Edelweiss Mutual Fund

Q: Are Edelweiss Mutual Fund mutual fund's schemes safe to invest in?

Yes, Edelweiss Mutual Fund mutual fund schemes are considered safe investments. In India, all Asset Management Companies (AMC), including Edelweiss Mutual Fund, are regulated by SEBI (Securities and Exchange Board of India) and AMFI (Association of Mutual Funds in India). The mutual fund industry operates under strict regulations to safeguard investors' interests. However, it's crucial for investors to conduct thorough research to ensure that the specific fund schemes align with their financial goals and risk tolerance.

Q: Are Edelweiss Mutual Fund mutual funds tax-free?

Edelweiss Mutual Fund Mutual Fund schemes are not tax free. Mutual fund capital gains are subject to capital gains tax. In the case of equity mutual funds, mutual fund units sold within a year of purchase will attract a 20% tax on profits. Gains from mutual funds held for more than a year are taxed at 12.5%. For debt funds, the debt fund units sold within three years will be taxed as per the income tax slab. For debt funds held for over three years, the tax rate is 12.5% without indexation benefits.

Q: Which are the top performing funds of Edelweiss Mutual Fund?

Here are some of the best-performing funds from Edelweiss Mutual Fund AMC based on past 5-year returns: Fund Name 5-Year Return (%) Edelweiss Nifty 50 Index Fund 5.64% Edelweiss Consumption Fund 0% Edelweiss Nifty Alpha Low Volatility 30 Index Fund 0% Edelweiss Nifty 100 Quality 30 Index Fund 6.40% Edelweiss Focused Fund 0%

Q: Are Edelweiss Mutual Fund a good choice for long-term capital appreciation?

Yes, Edelweiss Mutual Fund AMC is good for long-term capital appreciation. The equity schemes under the AMC have performed well over the long term and delivered returns above the category average. Visit the Rupeezy Invest App to check Edelweiss Mutual Fund AMC fund performance.

Q: How can I check my Edelweiss Mutual Fund mutual funds status on Rupeezy?

You can log in to your Rupeezy app and view your portfolio which will show you the current value as per the prevailing NAV on the last closing business day.

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 43 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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Hybrid

ELSS

Index

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3Y Return

Fund Name	Return	Risk	Cat. Avg
Edelweiss Mid Cap Fund Equity●Mid Cap Fund	19.73%	19.73%	-
Edelweiss Recently Listed IPO Fund Equity●Thematic Fund	17.75%	17.75%	-
Edelweiss Nifty Next 50 Index Fund Equity●Index Funds	16.02%	16.02%	-
Edelweiss Small Cap Fund Equity●Small cap Fund	14.71%	14.71%	-
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Equity●Index Funds	13.63%	13.63%	-
Edelweiss Nifty Smallcap 250 Index Fund Equity●Index Funds	13.49%	13.49%	-
Edelweiss Flexi Cap Fund Equity●Flexi Cap Fund	13.46%	13.46%	-
Edelweiss Large & Mid Cap Fund Equity●Large & Mid Cap	13.18%	13.18%	-
Edelweiss ELSS Tax saver Fund Equity●Equity Linked Savings Scheme	12.57%	12.57%	-
Edelweiss Aggressive Hybrid Fund Hybrid●Aggressive Hybrid Fund	12.34%	12.34%	-
Edelweiss Focused Fund Equity●Focused Fund	11.2%	11.20%	-
Edelweiss Equity Savings Fund Hybrid●Equity Savings	11.01%	11.01%	-
Edelweiss NIFTY Large Mid Cap 250 Index Fund Equity●Index Funds	10.54%	10.54%	-
Edelweiss Balanced Advantage Fund Hybrid●Dynamic Asset Allocation	10.11%	10.11%	-
Edelweiss Large Cap Fund Equity●Large Cap Fund	9.31%	9.31%	-
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund Debt●Index-Debt	7.66%	7.66%	-
Edelweiss Multi Asset Allocation Fund Hybrid●Multi Asset Allocation	7.58%	7.58%	-
Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund Debt●Index-Debt	7.56%	7.56%	-
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Index Fund Debt●Index-Debt	7.52%	7.52%	-
Edelweiss Arbitrage Fund Hybrid●Arbitrage Fund	7.37%	7.37%	-
Edelweiss Money Market Fund Debt●Money Market	7.33%	7.33%	-
Edelweiss Nifty 100 Quality 30 Index Fund Equity●Index Funds	7.22%	7.22%	-
Edelweiss Banking and PSU Debt Fund Debt●Banking and PSU Fund	7.22%	7.22%	-
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund Debt●Index-Debt	7.15%	7.15%	-
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Debt●Index-Debt	7.08%	7.08%	-
Edelweiss Liquid Fund Debt●Liquid	7.01%	7.01%	-
Edelweiss Gilt Fund Debt●Gilt	6.11%	6.11%	-
Edelweiss Overnight Fund Debt●Overnight Fund	6%	6.00%	-
Edelweiss Nifty 50 Index Fund Equity●Index Funds	5.94%	5.94%	-
Edelweiss Consumption Fund Equity●Sector Funds	-	-	-
Edelweiss BSE Internet Economy Index Fund Equity●Index Funds	-	-	-
Edelweiss Nifty Alpha Low Volatility 30 Index Fund Equity●Index Funds	-	-	-
Edelweiss CRISIL IBX AAA Financial Services Bond - Jan 2028 Index Fund Debt●Index-Debt	-	-	-
Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Hybrid●Equity Savings	-	-	-
Edelweiss Technology Fund Equity●Sector Funds	-	-	-
Edelweiss Business Cycle Fund Equity●Thematic Fund	-	-	-
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Equity●Index Funds	-	-	-
Edelweiss CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund Debt●Index-Debt	-	-	-
Edelweiss Ultra Short to Short term Fund Debt●Low Duration	-	-	-
Edelweiss Ultra Short Term Fund Debt●Ultra Short Duration	-	-	-
Edelweiss Multi Cap Fund Equity●Multi Cap Fund	-	-	-
Edelweiss Financial Services Fund Equity●Sector Funds	-	-	-
Edelweiss Nifty REITs & Realty Index Fund Equity●Index Funds	-	-	-

Details of Edelweiss Mutual Fund

Founding Date	August 23, 2007
Address	Edelweiss House Off. C.S.T Road, Kalina, Mumbai - 400 098
Email	EMFHelp@edelweissfin.com
Telephone	(022) 40933400

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

Q1. Are Edelweiss Mutual Fund mutual fund's schemes safe to invest in?

Q2. Are Edelweiss Mutual Fund mutual funds tax-free?

Q3. Which are the top performing funds of Edelweiss Mutual Fund?

Fund Name	5-Year Return (%)
Edelweiss Nifty 50 Index Fund	5.64%
Edelweiss Consumption Fund	0%
Edelweiss Nifty Alpha Low Volatility 30 Index Fund	0%
Edelweiss Nifty 100 Quality 30 Index Fund	6.40%
Edelweiss Focused Fund	0%

Q4. Are Edelweiss Mutual Fund a good choice for long-term capital appreciation?

Q5. How can I check my Edelweiss Mutual Fund mutual funds status on Rupeezy?

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