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Edelweiss Hybrid Mutual Funds

Edelweiss Hybrid 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

₹1,52,434 Cr

AUM growth

₹3,789 Cr

Fund managers

12

Explore Edelweiss Hybrid Mutual Funds

NameFund sizeExpense Ratio1 Y3 Y
Edelweiss Aggressive Hybrid Fund Direct Growth
Edelweiss Aggressive Hybrid Fund Direct Growth

Aggressive Allocation Very High Risk

₹1,660 Cr0.33%36.1%21.2%
Edelweiss Balanced Advantage Fund Direct Growth
Edelweiss Balanced Advantage Fund Direct Growth

Dynamic Asset Allocation Very High Risk

₹11,281 Cr0.48%26.9%14.6%
Edelweiss Equity Savings Fund Direct Growth
₹405 Cr0.59%18.1%11.1%
Edelweiss Arbitrage Fund Direct Growth
₹11,768 Cr0.37%8.7%6.6%
Edelweiss Multi Asset Allocation Fund Direct Growth
Edelweiss Multi Asset Allocation Fund Direct Growth

Multi Asset Allocation Low to Moderate Risk

₹916 Cr0.4%%%
View all Edelweiss Hybrid Mutual Funds

Top Edelweiss Hybrid Fund Managers

₹1,13,185 Cr

AUM

24

Schemes

PK

Pranavi Kulkarni

₹5,600 Cr

AUM

3

Schemes

₹30,506 Cr

AUM

23

Schemes

₹19,898 Cr

AUM

17

Schemes

₹1,15,943 Cr

AUM

22

Schemes

₹2,127 Cr

AUM

2

Schemes

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All about Edelweiss Hybrid 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