1,64,689 crores as of September 2024, the fund house has secured a 2.09% share of the industry's total assets.

The company offers a diverse portfolio of 47 schemes spanning equity, debt, and hybrid funds. Its innovative approach is exemplified by the launch of Bharat Bond ETF, India's pioneering passive debt fund. Through consistent performance and strategic product offerings, Edelweiss Mutual Fund has maintained its position among India's leading fund houses, earning widespread investor confidence.
Scheme Name
Min. InvestAUM (In Cr)
42.07%₹100₹181.94Invest
38.41%₹100₹2,498.91Invest
37.88%₹100₹163.14Invest
21.20%₹100₹3,612.29Invest
13.52%₹100₹187.50Invest
12.35%₹100₹131.39Invest
9.16%₹100₹1,105.92Invest
8.26%₹100₹144.84Invest
7.85%₹100₹95.26Invest
7.70%₹100₹147.67Invest
7.61%₹100₹475.66Invest
7.55%₹100₹1,889Invest
7.31%₹100₹225.69Invest
7.20%₹100₹2,432.07Invest
7.09%₹100₹16,720.45Invest
6.70%₹100₹175.56Invest
6.68%₹100₹10,214.41Invest
5.98%₹100₹983.01Invest
5.83%₹100₹158.13Invest
Edelweiss Aggressive Hybrid Fund - Direct (G)
Edelweiss Aggressive Hybrid Fund - Direct (G)

Aggressive Hybrid Fund | Hybrid

5.74%₹100₹3,412.83Invest
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Edelweiss Mutual Fund, established in 2008, operates under Edelweiss Asset Management Ltd., a part of Edelweiss Financial Services. With an impressive AUM of ₹1,64,689 crores as of September 2024, the fund house has secured a 2.09% share of the industry's total assets.

The company offers a diverse portfolio of 47 schemes spanning equity, debt, and hybrid funds. Its innovative approach is exemplified by the launch of Bharat Bond ETF, India's pioneering passive debt fund. Through consistent performance and strategic product offerings, Edelweiss Mutual Fund has maintained its position among India's leading fund houses, earning widespread investor confidence.

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1Y returns

42.07%

Min. Invest

₹100

AUM

₹181.94 Cr

1Y returns

38.41%

Min. Invest

₹100

AUM

₹2,498.91 Cr

1Y returns

37.88%

Min. Invest

₹100

AUM

₹163.14 Cr

1Y returns

21.20%

Min. Invest

₹100

AUM

₹3,612.29 Cr

1Y returns

13.52%

Min. Invest

₹100

AUM

₹187.50 Cr

1Y returns

12.35%

Min. Invest

₹100

AUM

₹131.39 Cr

1Y returns

9.16%

Min. Invest

₹100

AUM

₹1,105.92 Cr

1Y returns

8.26%

Min. Invest

₹100

AUM

₹144.84 Cr

1Y returns

7.85%

Min. Invest

₹100

AUM

₹95.26 Cr

1Y returns

7.70%

Min. Invest

₹100

AUM

₹147.67 Cr

1Y returns

7.61%

Min. Invest

₹100

AUM

₹475.66 Cr

1Y returns

7.55%

Min. Invest

₹100

AUM

₹1,889 Cr

1Y returns

7.31%

Min. Invest

₹100

AUM

₹225.69 Cr

1Y returns

7.20%

Min. Invest

₹100

AUM

₹2,432.07 Cr

1Y returns

7.09%

Min. Invest

₹100

AUM

₹16,720.45 Cr

1Y returns

6.70%

Min. Invest

₹100

AUM

₹175.56 Cr

1Y returns

6.68%

Min. Invest

₹100

AUM

₹10,214.41 Cr

1Y returns

5.98%

Min. Invest

₹100

AUM

₹983.01 Cr

1Y returns

5.83%

Min. Invest

₹100

AUM

₹158.13 Cr

1Y returns

5.74%

Min. Invest

₹100

AUM

₹3,412.83 Cr

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About Edelweiss Mutual Fund

Edelweiss Mutual Fund, a prominent player in the Indian mutual fund industry, has made significant contributions to the financial landscape. Here’s an in-depth look at the impact of Edelweiss Mutual Fund:

Edelweiss Mutual Fund has played a crucial role in wealth creation for its investors. By offering a diverse range of investment products, including equity, debt, and hybrid funds, it has catered to various risk appetites and investment goals. The consistent performance of its funds, particularly in the equity segment, has helped investors achieve substantial returns over the long term.

