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.
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
Ans: 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.
Ans: 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.
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 Overnight Fund
4.86%
Edelweiss Money Market Fund
5.23%
Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund
0%
Edelweiss Liquid Fund
5.21%
Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 IF
0%
Ans: 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.
Ans: 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.
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