Edelweiss Mutual Fund is one of India’s youngest and most dynamic mutual fund houses. Edelweiss Asset Management Limited manages the Edelweiss AMC. Edelweiss Mutual Fund started as a young kid on the AMC block in 2009, and after that, in the year 2014, it acquired forefront capital, India’s first domestic hedge fund.
As Edelweiss MF grew, it soon acquired JP Morgan AMC’s India business, quadrupling in size in 2016. Edelweiss Mutual Fund was also awarded the mandate for India’s first corporate bond ETF, Bharat Bond – A government of Indian initiative in the year 2019. In the year 2020, Edelweiss Mutual Fund became the first AMC to bring MSCI – the world’s leading index provider, to the Indian market. Edelweiss Mutual Fund offers about 56 schemes and has approximate assets under management (AUM) of ₹1,19,848 crores as of Feb 2023.
| Founding date | 30 April 2008 |
| AMC Incorporation date | 23 August 2007 |
| Headquarters in | Mumbai |
| Name of the sponsor | Edelweiss Financial Services Limited |
| Trustee organisation | Edelweiss Trusteeship Company Limited. |
| MD and CEO | Ms Radhika Gupta |
| Chief Investment Officer | Mr. Dhawal Dalal (debt) Mr. Trideep Bhattacharya (equity) |
| Compliance Officer | Mr Jehzeel Master |
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Bhavesh Jain
Fund Manager since Sep 2024 (6 months)
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Mr. Jain studied MMS, Finance from Mumbai University. He currently works at Edelweiss AMC where he started out as an associate handling SGX Nifty and NSE Nifty arbitrage. Then he worked in dealing for equity and derivatives and now he works as a fund manager.
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Bharat Lahoti
Fund Manager since Sep 2017 (7 years)
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Mr. Lahoti has previously worked with major investment banks and asset management companies. Before joining Edelweiss Asset Management Limited, he was working with the DE Shaw Group as a senior manager. He has a Master in Management Studies (MMS) in Finance from N.L. Dalmia Institute of Management and a BE in Electronics and Telecom from Mumbai University.
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Rahul Dedhia
Fund Manager since Jul 2019 (5 years)
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Rahul Dedhia did his MBA in Finance. He worked at Alka Securities, Peerless Funds Management Company Limited, Deutsche Asset Management and DHFL Pramerica Mutual Fund before joining Edelweiss Mutual Fund.
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Dhawal Dalal
Fund Manager since Aug 2017 (7 years)
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Dhawal Dalal did his MBA in Banking, Corporate, Finance, and Securities Law from the University of Dallas. He started his career as a Research Associate at Merrill Lynch Asset Management and then worked at DSP BlackRock Mutual Fund. Currently, he is the Senior Executive Vice President & Chief Investment Officer - Fixed Income at Edelweiss Asset Management.
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Trideep Bhattacharya
Fund Manager since Oct 2023 (1 year)
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Mr. Bhattacharya is the Chief Investment Officer at Edelweiss Asset Management Ltd. Before that, he had worked with Axis Mutual Fund, State Street Global Advisors, UBS Global Asset Management and Kotak Securities. He has a B.tech. in Electrical Engineering from IIT Kharagpur and an MBA in Finance from S.P.Jain Institute of Management and Research, alongside a CFA degree.
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Dhruv Bhatia
Fund Manager since Apr 2022 (2 years)
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Mr. Bhatia has done his PGDM (Finance) from SIES College of Management Studies as well as a Bachelors in Management Studies (Finance). Prior to joining Bank of India Mutual Fund, he worked with Sixteenth Street Capital, AUM Fund Advisors LLP and Sahara Asset Management Company.
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Ashwani Agarwalla
Fund Manager since Apr 2019 (5 years)
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Sumanta Khan
Fund Manager since Aug 2017 (7 years)
Investing in the Edelweiss MF is an easy and hassle-free process when done through your Angel One account. Just take the following steps:
Step 1: Log in to your Angel One account by entering your mobile number and validate the OTP. Next, enter your MPIN.
Note: In case you do not have an account with Angel One, you can open a Demat account with us in under a few minutes by submitting the necessary documents.
Step 2: Determine which fund is most suited based on your needs and risk profile. You can learn more about each fund on the Angel One app. Things to consider at this stage are:
Step 3: Once you finalise the fund(s) you want to invest in, open your Angel One account, go to the Mutual Funds section, and look for it. Since this can be a long-term investment, be careful when choosing the fund that you would like to invest in.
Investing in Edelweiss Mutual Fund through Angel One is now more convenient than ever, thanks to our hassle-free and fully digital KYC process. To begin your investment journey, you’ll need to provide the following essential documents:
Angel One simplifies the KYC verification process, granting you efficient access to Edelweiss Mutual Funds, whether you’re a new or returning investor. Your financial aspirations are within reach with our user-friendly platform. In just 48-72 business hours, your KYC process will be completed, allowing you to embark on your mutual fund journey seamlessly.
| Scheme | Category | AUM (in ₹ Cr) | 3-Yr Returns (%) | 1-Yr Return (%) |
| Edelweiss Mid Cap Fund | Equity | 8,268.27 | 23.72 | 14.69 |
| Edelweiss US Technology Equity FOF | Equity | 2,973.40 | 21.90 | 35.41 |
| Edelweiss Small Cap Fund | Equity | 4,170.69 | 20.07 | 5.67 |
| Edelweiss Aggressive Hybrid Fund | Equity | 2,353.71 | 17.08 | 10.29 |
| Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund | Equity | 152.78 | 16.89 | 9.77 |
| Edelweiss Flexi Cap Fund | Equity | 2,376.12 | 16.85 | 10.28 |
| Edelweiss Large & Mid Cap Fund | Equity | 3,610.13 | 16.69 | 8.16 |
| Edelweiss NIFTY Large Mid Cap 250 Index Fund | Equity | 233.30 | 15.84 | 4.37 |
| Edelweiss Large Cap Fund | Equity | 1,108.38 | 14.52 | 5.81 |
| Edelweiss ELSS Tax saver Fund | Equity | 383.46 | 14.31 | 7.34 |
Note: All data is as of February 24, 2025, and the selected funds have demonstrated the highest Compound Annual Growth Rate (CAGR) over the past 3 years.