Edelweiss has significantly contributed to increasing the penetration of mutual funds in India. Through its extensive distribution network and digital platforms, it has made mutual fund investments more accessible to a broader audience, including those in smaller towns and rural areas. This democratization of investment opportunities has empowered more individuals to participate in the financial markets.

Edelweiss has been at the forefront of innovation in the mutual fund industry. It offers a range of innovative products, such as sectoral and thematic funds, which allow investors to capitalize on specific market trends and opportunities. Additionally, its systematic investment plans (SIPs) promote disciplined investing, enabling investors to build wealth over time through regular, small investments.

They adhere to high standards of corporate governance and ethical practices. It ensures transparency in its operations and maintains robust risk management frameworks to protect investors’ interests. This commitment to integrity has helped build trust and confidence among investors.

The digital transformation initiatives undertaken by Edelweiss Mutual Fund have significantly enhanced the investor experience. Its user-friendly digital platforms offer seamless account management, portfolio tracking, and access to research and market insights. These digital services have made investing more convenient and efficient for investors.

Edelweiss Mutual Fund is actively involved in community engagement and social responsibility initiatives. It supports various social causes and contributes to the welfare of the communities it operates in. These efforts reflect its commitment to making a positive impact beyond the financial markets.

Edelweiss Mutual Fund complies with all regulatory requirements and industry standards, ensuring the highest level of compliance and investor protection. This adherence to regulations fosters a safe and secure investment environment, further enhancing its reputation in the industry.

In summary, Edelweiss Mutual Fund has made a significant impact on the financial ecosystem through its diverse product offerings, commitment to investor education, innovative solutions, and adherence to ethical practices. Its contributions extend beyond wealth creation, influencing economic growth, sustainability, and community welfare.

How to Invest in Edelweiss Mutual Fund?

Edelweiss Mutual Fund offers a diverse range of investment options, including equity, debt, and hybrid funds, catering to various risk appetites and financial goals. Their strong performance track record and innovative products, such as sectoral and thematic funds, provide targeted exposure to specific market trends.

The fund house promotes disciplined investing through Systematic Investment Plans (SIPs), making it easier for investors to build wealth over time. Additionally, Edelweiss’s commitment to financial literacy and robust digital platforms enhances the overall investor experience, ensuring informed decision-making and convenient portfolio management.

Their focus on sustainable and responsible investing, along with high standards of corporate governance, further strengthens investor confidence.

Following are the steps you must note to invest in this fund:

Step 1: Login or Register
Create a new account using email/ phone, or log in to an existing account. First-time users must complete basic registration details.

Step 2: Validate Identity Proof (Digilocker)
Connect to Digilocker for seamless KYC verification. No physical documents are needed. Government-approved digital verification ensures quick, secure authentication.

Step 3: Level of risk
Choose investment risk tolerance: Low (Conservative), Medium (Balanced), or High (Aggressive). This determines suitable fund recommendations for you.

Step 4: Choose a mutual fund scheme
Select from recommended mutual fund schemes based on risk profile. Compare returns, expense ratios, and fund objectives.

Step 5: One Time (Lumpsum) or SIP
Decide between a one-time investment or a systematic investment plan. Lumpsum requires larger capital; SIP allows regular, smaller investments.

Step 6: SIP can be placed on the same day or a selected day
A unique feature allows SIP to start on the same day or choose a specific monthly date. Provides flexibility in managing investment schedules.

Each step is designed for user convenience and ensures a smooth, paperless investment process while maintaining regulatory compliance.

Your Torus account will reflect the Edelweiss Mutual Fund in India you have invested in within 3 to 4 working days.

Top 10 Edelweiss Mutual Fund

Scheme Name
Min. InvestAUM (In Cr)

Top 10 Edelweiss Mutual Fund

1Y returns

42.07%

Min. Invest

₹100

AUM

₹181.94 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 42.07%, 22.43%, and 17.01%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.

