Edelweiss Mutual Funds

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Edelweiss Group is the parent company of Edelweiss Mutual Fund. Edelweiss Financial Services Limited is the trust that sponsors it. Edelweiss Asset Management Limited is the investment manager of EMF.

Edelweiss Finance Ltd. was established in 1996; since then, it has been a key player in the financial marketplace. The company deals in providing asset management, investment banking, and insurance broking services to its clients. The firm has registered its glorious presence in 19 states of India and it is headquartered in Mumbai. In 2008, Edelweiss got the green signal to set up its mutual fund house.

It aims to be an innovation-driven global asset manager firm that provides great investment products and excellent customer support to its investors. It also focuses on raising a bar of ethical standards. It is a transparent organization that is fair to its investors, employees, and investors. It accesses investors’ risk appetite and helps them to accomplish their fiscal goals. Anything it does, innovation and creativity reflect in that. Its asset is its stakeholders, capital, and reputation and it grows with the help of its assets.

Best Edelweiss Mutual Funds

Scheme Name Type Nav Return(%) 1Y Return(%) 3Y Return(%) 5Y Rating1 Rating
Edelweiss Arbitrage Fund Direct-Growth Growth 13.3 6.61 6.9 0 5
5
Edelweiss Arbitrage Fund Direct-Dividend Dividend 10.58 6.61 6.9 0 5
5
Edelweiss Arbitrage Fund Direct - Dividend Monthly Dividend 12.54 6.61 6.9 0 5
5
Edelweiss Mid Cap Fund Regular-Growth Growth 28.44 20.61 14.11 26.97 4
4
Edelweiss Mid Cap Fund Regular-Dividend Dividend 22.98 20.61 14.11 26.97 4
4
Edelweiss Mid Cap Direct Plan-Growth Growth 29.88 21.72 14.87 28.13 4
4
Edelweiss Mid Cap Direct Plan-Dividend Dividend 25.51 21.72 14.87 28.13 4
4
Edelweiss Low DurationSuper Institutional Direct Plan-Dividend Fortnightly Dividend 2048.4 7.41 4.27 6.3 4
4
Edelweiss Low Duration Super Institutional Direct Plan-Growth Growth 2117.13 7.41 4.27 6.3 4
4
Edelweiss Low Duration Super Institutional Direct Plan-Dividend Weekly Dividend 1006.53 7.41 4.27 6.3 4
4
Edelweiss Low Duration Super Institutional Direct Plan-Dividend Monthly Dividend 2055.73 7.41 4.27 6.3 4
4
Edelweiss Low Duration Super Institutional Direct Plan-Dividend Daily Dividend 1008.43 7.41 4.27 6.3 4
4
Edelweiss Large Cap Fund Direct -Growth Growth 34.6 16.81 9.18 15.54 4
4
Edelweiss Large Cap Fund Direct -Dividend Dividend 22.2 16.81 9.18 15.54 4
4
Edelweiss Government Securities Fund Direct-Growth Growth 14.56 4.23 7.29 0 4
4
Edelweiss Equity Savings Fund Direct-Growth Growth 13.41 9.64 7.78 0 3
3
Edelweiss Equity Savings Fund Direct-Dividend Dividend 11.76 9.64 7.78 0 3
3
Edelweiss Equity Savings Fund Direct-Bonus Growth 13.41 9.64 7.78 0 3
3
Edelweiss Equity Savings Fund Direct - Dividend Monthly Dividend 12.92 9.64 7.78 0 3
3
Edelweiss Corporate Bond Fund Direct-Growth Growth 13.49 5.18 7.47 0 3
3
Edelweiss Corporate Bond Fund Direct-Dividend Dividend 13.49 5.18 7.47 0 3
3
Edelweiss Banking and PSU Debt Fund Regular-Growth Growth 14.28 4.53 6.61 0 3
3
Edelweiss Banking and PSU Debt Fund Regular-Dividend Weekly Dividend 10.38 4.53 6.61 0 3
3
Edelweiss Banking and PSU Debt Fund Regular-Dividend Monthly Dividend 10.27 4.53 6.61 0 3
3
Edelweiss Banking and PSU Debt Fund Regular-Dividend Dividend 14.28 4.53 6.61 0 3
