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Overview: Edelweiss Asset Management Company
Edelweiss Asset Management Limited is a part of the Investment & Advisory Line of Edelweiss Group. It is the fastest growing AMC in India which has delivered impressive returns for over a decade.
It offers one of the most popular investment opportunities in mutual funds, with proficient risk return spectrum across domestic as well as global asset classes. They also provide services in Alternative Investment Solutions, being the key players in that segment.
Table of Contents :
Mutual Funds offered by Edelweiss Asset Management Company
Ms. Radhika Gupta, CEO of Edelweiss Asset Management believes that “Ideas create wealth but Values protect it”. Under her leadership, the AMC has shown tremendous growth with net assets under management growing steadily each passing year. Given below are some popular mutual fund schemes offered by Edelweiss Asset Management Company.
Edelweiss Equity Mutual funds
Equity Mutual Funds offered by Edelweiss are high growth schemes that are perfect for meeting your long term investment goals. Since they invest predominantly in stocks, and capitalize on positive market fluctuations, they’re seen as high risk investment vehicles. Here is a list of top 5 Edelweiss Equity Funds one can consider investing in:
| Fund Name | 3 Year (%) | 5 Year (%) | NAV | Fund Size (Cr) |
| Edelweiss Mid Cap Fund | 5.81 | 12.17 | 12.17 | 918.11 |
| Edelweiss Large and Mid Cap Fund | 9.68 | 10.73 | 33.51 | 431.93 |
| Edelweiss Multi Cap Fund | 10.9 | – | 15.03 | 357.54 |
| Edelweiss Large Cap Fund | 9.98 | 10.25 | 37.31 | 165.02 |
| Edelweiss Long Term Equity Fund | 7.24 | 9.57 | 49.24 | 105.67 |
Edelweiss Debt Mutual Funds
Debt Mutual Funds are risk -free investment vehicles available to investors who want to earn assured returns. These funds predominantly invest in highly rated bonds, Treasury Bills, Certificate of Deposits, and other fixed-interest instruments. Here is a list of top 5 Debt Funds offered by Edelweiss:
| Fund Name | 3 Year (%) | 5 Year (%) | NAV | Fund Size (Cr) |
| Edelweiss Liquid Fund | 7.06 | 7.06 | 2491.99 | 3292.8 |
| Edelweiss Low Duration Fund | – | – | 10.62 | 298.73 |
| Edelweiss Overnight Fund | – | – | 1012.05 | – |
| Edelweiss Corporate Fund | 2.28 | 5.33 | 13.11 | 120.63 |
| Edelweiss Banking & PSU Fund | 8.15 | 8.51 | 16.79 | 60.99 |
Edelweiss Hybrid Mutual Funds
Hybrid Mutual Funds invest in both equities and debt securities to generate quality returns. Exposure to different asset classes depend on the investment stance of the specific hybrid fund. This lessens the risk associated with pure Equity Funds, as some of the assets are allocated to relatively secure debt securities. Here is a list of Hybrid Mutual Funds offered by Edelweiss:
| Fund Name | 3 Year (%) | 5 Year (%) | NAV | Fund Size (Cr) |
| Edelweiss Aggressive Hybrid Fund | 6.68 | 8.48 | – | 6.68 |
| Edelweiss Arbitrage Funds | 6.94 | 7.36 | 14.66 | 3482.22 |
| Edelweiss Balanced Advantage Fund | 8.39 | 8.3 | 24.97 | 1443.76 |
| Edelweiss Equity Savings Fund | 8.08 | 7.93 | 14.65 | 126.28 |
How to Invest in Edelweiss Mutual Funds via Paisabazaar.com?
Step 1: On Paisabazaar.com, select the ‘Mutual Fund’ option.
Step 2: If you are a registered user, login onto the platform using your mobile number and password/OTP. Or create a new account.
Step 3: Choose ‘Invest’ >‘Explore All Funds’ on the left side bar.
Step 4: Select the Edelweiss Mutual Fund of your choice. Now, all the details of the fund including NAV, risk level, etc. will appear.
Step 5: Enter the amount you wish to invest, select the investment type – SIP or Lumpsum, and click on the ‘Confirm & add to cart’ option.
Step 6: You can complete the payment using net banking of major Indian banks.
The mutual fund units will be allotted to you within 5 working days. If you’re not KYC Compliant, you will need to complete your KYC before investing in mutual fund schemes.