The Edelweiss Mid Cap Fund is an open-ended equity scheme predominantly investing in mid-cap stocks. The fund aims to achieve long-term capital appreciation by investing in a diversified portfolio of mid-cap companies.
The fund is managed by Trideep Bhattacharya, Dhruv Bhatia, and Raj Koradia and is benchmarked against the NIFTY Midcap 150 Total Return Index. The scheme applies an exit load of 1% if units are redeemed within 90 days from the date of allotment. No exit load applies thereafter.
The Edelweiss US Technology Equity Fund of Fund is an open-ended scheme investing in the JPMorgan US Technology Fund. The fund aims to provide long-term capital growth by investing predominantly in units of the underlying fund, which focuses on technology companies in the United States.
The fund is managed by Bhavesh Jain and Bharat Lahoti and is benchmarked against the NASDAQ-100 Total Return Index. The scheme applies an exit load of 1% if units are redeemed within 365 days from the date of allotment. No exit load applies thereafter.
The Edelweiss Small Cap Fund is an open-ended equity scheme predominantly investing in small-cap stocks. The fund seeks to generate long-term capital appreciation by investing in a diversified portfolio of small-cap companies.
The fund is managed by Trideep Bhattacharya, Raj Koradia, and Dhruv Bhatia and is benchmarked against the NIFTY Smallcap 250 Total Return Index. The scheme applies an exit load of 1% if units are redeemed within 90 days from the date of allotment. No exit load applies thereafter.
The Edelweiss Aggressive Hybrid Fund is an open-ended hybrid scheme investing predominantly in equity and equity-related instruments. The fund aims to generate long-term capital appreciation and current income by investing in a mix of equity and debt securities.
The fund is managed by Bharat Lahoti, Bhavesh Jain, Rahul Dedhia, and Pranavi Kulkarni and is benchmarked against the NIFTY 50 Hybrid Composite Debt 65:35 Index. The scheme applies an exit load of 1% for units in excess of 10% of the investment if redeemed within 90 days. No exit load applies thereafter.
The Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund is an open-ended equity scheme replicating the MSCI India Domestic & World Healthcare 45 Index. The fund aims to provide returns before expenses that closely correspond to the total returns of the underlying index, subject to tracking errors.
The fund is managed by Bhavesh Jain and Amit Vora and is benchmarked against the MSCI India Domestic & World Healthcare 45 Index. The scheme applies an exit load of 0.10% if units are redeemed within 30 days from the date of allotment. No exit load applies thereafter.
The Edelweiss Flexi Cap Fund is an open-ended dynamic equity scheme investing across large-cap, mid-cap, and small-cap stocks. The fund aims to provide long-term capital appreciation by dynamically allocating investments across various market capitalisations.
The fund is managed by Trideep Bhattacharya, Ashwani Agarwalla, and Raj Koradia and is benchmarked against the NIFTY 500 Total Return Index. The scheme applies an exit load of 1% if units are redeemed within 90 days from the date of allotment. No exit load applies thereafter.
The Edelweiss Large & Mid Cap Fund is an open-ended equity scheme investing in both large-cap and mid-cap stocks. The fund seeks to achieve long-term capital appreciation by investing in a diversified portfolio of large and mid-cap companies.
The fund is managed by Sumanta Khan, Trideep Bhattacharya, and Raj Koradia and is benchmarked against the NIFTY LargeMidcap 250 Total Return Index. The scheme applies an exit load of 1% if units are redeemed within 90 days from the date of allotment. No exit load applies thereafter.
The Edelweiss NIFTY Large Mid Cap 250 Index Fund is an open-ended equity scheme replicating the NIFTY LargeMidcap 250 Index. The fund aims to provide returns before expenses that closely correspond to the total returns of the underlying index, subject to tracking errors.
The fund is managed by Bhavesh Jain and is benchmarked against the NIFTY LargeMidcap 250 Total Return Index. The scheme applies an exit load of 0.10% if units are redeemed within 30 days from the date of allotment. No exit load applies thereafter.
The Edelweiss Large Cap Fund is an open-ended equity scheme predominantly investing in large-cap stocks. The fund aims to provide long-term capital appreciation by investing in a diversified portfolio of large-cap companies.
The fund is managed by Bharat Lahoti and Bhavesh Jain and is benchmarked against the NIFTY 100 Total Return Index. The scheme applies an exit load of 1% if units are redeemed within 90 days from the date of allotment. No exit load applies thereafter.
The Edelweiss ELSS Tax Saver Fund is an open-ended equity-linked savings scheme with a statutory lock-in of three years and tax benefits. The fund aims to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities.
The fund is managed by Ashwani Agarwalla, Trideep Bhattacharya, and Raj Koradia and is benchmarked against the NIFTY 500 Total Return Index. The scheme does not have an exit load due to the mandatory three-year lock-in period.
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