3
Edelweiss Banking and PSU Debt Fund Direct-Growth Growth 14.48 4.81 6.92 0 3
3
Edelweiss Banking and PSU Debt Fund Direct-Dividend Weekly Dividend 11.1 4.81 6.92 0 3
3
Edelweiss Banking and PSU Debt Fund Direct-Dividend Monthly Dividend 10.29 4.81 6.92 0 3
3
Edelweiss Arbitrage Fund Regular-Growth Growth 13.03 5.92 6.29 0 3
3
Edelweiss Arbitrage Fund Regular-Dividend Dividend 10.43 5.92 6.29 0 3
3
Edelweiss Arbitrage Fund Regular-Bonus Value 13.03 5.92 6.29 0 3
3
Edelweiss Arbitrage Fund Regular - Dividend Monthly Dividend 12.27 5.92 6.29 0 3
3
Edelweiss Tax Advantage Direct Plan-Growth Growth 42.43 14.3 9.79 17.28 3
3
Edelweiss Tax Advantage Direct Plan-Dividend Dividend 31.72 14.3 9.79 17.28 3
3
Edelweiss Short Term Fund Regular-Growth Growth 15.72 5.63 0.47 3.81 3
3
Edelweiss Short Term Fund Regular-Dividend Weekly Dividend 10.09 5.63 0.47 3.81 3
3
Edelweiss Short Term Fund Regular-Dividend Monthly Dividend 10.09 5.63 0.47 3.81 3
3
Edelweiss Short Term Fund Regular-Dividend Fortnightly Dividend 10.14 5.63 0.47 3.81 3
3
Edelweiss Short Term Fund Regular-Dividend Dividend 12.67 5.63 0.47 3.81 3
3
Edelweiss Short Term Fund Direct-Growth Growth 16 6.03 0.67 4.13 3
3
Edelweiss Short Term Fund Direct-Dividend Monthly Dividend 10.21 6.03 0.67 4.13 3
3
Edelweiss Multi Cap Fund Regular-Growth Growth 14.08 18.14 12.79 0 3
3
Edelweiss Multi Cap Fund Regular-Dividend Dividend 13.05 18.14 12.79 0 3
3
Edelweiss Multi Cap Fund Direct-Growth Growth 14.46 19.03 13.6 0 3
3
Edelweiss Multi Cap Fund Direct-Dividend Dividend 13.28 19.03 13.6 0 3
3
Edelweiss Multi Asset Allocation Fund Regular - Growth Growth 23.96 10.01 6.94 13.51 3
3
Edelweiss Multi Asset Allocation Fund Regular - Dividend Dividend 18.38 10.01 6.94 13.51 3
3
Edelweiss Multi Asset Allocation Fund Direct - Growth Growth 24.52 10.75 7.53 14 3
3
Edelweiss Multi Asset Allocation Fund Direct - Dividend Dividend 18.93 10.75 7.53 14 3
3
Edelweiss Low Duration Fund Regular-Growth Growth 2088.76 6.54 3.93 6.02 3
3
Edelweiss Low Duration Fund Regular-Dividend Weekly Dividend 1006.51 6.54 3.93 6.02 3
3
Edelweiss Low Duration Fund Regular-Dividend Monthly Dividend 1019.72 6.54 3.93 6.02 3
3
Edelweiss Low Duration Fund Regular-Dividend Fortnightly Dividend 2025.31 6.54 3.93 6.02 3
3
Edelweiss Low Duration Fund Regular-Dividend Daily Dividend 1006.11 6.54 3.93 6.02 3
3
Edelweiss Low Duration Fund Regular-Dividend Dividend 1413.86 6.54 3.93 6.02 3
3
Edelweiss Long Term Equity Fund (Tax Savings) Regular - Growth Growth 45.95 10.48 8.01 15.93 3
3
Edelweiss Long Term Equity Fund (Tax Savings) Regular - Dividend Dividend 16.64 10.48 8.01 15.93 3
3
Edelweiss Long Term Equity Fund (Tax Savings) Direct -Growth Growth 48.19 11.81 8.97 16.74 3
3
Edelweiss Long Term Equity Fund (Tax Savings) Direct -Dividend Dividend 20.69 11.81 8.97 16.74 3
3
Edelweiss Large Cap Fund Regular -Growth Growth 33.44 15.83 8.33 14.78 3
3
Edelweiss Large Cap Fund Regular -Dividend Dividend 19.44 15.83 8.33 14.78 3
3
Edelweiss Large & Mid Cap Fund Regular-Growth Growth 30.38 16.92 10.32 16.82 3
3
Edelweiss Large & Mid Cap Fund Regular-Dividend Dividend 17.1 16.92 10.32 16.82 3
3
Edelweiss Large & Mid Cap Direct Plan-Growth Growth 32.05 17.89 11.23 17.99 3
3
Edelweiss Large & Mid Cap Direct Plan-Dividend Dividend 18.06 17.89 11.23 17.99 3
3
Edelweiss Government Securities Fund Regular-Growth Growth 14.28 3.71 6.75 0 3