How to Complete Your KYC Check for Edelweiss Mutual Fund
KYC (Know Your Customer) is a one-time customer identification process and a mandatory compliance requirement for investors who wish to invest in mutual funds. It has been made compulsory by the capital markets regulator SEBI (Securities and Exchange Board of India) for mutual fund investments in order to curb fraudulent activities.
If you’re a first time customer, you need to get your KYC Check before investing in Mutual Funds.
The KYC Process can be initiated and completed with any of the following SEBI-registered intermediaries:
- The Fund House (Asset Management Company)
- KYC Registration Agency (KRA) such as CAMS, Karvy, CSDL (Central Depository Services Limited) Ventures, NSDL (National Securities Depository Limited) and NSE-owned (National Stock Exchange) DotEx International Limited
To complete your KYC online, follow these steps, and you’ll be good to go:
Step 1: Visit the website of Edelweiss Mutual Fund or any of the above-mentioned KRA’s website and create an investor account by filling in your personal details and your Aadhaar-linked mobile number so that you can verify the account using that OTP.
Step 2: Upload self-attested copies of your Identity Proof and Address Proof.
That’s all. Your eKYC process is done!
Documents Required for Edelweiss Mutual Fund Investment
Here is a list of official documents required to validate the identity and address of an investor:
1. Identity Proof
- Aadhaar Card
- PAN Card
- Passport
- Driving License
2. Address Proof
- Aadhar Card
- Driving License
- Passport
- Recent Utility Bill
- Rental/Lease Agreement
Benefits of Investing in Mutual Funds
- Mutual Funds are considered safe investment options as they are regulated by SEBI which saves the Investor from any fraudulent activities by the mutual fund companies
- Dividends earned are tax free if the securities are hold for more than an year
- Mutual funds are considered to be liquid as most of the schemes are liquidated within 3 days and some of the liquid funds can be liquidated overnight
- Investing and redemption in Edelweiss Mutual Fund is very easy and hassle free task
- Portfolio maintained by the Edelweiss Mutual Funds is always maintained by averaging the risk and the return, investor can expect good rate of return by not compromising on the risk part
- Investor can also choose for Systematic Investment Planning by which he can save some part of his monthly income in the mutual funds and in long term can make more money for his future goals
- Edelweiss Mutual Funds believes in complete transparency and publishes the report timely and investor can view the portfolio anytime.
Popular Fund Managers of Edelweiss Asset Management Company
- Radhika Gupta
Radhika Gupta is the Chief Executive Officer of Edelweiss Asset Management. An alumnus of the University of Pennsylvania, she has been an asset management professional for quite a long time and strategically manages the plethora of mutual funds offered by the AMC.
- Niranjan Awasthi
With more than 13 years of professional experience in the finance industry, Niranjan Awasthi heads the product and marketing team of Edelweiss’s investments vertical. He analyses the various macroeconomic trends and takes prudent strategic decisions for the betterment of the AMC and the investors.
- George Bose
George Bose is the Head of Operations of Edelweiss AMC. He has a professional experience of over 15 years, and had joined Edelweiss in the year 2010. He looks after the proper functioning of Banking, Settlement and Fund Accounting of the AMC.
- Vijayalaxmi Khatri
Being a mutual fund professional for the past 15 years, Vijayalaxmi Khatri looks after compliance, secretarial, legal and risk functions of the asset management vertical of Edelweiss. She has set up a robust risk management system for the AMC.
Also Read: Edelweiss Mutual Fund Launches US Technology Equity Fund of Fund
Frequently Asked Questions
Q. What is an Asset Management Company (AMC)?
A. AMC is an organisation which manages the pooled funds from numerous investors and invests them in various financial securities to generate returns.
Q. What is Net Asset Value (NAV)?
A. Net Asset Value measures the performance of an individual mutual fund scheme of an AMC. In essence, it is the market valuation of the securities the fund has invested in. So, the NAV per unit is derived from dividing the total market value of all the invested securities by total number of units issued. Since, the number of unit holders and valuation of securities change everyday, the NAV of a mutual fund also changes accordingly.
Q. What is Expense Ratio?
A. Expense Ratio refers to a small amount of fee charged by Asset Management Companies annually to manage investors’ assets. It covers the operating and managing cost incurred by the AMC. It is a percentage of the total assets invested by the investor.
Q. What is Entry Load?
A. When an investor purchases units of a mutual fund scheme for the first time, s/he is charged a small amount of processing fee by the Asset Management Company which is known as an Entry Load.
Q. What is Exit Load?
A. When investors redeem their investment from a mutual fund scheme, s/he is charged a small amount of processing fee which is known as an Exit Load. It is also charged when investors choose to switch between different mutual fund schemes of a specific AMC.