Edelweiss Mutual Fund
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Edelweiss Mutual Fund

A member of Edelweiss Group, Edelweiss Mutual Fund is one of India’s youngest asset management companies. Registered with SEBI in 2008, the AMC is a 100% subsidiary of Edelweiss Financial Services, a listed company and a diversified financial services provider in India. Edelweiss AMC has many firsts. In 2016, it acquired JP Morgan AMC’s India business quadrupling in size. In 2019, it won a mandate for launching India’s first corporate bond ETF - Bharat Bond, a government-backed initiative. It was the first AMC to bring MSCI - world’s leading index provider, to the Indian market.Edelweiss Mutual Fund offers about 35 mutual fund schemes across equity, hybrid, debt, and other categories. Edelweiss Mutual Fund manages an Average AUM of Rs. 1,43,600 Cr as of June 2024.

List of All Edelweiss Mutual Fund

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Details of Edelweiss Mutual Fund

Founding DateAugust 23, 2007
AddressEdelwiess House,Off.C.S.T. Road,Kalina, Mumbai - 400 098.
EmailEMFHelp@Edelweissmf.com
Telephone022 40979737

Documents Required to Invest

To invest in Edelweiss Mutual Fund schemes, there is no physical documentation required. You need to upload the following KYC documents online:

  • Proof of Identity (PAN, Aadhaar)
  • Proof of Address (Aadhaar)

How to Invest in Edelweiss Mutual Fund

Step 1: Download the Rupeezy App if you do not have an account.

Step 2: If you are a first-time user, you need to submit your KYC documents like PAN, Aadhaar, add personal details, and complete the account verification.

Step 3: Select Edelweiss Mutual Fund and review the scheme list in each category.

Step 4: Assess the funds' performance and risk parameters.

Step 5: Select the appropriate category as per your financial goal and risk appetite.

Step 6: Compare the selected fund with other funds in its category using Smart Explore on a visual graph.

Step 7: Check fund portfolio overlap among all funds in your portfolio. Check the fund impact on your overall portfolio with the Impact Analysis feature.

Step 8: Select the fund, add lumpsum, or SIP, and set up payment with UPI or net banking.

Edelweiss Mutual Fund FAQs

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