3
Edelweiss Government Securities Fund Regular-Dividend Yearly Dividend 14.28 3.71 6.75 0 3
3
Edelweiss Government Securities Fund Regular-Dividend Weekly Dividend 10.77 3.71 6.75 0 3
3
Edelweiss Government Securities Fund Regular-Dividend Monthly Dividend 10.63 3.71 6.75 0 3
3
Edelweiss Government Securities Fund Regular-Dividend Dividend 14.29 3.71 6.75 0 3
3
Edelweiss Equity Savings Fund Regular-Growth Growth 13.16 8.73 7.26 0 2
2
Edelweiss Equity Savings Fund Regular-Dividend Dividend 10.98 8.73 7.26 0 2
2
Edelweiss Equity Savings Fund Regular-Bonus Growth 13.16 8.73 7.26 0 2
2
Edelweiss Equity Savings Fund Regular - Dividend Monthly Dividend 12.68 8.73 7.26 0 2
2
Edelweiss Dynamic Bond Fund Regular-Growth Growth 17.76 1.06 5.26 5.53 2
2
Edelweiss Dynamic Bond Fund Regular-Dividend Dividend 16.71 1.06 5.26 5.53 2
2
Edelweiss Dynamic Bond Fund Direct-Growth Growth 18.61 1.65 6.08 6.45 2
2
Edelweiss Dynamic Bond Fund Direct-Dividend Dividend 17.35 1.65 6.08 6.45 2
2
Edelweiss Corporate Bond Fund Regular-Growth Growth 13.26 4.65 6.94 0 2
2
Edelweiss Corporate Bond Fund Regular-Dividend Yearly Dividend 13.26 4.65 6.94 0 2
2
Edelweiss Corporate Bond Fund Regular-Dividend Weekly Dividend 10.44 4.65 6.94 0 2
2
Edelweiss Corporate Bond Fund Regular-Dividend Monthly Dividend 10.41 4.65 6.94 0 2
2
Edelweiss Corporate Bond Fund Regular-Dividend Dividend 13.26 4.65 6.94 0 2
2
Edelweiss Balanced Advantage Fund Regular-Growth Growth 22.51 10.13 5.93 11.28 2
2
Edelweiss Balanced Advantage Fund Regular-Dividend Quarterly Dividend 13.31 10.13 5.93 11.28 2
2
Edelweiss Balanced Advantage Fund Regular - Dividend Monthly Dividend 20.73 10.13 5.93 11.28 2
2
Edelweiss Balanced Advantage Fund Direct-Growth Growth 23.3 11.16 6.79 12.01 2
2
Edelweiss Balanced Advantage Fund Direct-Dividend Quarterly Dividend 15.38 11.16 6.79 12.01 2
2
Edelweiss Balanced Advantage Fund Direct - Dividend Monthly Dividend 21.5 11.16 6.79 12.01 2
2
Edelweiss Tax Advantage Fund Regular-Growth Growth 40.31 13.81 8.97 16.17 2
2
Edelweiss Tax Advantage Fund Regular-Dividend Dividend 30.39 13.81 8.97 16.17 2
2
Edelweiss Liquid Fund Regular-Growth Growth 2243.56 6.8 6.95 7.81 2
2
Edelweiss Liquid Fund Regular-Dividend Yearly Dividend 1552.36 6.8 6.95 7.81 2
2
Edelweiss Liquid Fund Regular-Dividend Weekly Dividend 1018.19 6.8 6.95 7.81 2
2
Edelweiss Liquid Fund Regular-Dividend Monthly Dividend 1008.33 6.8 6.95 7.81 2
2
Edelweiss Liquid Fund Regular-Dividend Fortnightly Dividend 2156.15 6.8 6.95 7.81 2
2
Edelweiss Liquid Fund Regular-Dividend Daily Dividend 1002.79 6.8 6.95 7.81 2
2
Edelweiss Liquid Fund Regular-Bonus 1306.87 6.8 6.95 7.81 2
2
Edelweiss Liquid Direct-Growth Growth 2256.58 6.93 7.05 7.92 2
2
Edelweiss Liquid Direct-Dividend Weekly Dividend 2171.93 6.93 7.05 7.92 2
2
Edelweiss Liquid Direct-Dividend Monthly Dividend 1066.28 6.93 7.05 7.92 2
2
Edelweiss Liquid Direct-Dividend Fortnightly Dividend 2174.28 6.93 7.05 7.92 2
2
Edelweiss Liquid Direct-Dividend Daily Dividend 1002.96 6.93 7.05 7.92 2
2
Edelweiss Liquid Direct-Bonus 1312.84 6.93 7.05 7.92 2
2
Edelweiss Liquid -Unclaimed Redemption Upto 3 Yrs 1079.5 7.07 8.28 0 2
2
Edelweiss Liquid -Unclaimed Dividend Upto 3 Yrs Dividend 1079.49 7.07 8.28 0 2
2
Edelweiss Fixed Maturity Plan Series 38 Regular-Dividend Dividend 14.04 6.47 7.8 0 0
0
