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Dhawal Dalal

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Fund Manager at Edelweiss Mutual Fund

₹1,11,454 Cr

AUM

24

Schemes

About Dhawal Dalal

I began my 2nd Inning as Chief Investment Officer - Fixed Income with Edelweiss Mutual Fund from Oct 20, 2016. Prior to that, I was an EVP & Head - Fixed Income at DSP BLK Mutual Fund (now DSP IM) since 1998. I led a team of Fund Managers and managed ~INR220 billion of FI assets across the maturity and IG credit spectrum. At Edelweiss AMC, apart from steering actively managed FI funds and generating long term track record of stellar performance, I played a pivotal role in conceptualization, design and launch of BHARAT Bond ETF (BBETF), a GOI initiated first true corporate bond ETF, in late 2019. BBETF have been transformational in attracting Retail/HNI inflows into bond markets for their long term FI allocation. The BBETF program and successful launch of private label Bond Index Funds have ushered Edelweiss AMC into #1 in Passive FI Fund Category & help raise its rank of aggregate AUM to #12 by Oct 22. As on Feb ‘23, total AUM of FI funds has crossed INR700 billion ($8.5 billion) among six BBETFs and 12 Index Funds. I began my career in fixed income at Merrill Lynch Asset Management in USA in 1996, worked for two years at various desks and gained experience in different investment strategies, trading in money market assets and govt bonds, managing liquidity & credit risks, as well as generating risk-adjusted returns. I returned home in 1998 and joined DSP Merrill Lynch Asset Management, now known as DSP BlackRock Mutual Fund. I played an instrumental role in growing fixed income assets from around INR1 billion in 1998 to around INR250 billion as on July 2016 invested across 15 unique FI & hybrid schemes comprising 55% of total assets. I have established a long-term track record of generating consistent & positive risk-adjusted returns over various time intervals & business cycles. I served on the Executive Committee of DSP BLK MF. I am an active member of the AMFI Valuation Committee since 2000 and have contributed to shaping important regulatory framework for fixed income mutual funds. I am a keen student of ever-changing markets. I believe in adaptive investment approach. I have a flexible & collaborative attitude towards investments - aimed at protecting the downside risk. It has served investors well in volatile market conditions. My affable investment approach has been widely appreciated by a set of investors and many of my funds have won several awards, recognitions and nominations. I regularly appear on TV & newspapers and active on social media. I also participate in various panel discussions on the bond market and market forums.

Funds managed by Dhawal Dalal

All Funds

Debt

Hybrid

NameExpense RatioExit LoadFund size
1Y
Edelweiss Banking and PSU Debt Fund Direct Growth

Moderate Risk

0.39%-₹284.54 Cr6.2%
Edelweiss Money Market Fund Direct Growth

Low to Moderate Risk

0.24%-₹485.28 Cr7.4%
Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund Direct Growth

Low to Moderate Risk

0.21%0.10%₹845.82 Cr6.9%
BHARAT Bond FOF April 2030 Direct Growth

Moderate Risk

0.06%0.10%₹6773.12 Cr6.1%
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund Direct Growth

Moderate Risk

0.2%0.10%₹173.02 Cr6.6%
Edelweiss Multi Asset Allocation Fund Direct Growth

Low to Moderate Risk

0.4%0.10%₹796.16 Cr-
Edelweiss Government Securities Fund Direct Growth

Moderate Risk

0.47%-₹143.56 Cr7.6%
Edelweiss Aggressive Hybrid Fund Direct Growth

Very High Risk

0.33%1.00%₹1564.25 Cr35.4%
Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund Direct Growth

Low to Moderate Risk

0.17%0.15%₹3218.01 Cr6.7%
BHARAT Bond FOF April 2025 Direct Growth

Low to Moderate Risk

0.06%0.10%₹4964.02 Cr6.9%
BHARAT Bond FOF April 2031 Direct Growth

Moderate Risk

0.06%0.10%₹4524.46 Cr6.5%
Edelweiss Arbitrage Fund Direct Growth

Low Risk

0.37%0.10%₹10242.64 Cr8.5%
BHARAT Bond ETF FOF - April 2033 Direct Growth

Moderate Risk

0.06%0.10%₹2111.36 Cr6.7%
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.10%₹92.38 Cr6.5%
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund Direct Growth

Moderate Risk

0.2%-₹148.24 Cr6.8%
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Direct Growth

Moderate Risk

0.2%0.10%₹943.06 Cr6.6%
BHARAT Bond ETF FOF - April 2032 Direct Growth

Moderate Risk

0.06%0.10%₹4324.04 Cr6.3%
Edelweiss Nifty PSU Bond Plus SDL Apr 2026 50:50 Index Fund Direct Growth

Low to Moderate Risk

0.17%0.10%₹10028.02 Cr6.9%
Edelweiss Equity Savings Fund Direct Growth

Moderate Risk

0.59%0.25%₹389.20 Cr17.4%

Experience

President & CIO - Fixed Income

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Edelweiss Asset Management Limited

Chief Investment Officer - Fixed Income

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Edelweiss Asset Management Limited

Senior Executive Vice President & Chief Investment Officer - Fixed Income

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Edelweiss Asset Management Limited

Executive Vice President & Head - Fixed Income

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DSP BlackRock Mutual Fund

Research Associate

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Merrill Lynch Asset Management

Education

The University of Dallas, Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law.

L.D. College of Engineering, Bachelor of Engineering (B.Eng.), Mechanical Engineering.