EDELWEISS

Edelweiss Mutual Fund Check list of all schemes, latest NAV, Returns and other important information

About Edelweiss Mutual Fund

Edelweiss Mutual Fund is a dynamic player in the mutual fund business, managed by Edelweiss Asset Management Limited and part of Edelweiss Services Ltd. The group was founded in 1996 and gained a mutual fund license in 2008, resulting in the formation of Edelweiss Asset Management Ltd.

Despite economic issues, the mutual funds grew in popularity, and EAML has developed to become one of India's most important AMCs. As of December 2023, there are 24 Equity funds, 24 Debt Funds, 6 hybrid funds, and 3 commodities. This Mutual Fund is ranked 10th among its peers. The flagship plan, Edelweiss Small Cap Fund, has generated a remarkable average annualized return of 29.6% since its inception.

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EDELWEISS Mutual Fund List

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Investment Strategy

In the Edelweiss mutual fund, the fund manager implements a strategy that focuses on purchasing inexpensive companies and using quality analysis to maximize the benefits of compounding investment value. By picking high-quality equities trading below their real value, the fund hopes to see long-term growth as the market recognizes its full potential. This emphasis on quality analysis enables the selection of equities with strong fundamentals and attractive development prospects, resulting in long-term growth for investors via the compounding effect.

 

Key Management Team

Mr Vinit Sambre (Head of Equity)

Vinit Sambre the fund manager of Edelweiss MF has been managing the DSP Micro Cap Fund since June 2010 and is also the Fund Manager for the DSP Small and Mid-Cap Funds. With more than 16 years of experience in small and mid-cap investments, he joined DSP Investment Managers in July 2007. Vinit, a Chartered Accountant, has previously worked with DSP Merrill Lynch and IL&FS Invest Smart Limited.

 

List of All Fund Managers

 List of All Fund Managers Edelweiss Mutual Fund

 

Top 5 Edelweiss Mutual Funds

 Top 5 Edelweiss Mutual Funds

 

History of Edelweiss Mutual Fund

This AMC operated by Edelweiss Asset Management Limited, are a driving force in India's Mutual Fund industry. Since 1996, the conglomerate has been a major player in the financial sector, led by its main business, Edelweiss Financial Services Ltd.

Despite the tough economic conditions, Edelweiss secured a mutual fund license in 2008 and founded Edelweiss Asset Management Ltd. Edelweiss Funds House has seen consistent growth because of prudent investments and a wide product portfolio.

Sponsored by Edelweiss Financial Services Limited, the conglomerate provides a wide range of financial goods and services worldwide, focusing on corporate social responsibility through the Edel Give Foundation. In 2016, Edelweiss made a historic acquisition of JP Morgan Asset Management India's full portfolio of funds.

 

HOW TO SELECT EDELWEISS MUTUAL FUND?

The Best Edelweiss mutual fund selection is based on these points:

 In conclusion, investing through Online SIP prioritizes informed decision-making and continuous monitoring to ensure successful investment outcomes.

 

HOW TO INVEST IN EDELWEISS MUTUAL FUND VIA MYSIPONLINE?

Access Edelweiss mutual fund investment options through various platforms:

In mutual fund investment, you can also consider using an SIP Calculator for hassle-free investment.

 

WHAT IS THE TAXATION ON EDELWEISS MUTUAL FUND?

The taxation of Edelweiss mutual funds depends on which category they fall under equity or debt:

Equity-Oriented Mutual Funds

Debt-Oriented Mutual Funds

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Frequently Asked Questions

Can I invest for a very short-term duration in Edelweiss Mutual Fund?

Yes, when you invest in liquid funds, you can utilise the advantage to get comparatively higher returns than bank savings deposit and redeem any time as the emergency arrives. EDELWEISS Liquid Regular Plan is available at MySIPonline to fulfil your very short-term investment needs or plan for emergency requirements.

What are the different EDELWEISS mutual funds available?

Determined to serve investors with the best investment solutions, this AMC provides a range of investment products to match with their investment objective. Based on your risk-appetite and other prominent factors, you can choose different schemes provided under equity, debt, and hybrid category funds. The segregation under the category to subcategory to schemes makes investors confident to get what they are searching for.

What is the advantage of investing in amc Funds?

The AMC ensures safety, transparency, low cost, and higher return potential. By investing in any scheme offered by the fund house over a time horizon as mentioned in the investment objective, the investors will surely get adequate returns by investing. So, it depends on your investment decision as well to choose the scheme wisely.

Are all SIPs in EDELWEISS Funds online tax-free?

No, all SIPs in EDELWEISS MF are not tax-free. To get tax-saving benefits, you have to choose the ELSS scheme. Taxation in funds of this AMC is done as per the rules set by the Government.
Is there anything like minimum lock-in period for mutual fund investment units?
Apart from the ELSS scheme, i.e., EDELWEISS Tax Saver Fund, which is for investors to get tax saving benefits and capital appreciation, there is no scheme with a lock-in period. The ELSS scheme has a lock-in of 3-years as mentioned in SEBI mandates.

How to analyse the performance of Edelweiss Mutual Fund?

To analyze the performance of any scheme provided by this AMC, you are required to check the returns of the particular scheme at MySIPonline at all durations. You can also check the performance of the SIPs by simply putting in the value in the relevant bracket and get the graph.

Why do I need a financial adviser?

It is not necessary that you should take the help of a financial adviser if you understand the important parameters of investing. But, for new investors, it is important to take consultation from the experts as they will help in sorting out the relevant schemes. Further, if you are confused among schemes or unable to review your portfolio, you are in a need of adviser.

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