Edelweiss Fixed Maturity Plan Series 38 Direct-Growth Growth 14.29 6.47 8.12 0 0
0
Edelweiss Fixed Maturity Plan Series 35 Regular-Growth Growth 14.32 6.59 7.94 0 0
0
Edelweiss Fixed Maturity Plan Series 35 Regular-Dividend Dividend 14.32 6.59 7.94 0 0
0
Edelweiss Fixed Maturity Plan Series 35 Direct-Growth Growth 14.58 6.59 8.25 0 0
0
Edelweiss Exchange Traded Fund-Nifty Bank Growth 2630.03 16.11 0 0 0
0
Edelweiss Exchange Traded Fund-Nifty 50 Growth 11071.32 13.9 9.37 0 0
0
Edelweiss Europe Dynamic Equity Offshore Fund Regular-Growth Growth 11.77 9.41 3.18 0 0
0
Edelweiss Europe Dynamic Equity Offshore Fund Direct-Growth Growth 12.26 10.39 4.22 0 0
0
Edelweiss ETF - Nifty Quality 30 Growth 263.27 14.19 0 0 0
0
Edelweiss Emerging Markets Opportunities Equity Offshore Fund Regular-Growth Growth 12.6 22.3 5.97 0 0
0
Edelweiss Emerging Markets Opportunities Equity Offshore Fund Direct-Growth Growth 12.84 22.95 6.41 0 0
0
Edelweiss Dynamic Bond Fund Institutional-Growth Growth 15.2 1.48 6.01 6.38 0
0
Edelweiss ASEAN Equity Off Shore Fund Regular-Growth Growth 20.88 19.04 7.35 4.87 0
0
Edelweiss ASEAN Equity Off Shore Fund Direct-Growth Growth 22.12 20.23 8.56 6.01 0
0
Edelweiss US Value Equity Offshore Fund Regular-Growth Growth 15.02 12.72 6.25 0 0
0
Edelweiss US Value Equity Offshore Fund Direct-Growth Growth 15.59 13.35 6.93 0 0
0
Edelweiss Multi Asset Allocation Fund Plan B- Growth Growth 23.65 10.05 6.99 13.54 0
0
Edelweiss Multi Asset Allocation Fund Plan B - Dividend Dividend 24.1 10.05 6.99 13.54 0
0
Edelweiss Maiden Opportunities Fund Series 1 Regular - Growth Growth 9.68 0 0 0 0
0
Edelweiss Maiden Opportunities Fund Series 1 Regular - Dividend Dividend 9.68 0 0 0 0
0
Edelweiss Maiden Opportunities Fund Series 1 Direct - Growth Growth 9.7 0 0 0 0
0
Edelweiss Maiden Opportunities Fund Series 1 Direct - Dividend Dividend 9.7 0 0 0 0
0
Edelweiss Low Duration Fund Retail-Growth Growth 1874.27 6.91 4 5.81 0
0
Edelweiss Low Duration Fund Retail-Dividend Weekly Dividend 1007.25 6.91 4 5.81 0
0
Edelweiss Low Duration Fund Retail-Dividend Monthly Dividend 1063.57 6.91 4 5.81 0
0
Edelweiss Low Duration Fund Retail-Dividend Daily Dividend 1003.68 6.91 4 5.81 0
0
Edelweiss Liquid Fund Retail-Growth Growth 2040.37 6.77 6.9 7.7 0
0
Edelweiss Liquid Fund Retail-Dividend Weekly Dividend 1051.58 6.77 6.9 7.7 0
0
Edelweiss Liquid Fund Retail-Dividend Monthly Dividend 1064 6.77 6.9 7.7 0
0
Edelweiss Liquid Fund Retail-Dividend Daily Dividend 1002.16 6.77 6.9 7.7 0
0
Edelweiss Large Cap Fund Plan C-Growth Growth 33.17 15.82 8.32 14.77 0
0
Edelweiss Large Cap Fund Plan C-Dividend Dividend 27.11 15.82 8.32 14.77 0
0
Edelweiss Large Cap Fund Plan B-Growth Growth 33.61 15.82 8.32 14.77 0
0
Edelweiss Large Cap Fund Plan B-Dividend Dividend 34.01 15.82 8.32 14.77 0
0
Edelweiss Greater China Equity Off-shore Fund Regular-Growth Growth 29.3 34.48 8.86 14.7 0
0
Edelweiss Greater China Equity Off-shore Fund Direct-Growth Growth 30.88 35.74 9.91 15.81 0
0
Edelweiss Fixed Maturity Plan Series 41 Regular - Growth Growth 10.75 6.17 0 0 0
0
Edelweiss Fixed Maturity Plan Series 41 Regular - Dividend Dividend 10.75 6.17 0 0 0
0
Edelweiss Fixed Maturity Plan Series 41 Direct - Growth Growth 10.8 6.59 0 0 0
0
Edelweiss Fixed Maturity Plan Series 41 Direct - Dividend Dividend 10.8 6.59 0 0 0
0
Edelweiss Fixed Maturity Plan Series 38 Regular-Growth Growth 14.04 6.47 7.8 0 0
0

