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Edelweiss Equity Mutual Funds

Edelweiss Equity Mutual Funds

About This AMC

Edelweiss Mutual Fund was established on August 23, 2007 as a Trust sponsored by Edelweiss Financial Services Limited. It was in April 2008, when Edelweiss Asset Management Limited, got a green signal from SEBI to commence its mutual fund business and operations as Edelweiss Mutual Fund.

The company expanded its reach by acquiring Forefront Capital in 2014 and JP Morgan AMC's India business in 2016. It further made history as the first fund house in India to launch a passive debt fund, the Bharat Bond ETF. 

Currently, Ms. Radhika Gupta is the Managing Director & CEO of Edelweiss Mutual Fund. Mr. Dhawal Dalal and Mr. Trideep Bhattacharya, are the CIOs (Chief Investment Officers) of Edelweiss Mutual Fund.

Edelweiss Mutual Fund offers 53 schemes across different categories and has an AUM of ₹1,49,382 crore.

As of April 2024

Schemes

53

AUM

₹1,48,645 Cr

AUM growth

-₹737 Cr

Fund managers

11

Explore Edelweiss Equity Mutual Funds

NameFund sizeExpense Ratio1 Y3 Y
Edelweiss Small Cap Fund Direct Growth
₹3,361 Cr0.43%49.0%29.7%
Edelweiss Mid Cap Fund Direct Growth
₹5,534 Cr0.43%54.7%28.6%
Edelweiss Flexi Cap Fund Direct Growth
₹1,784 Cr0.45%43.2%22.9%
Edelweiss Large & Mid Cap Fund Direct Growth
Edelweiss Large & Mid Cap Fund Direct Growth

Large & Mid-Cap Very High Risk

₹2,973 Cr0.45%40.3%22.0%
Edelweiss Long Term Equity Fund Direct Growth
Edelweiss Long Term Equity Fund Direct Growth

ELSS (Tax Savings) Very High Risk

₹342 Cr0.69%36.1%20.0%
Edelweiss Large Cap Fund Direct Growth
₹874 Cr0.65%34.1%19.8%
Edelweiss Recently Listed IPO Fund Direct Growth
₹932 Cr0.96%41.8%18.1%
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct Growth
₹140 Cr0.49%41.4%13.6%
Edelweiss US Technology Equity Fund of Fund Direct Growth
₹2,152 Cr1.41%50.8%12.5%
Edelweiss US Value Equity Offshore Fund Direct Growth
₹101 Cr1.45%21.7%10.3%
View all Edelweiss Equity Mutual Funds

Top Edelweiss Equity Fund Managers

₹1,11,454 Cr

AUM

24

Schemes

PK

Pranavi Kulkarni

₹4,968 Cr

AUM

3

Schemes

₹28,788 Cr

AUM

22

Schemes

₹19,301 Cr

AUM

17

Schemes

₹1,14,549 Cr

AUM

22

Schemes

₹2,020 Cr

AUM

2

Schemes

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All about Edelweiss Equity Mutual Funds

Key Information

Mutual Fund NameEdelweiss Mutual Fund
Asset Management Company NameEdelweiss Asset Management Limited
AMC Setup DateApril 30, 2008
AMC Incorporation DateAugust 23, 2007
Sponsor NameEdelweiss Financial Services Limited
Name Of Trustees

Mr. K. Ramaswamy - Trustee

Mr. K. Venugopal - Trustee

Mr. Kedar Desai - Trustee

Ms. Kamala Kantharaj - Director

CIOMr. Dhawal Dalal - Debt, Mr. Trideep Bhattacharya - Equity
MD And CEOMr. Radhika Gupta
Compliance OfficerMs. Jehzeel Master
Investor Service OfficerMs. Abdulla Chaudhari
Updated As OfApril 2024