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Should You Invest in Edelweiss Mutual Funds in 2024?

blog-image
Mar 20, 2024
15 Mins

Edelweiss Mutual Funds, boasting an AUM of ₹159,908 crores, provides a varied selection of 60 schemes spanning diverse categories, such as 20 equity funds, 28 debt funds, and 5 hybrid funds. For details on Edelweiss MF scheme insights, historical returns, and comparison for investing in top Edelweiss funds, you're in the right spot! Choose mutual funds aligning with your investment goals, risk appetite, and other preferences.

Overview of Edelweiss Mutual Funds

Edelweiss Mutual Funds oversees an AUM of ₹1,59,909 crores under Edelweiss Asset Management Limited, founded on 30th April 2008. Sponsored by Edelweiss Financial Services Limited, its key figures include Mr. Dhawal Dalal and Mr. Harshad Patwardhan as Chief Investment Officers, with Ms. Radhika Gupta as MD & CEO. Reach them at 022-40933400 or email emfhelp@edelweissfin.com. Visit www.edelweissmf.com for more info. Trustee: Edelweiss Trusteeship Company Limited, located in Mumbai.

Best Edelweiss Mutual Fund Schemes to Invest in for 2024

  • BHARAT Bond FOF April 2031 (G): AUM ₹4518.30 Cr, NAV ₹12.08, 3Y Returns 6.5%
  • BHARAT Bond ETF FOF April 2032 (G): AUM ₹4320.82 Cr, NAV ₹11.34, 3Y Returns N/A
  • BHARAT Bond FOF April 2030 (G): AUM ₹6824.72 Cr, NAV ₹13.49, 3Y Returns 6.7%
  • Edelweiss Balanced Advantage Fund (G): AUM ₹10622.55 Cr, NAV ₹44.30, 3Y Returns 12.6%
  • Edelweiss Recently Listed IPO Fund (G): AUM ₹942.95 Cr, NAV ₹21.54, 3Y Returns 13.4%
  • Edelweiss Arbitrage Fund (G): AUM ₹8768.07 Cr, NAV ₹17.74, 3Y Returns 5.5%
  • Edelweiss Europe Dynamic Equity Offshore Fund (G): AUM ₹78.50 Cr, NAV ₹18.61, 3Y Returns 9.5%
  • Edelweiss Flexi Cap Fund (G): AUM ₹1643.90 Cr, NAV ₹30.74, 3Y Returns 18.9%
  • Edelweiss Mid Cap Fund (G): AUM ₹5066.57 Cr, NAV ₹73.11, 3Y Returns 24.2%
  • Edelweiss Greater China Equity Offshore Fund (G): AUM ₹1235.71 Cr, NAV ₹33.25, 3Y Returns -14.7%
  • Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50 50 Index Fund 2026 (G): AUM ₹10062.74 Cr, NAV ₹11.78, 3Y Returns 5.6%
  • Edelweiss Small Cap Fund (G): AUM ₹3147.36 Cr, NAV ₹34.60, 3Y Returns 25.9%

Discovering all Edelweiss Mutual Funds unveils the latest NAVs, AUMs, and 3-year Returns of the top funds. Opt for Scripbox Recommended High Return Mutual Funds as per your financial aims.

Outstanding Fund Managers at Edelweiss Mutual Fund

  • Dhawal Dalal - Fund Manager
  • Gautam Kaul - Fund Manager
  • Rahul Dedhia - Fund Manager
  • Bharat Lahoti - Fund Manager
  • Bhavesh Jain - Fund Manager
  • Bhavin Patadia - Fund Manager
  • Ashwani Agarwalla - Fund Manager
  • Trideep Bhattacharya - Fund Manager
  • Sahil Shah - Fund Manager

How to Invest in Edelweiss Mutual Funds?

Invest online with Scripbox: Follow these steps-

  1. Visit the Scripbox website to view investment plans, select an option that resonates with your goals, and proceed.
  2. Create an account or sign in. Choose payment options like "Every month SIP" or "One-time payment".
  3. Check fund allocation, adjust as needed, and initiate payment.
  4. Submit bank and PAN details. Ensure secure transactions for investments and redemptions.

KYC Requirements

Completing KYC is mandatory before investing in SEBI registered mutual funds, requiring identification documents to ensure compliance. Residents must provide a photograph, PAN card, address proof, a KYC authorization statement, and a video selfie. Upload these during registration or send them via Scripbox WhatsApp +91-8884448026 or email.

How to Download Edelweiss MF Investment Statement?

Download your investment statement via the Scripbox App: Log in, select "Profile," go to "Investment History," and click "Email Me" to receive the download link.

The excel statement includes:

  • Order Tab: Includes folio number, investor name, fund name, etc.
  • Current Holding Tab: Displays fund details, units, current value, etc.

Top Fund Managers at Edelweiss Mutual Fund

Notable leaders such as Mr. Harshad Patwardhan, Mr. Bhavesh Jain, Mr. Bharat Lahoti, and others efficiently handle various equity and debt portfolios, contributing to Edelweiss's success.

Conclusion

Investing in Edelweiss Mutual Funds offers diverse schemes for different investment needs. Professionals ensure optimal management, while Scripbox facilitates a seamless investment process. Discover top-performing Edelweiss funds today and align them with your financial objectives.