The Key Features of Edelweiss Mutual Funds

The following are the key features of Edelweiss Mutual Fund.

  1. Professionally Managed Funds

The fund products offered by EMF are the pool of funds that are managed by mutual fund professionals. The pool is invested by clients’ in the differed debentures, shares and securities.

  1. Research Driven and Process-Oriented Investment Approach

The fund house follows the investment approach that is research-driven and process-oriented and it focuses on assisting investors to manage and grow their funds.

  1. Well-Experienced

The management team at EMF is highly experienced in the domain of mutual funds.

Different Types of Funds Offered by Edelweiss Mutual Funds

Edelweiss mutual fund offers plans that fall under the below-mentioned types:

  1. Equity Funds

These funds make investment in stocks or equities investment instruments. This plan is ideal for the investors having a high-risk appetite, as the risk associated with this particular type of funds is high. The money is invested directly in stock as a result. As compared to other kinds of fund, both the risk and returns are high. 

  1. Debt Funds

This kind of mutual funds makes the investment in debt vehicles like corporate bonds and government securities. These funds are known as safe fund products, as the risk involved in this fund is lower in comparison to the other types of fund. The main aim of these funds is to conserve cash and generate income. 

  1. Liquid Funds

These funds aim at high liquidity that generally is associated with a short period of maturity. Liquid funds generally make the investment in money market vehicles, including certificates of deposit, treasury bills, term deposits, and commercial papers. 

These funds don’t have a freezing period and that is the best fund alternative for short-term investments.

Why Select Edelweiss Mutual Funds?

Along with excellent performance and high returns on its different plans under its various fund types, the following are the benefits to make the investment in the Edelweiss Mutual Funds:

  1. Substantial Risk Management

It analyses the risk threshold of its diverse investors and offers them mutual funds’ variety in coordination with that only. It assures a good relationship with the customers, and along with that, it keeps them immune to risks as well.

  1. A Wide Variety of Fund Schemes

Edelweiss Mutual Funds offer a wide variety of fund schemes to its valuable clients. These plans depend on the fund that they choose to make the investment in as well as the freezing period that comes with that specific scheme. This let customers make a selection of the scheme that is most suitable to them.

  1. Regulated Fund Schemes

Mutual fund plans offered by Edelweiss MF are monitored by Securities and Exchange Board of India (SEBI). This ensures that the plans are safeguarded against any possible financial scam.

  1. Excellent Management Team

The fund house boasts of a solid management team that makes sure investors’ portfolio is well-managed by the mutual fund professionals. Their portfolio managers analyze investment requirements of their investors and help them accomplish their goals accordingly.