1Y returns

38.41%

Min. Invest

₹100

AUM

₹2,498.91 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 38.41%, 12.40%, and 2.09%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.

1Y returns

37.88%

Min. Invest

₹100

AUM

₹163.14 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 37.88%, 16.37%, and 5.30%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.

1Y returns

21.20%

Min. Invest

₹100

AUM

₹3,612.29 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 21.20%, 36.83%, and 14.94%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.

1Y returns

13.52%

Min. Invest

₹100

AUM

₹187.50 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 13.52%, 14.04%, and 15.30%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.

1Y returns

12.35%

Min. Invest

₹100

AUM

₹131.39 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 12.35%, 10.34%, and 8.18%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.

1Y returns

9.16%

Min. Invest

₹100

AUM

₹1,105.92 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.16%, 12.13%, and 11.31%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.

1Y returns

8.26%

Min. Invest

₹100

AUM

₹144.84 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.26%, 8.20%, and 8.40%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.

1Y returns

7.85%

Min. Invest

₹100

AUM

₹95.26 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.85%, 7.71%, and 7.94%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.

1Y returns

7.70%

Min. Invest

₹100

AUM

₹147.67 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.70%, 8.00%, and 8.00%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Edelweiss Banking & Psu Debt Fund-Dir (G)

Edelweiss Banking & Psu Debt Fund-Dir (G)

Equity | Banking and PSU Fund

1Y returns

7.61%

Min. Invest

₹100

AUM

₹475.66 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.61%, 7.64%, and 6.21%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Edelweiss Money Market Fund - Direct (G)

Edelweiss Money Market Fund - Direct (G)

Equity | Money Market Fund

1Y returns

7.55%

Min. Invest

₹100

AUM

₹1,889 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.55%, 7.47%, and 6.01%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.

1Y returns

7.31%

Min. Invest

₹100

AUM

₹225.69 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.31%, 13.05%, and 10.52%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Edelweiss Multi Asset Allocation Fund - Dir (G)

Edelweiss Multi Asset Allocation Fund - Dir (G)

Equity | Multi Asset Allocation

1Y returns

7.20%

Min. Invest

₹100

AUM

₹2,432.07 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.20%, 7.69%, and 7.69%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.

1Y returns

7.09%

Min. Invest

₹100

AUM

₹16,720.45 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.09%, 7.89%, and 6.57%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.

1Y returns

6.70%

Min. Invest

₹100

AUM

₹175.56 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.70%, 19.11%, and 14.57%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.

1Y returns

6.68%

Min. Invest

₹100

AUM

₹10,214.41 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.68%, 7.10%, and 5.89%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.

1Y returns

5.98%

Min. Invest

₹100

AUM

₹983.01 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.98%, 8.17%, and 8.63%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.

1Y returns

5.83%

Min. Invest

₹100

AUM

₹158.13 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.83%, 6.37%, and 5.34%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Edelweiss Aggressive Hybrid Fund - Direct (G)

Edelweiss Aggressive Hybrid Fund - Direct (G)

Equity | Aggressive Hybrid Fund

1Y returns

5.74%

Min. Invest

₹100

AUM

₹3,412.83 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.74%, 17.92%, and 18.96%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.

FAQ’s

How to Start Edelweiss Mutual Fund SIP Online?

Log in or register on Torus Digital or the Edelweiss Mutual Fund website. Validate your identity using Digilocker. Choose your risk level, select a mutual fund scheme, and decide between a lump sum or SIP.

How to Calculate Edelweiss Mutual Fund SIP?

Use our Edelweiss SIP Calculator and Edelweiss Lumpsum Calculator to estimate your returns based on your investment amount, duration and expected rate of return.

How to Redeem Edelweiss Mutual Fund?

Log in to your account on Torus Digital or the Edelweiss Mutual Fund website. Select the mutual fund you wish to redeem, enter the number of units, and confirm the transaction.

How Much Time Does It Take to Redeem Edelweiss Mutual Fund?

It typically takes 1-3 working days for the redeemed amount to be credited to your bank account, depending on the type of fund.

Why Should I Invest in Edelweiss Mutual Fund?

Edelweiss Mutual Fund offers a diverse range of high-performing schemes, robust risk management, and innovative investment solutions, making it a reliable choice for achieving long-term financial goals.

Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.

Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.