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Team Pluto
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Invest Smarter, Here's how to achieve Your Dreams 80% Faster - Let’s Get Started!Trusted by 3 Crore+ Indians
Dream Home
Dream Wedding
Dream Car
Retirement
1st Crore
credit-cards

Should You Invest in Edelweiss Mutual Funds in 2024?

blog-image
Mar 20, 2024
15 Mins

Edelweiss Mutual Funds, boasting an AUM of ₹159,908 crores, provides a varied selection of 60 schemes spanning diverse categories, such as 20 equity funds, 28 debt funds, and 5 hybrid funds. For details on Edelweiss MF scheme insights, historical returns, and comparison for investing in top Edelweiss funds, you're in the right spot! Choose mutual funds aligning with your investment goals, risk appetite, and other preferences.

Overview of Edelweiss Mutual Funds

Edelweiss Mutual Funds oversees an AUM of ₹1,59,909 crores under Edelweiss Asset Management Limited, founded on 30th April 2008. Sponsored by Edelweiss Financial Services Limited, its key figures include Mr. Dhawal Dalal and Mr. Harshad Patwardhan as Chief Investment Officers, with Ms. Radhika Gupta as MD & CEO. Reach them at 022-40933400 or email emfhelp@edelweissfin.com. Visit www.edelweissmf.com for more info. Trustee: Edelweiss Trusteeship Company Limited, located in Mumbai.

Best Edelweiss Mutual Fund Schemes to Invest in for 2024

  • BHARAT Bond FOF April 2031 (G): AUM ₹4518.30 Cr, NAV ₹12.08, 3Y Returns 6.5%
  • BHARAT Bond ETF FOF April 2032 (G): AUM ₹4320.82 Cr, NAV ₹11.34, 3Y Returns N/A
  • BHARAT Bond FOF April 2030 (G): AUM ₹6824.72 Cr, NAV ₹13.49, 3Y Returns 6.7%
  • Edelweiss Balanced Advantage Fund (G): AUM ₹10622.55 Cr, NAV ₹44.30, 3Y Returns 12.6%
  • Edelweiss Recently Listed IPO Fund (G): AUM ₹942.95 Cr, NAV ₹21.54, 3Y Returns 13.4%
  • Edelweiss Arbitrage Fund (G): AUM ₹8768.07 Cr, NAV ₹17.74, 3Y Returns 5.5%
  • Edelweiss Europe Dynamic Equity Offshore Fund (G): AUM ₹78.50 Cr, NAV ₹18.61, 3Y Returns 9.5%
  • Edelweiss Flexi Cap Fund (G): AUM ₹1643.90 Cr, NAV ₹30.74, 3Y Returns 18.9%
  • Edelweiss Mid Cap Fund (G): AUM ₹5066.57 Cr, NAV ₹73.11, 3Y Returns 24.2%
  • Edelweiss Greater China Equity Offshore Fund (G): AUM ₹1235.71 Cr, NAV ₹33.25, 3Y Returns -14.7%
  • Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50 50 Index Fund 2026 (G): AUM ₹10062.74 Cr, NAV ₹11.78, 3Y Returns 5.6%
  • Edelweiss Small Cap Fund (G): AUM ₹3147.36 Cr, NAV ₹34.60, 3Y Returns 25.9%

Discovering all Edelweiss Mutual Funds unveils the latest NAVs, AUMs, and 3-year Returns of the top funds. Opt for Scripbox Recommended High Return Mutual Funds as per your financial aims.

Outstanding Fund Managers at Edelweiss Mutual Fund

  • Dhawal Dalal - Fund Manager
  • Gautam Kaul - Fund Manager
  • Rahul Dedhia - Fund Manager
  • Bharat Lahoti - Fund Manager
  • Bhavesh Jain - Fund Manager
  • Bhavin Patadia - Fund Manager
  • Ashwani Agarwalla - Fund Manager
  • Trideep Bhattacharya - Fund Manager
  • Sahil Shah - Fund Manager

How to Invest in Edelweiss Mutual Funds?

Invest online with Scripbox: Follow these steps-

  1. Visit the Scripbox website to view investment plans, select an option that resonates with your goals, and proceed.
  2. Create an account or sign in. Choose payment options like "Every month SIP" or "One-time payment".
  3. Check fund allocation, adjust as needed, and initiate payment.
  4. Submit bank and PAN details. Ensure secure transactions for investments and redemptions.

KYC Requirements

Completing KYC is mandatory before investing in SEBI registered mutual funds, requiring identification documents to ensure compliance. Residents must provide a photograph, PAN card, address proof, a KYC authorization statement, and a video selfie. Upload these during registration or send them via Scripbox WhatsApp +91-8884448026 or email.

How to Download Edelweiss MF Investment Statement?

Download your investment statement via the Scripbox App: Log in, select "Profile," go to "Investment History," and click "Email Me" to receive the download link.

The excel statement includes:

  • Order Tab: Includes folio number, investor name, fund name, etc.
  • Current Holding Tab: Displays fund details, units, current value, etc.

Top Fund Managers at Edelweiss Mutual Fund

Notable leaders such as Mr. Harshad Patwardhan, Mr. Bhavesh Jain, Mr. Bharat Lahoti, and others efficiently handle various equity and debt portfolios, contributing to Edelweiss's success.

Conclusion

Investing in Edelweiss Mutual Funds offers diverse schemes for different investment needs. Professionals ensure optimal management, while Scripbox facilitates a seamless investment process. Discover top-performing Edelweiss funds today and align them with your financial objectives.

Available on both IOS and AndroidTry Pluto Money Today 👇
Author
Team Pluto
Have a question?
Digital GoldInvest in 24K Gold with Zero making ChargesLearn More
Digital SilverInvest in silver with Zero making ChargesLearn More
Pluto FixedEarn from 11% to 14% Returns annually in a fixed lock-in periodLearn More