Edelweiss Mutual Fund – Top Performing Edelweiss MF in India for 2025

Edelweiss Mutual Fund is a part of the Edelweiss Group, which offers different financial services, including mutual funds in India. It is one of India's youngest and fastest-growing asset management companies, invests in those companies that have strong earnings growth, and good management, along with the potential of business in the future. 

The company started as a custom investment bank that focuses on helping other companies with mergers, acquisitions, and private equity. But soon it expanded its services to include a wide range of financial products to meet the requirement of different types of clients, both in India and around the world. Currently, they have total AUM of ₹ 1.4 Lakh Cr. and total 57 mutual fund schemes out of which 27 are equity, 5 are hybrid, 22 are debt, and 13 belong to other categories. They focus on providing investors with opportunities to grow their wealth through active managed investment options.

Timeline and Achievements

• 1996: Edelweiss Financial Services was founded and set as investment banking.
• 2008: AMC marks its entry into asset management.
• 2010: Started different equity and debt mutual fund schemes to meet the demands of clients
• 2014: Started getting recognition for its innovative fund management strategies and performance. It also acquired forefront capital, India’s first domestic hedge fund.
• 2016: Acquired JP Morgan AMC’s India business
• 2017: Launched thematic and sectoral funds
• 2019: Awarded the mandate for India’s first corporate bond ETF
• 2020: Introduced its own digital platforms to make their investment more easier and enhance their customer experience.
• 2021: Launched India’s first target maturity index fund and global investment option to target and expand internationally.
• 2022: Launching ESG funds (Environmental, Social, and Governance funds).

Achievements

• AMC got recognized for strong fund performance in various categories.
• Developed strong hold both in India and internationally.
• Built a diverse portfolio of funds to meet the requirements of every type of investor and achieve their financial goals.
• Awarded for innovation in product offerings and investor education initiatives.
• Their AUM grew significantly well and they have established themselves as a leading player in the Indian mutual fund industry.

Top 10 Edelweiss Mutual Fund in India for 2025

Types of Edelweiss Mutual Fund

• Edelweiss Equity Funds: Edelweiss equity funds invest in shares of various companies. These are ideal for long-term investments as they usually focus on capital appreciation over the long run. Risks of various levels are usually associated with these funds as these deal into different market-related aspects.
• Edelweiss Debt Funds: Edelweiss Debt Funds invests mainly in debts and debt-related instruments offering fixed income, such as government bonds, corporate bonds. These funds generate decent returns but are also associated with lower risks.
• Edelweiss Hybrid Funds: Edelweiss Hybrid Funds invests in two or more than two asset classes, like equity, debt, gold, etc. In the long term, these funds invest in different securities offering capital appreciation or offering regular income with relatively stable returns to the investors.
• Edelweiss International Funds: Edelweiss International Funds are an option of investments in various companies outside India, predominantly in equity, equity-related instruments, debt, etc.
• Edelweiss Passive Funds: Edelweiss Passive Funds keeps the track of the market index for determining the investment. It generally invests in those portfolios which replicate the market index.
• Edelweiss Bharat Bond: Edelweiss Bharat Bond invests in AAA-rated public sector bonds, enabling the investor to invest in Public Sector Companies.

Top 10 Edelweiss Mutual Fund in India for 2025

1. BHARAT Bond ETF - April 2025

This is a passive fund that tracks a Nifty BHARAT Bond Index. The fund aims to replicate the performance and returns of Nifty BHARAT Bond Index. It offers both liquidity and low costs to investors which make it suitable for investors who are looking for low risk options and fixed income exposure.

AUM: ₹11,588.19 Cr

Category: Index Funds/ETFs

Risk: Low

3-Year Return: 5.41%

2. BHARAT Bond FOF - April 2025 - Regular Plan - Growth

As the name suggests, it is a Fund of Funds that primarily invests in the BHARAT Bond ETF. Its aim of the fund is to provide liquidity and regular income to its investors. It is the safe option as it provides both liquid and stability. It is best for investors who are looking for low risk options and fixed income exposure.

AUM: ₹4,560.10 Cr

Category: Fund of Funds - Debt

Risk: Low

3-Year Return: 5.32%

3. Edelweiss Aggressive Hybrid Fund - Direct Plan - Growth

The fund invests both in equities and fixed income options to provide its investor with high returns. It is best for investors who are looking for moderate risk and at the same time want to invest in the equity market.  The aim of the fund is to provide capital appreciation to its investors.

AUM: ₹2,077.12 Cr

Category: Aggressive Hybrid Fund

Risk: Very High

3-Year Return: 20.11%

4. Edelweiss Aggressive Hybrid Fund - Growth

The funds follow a balanced investment strategy. The fund manager invests in both equities and debt. It is suitable for investors who are looking for long term investment options.

AUM: ₹2,077.12 Cr

Category: Aggressive Hybrid Fund

Risk: Very High

3-Year Return: 17.91%

5. Edelweiss Arbitrage Fund - Growth

The fund follows a market-neutral arbitrage strategy which helps in mitigating risks and market volatility. It aims to generate returns through arbitrage opportunities in the equity markets. It is suitable for investors who are looking for low-risk funds.

AUM: ₹12,304.73 Cr

Category: Arbitrage Fund

Risk: Low

3-Year Return: 6.13%

6. Edelweiss ASEAN Equity Off-shore Fund - Regular Plan - Growth

The fund invests mainly in the equities market across the ASEAN region. The aim of the fund is to provide high capital appreciation to its investors. This fund is suitable for investors who are looking for moderate to high risk while gaining exposure to asia markets. It is best for investors who are looking to diversify their portfolios internationally.

AUM: ₹86.7 Cr

Category: Fund of Funds

Risk: Very High

3-Year Return: 5.46%

7. Edelweiss Balanced Advantage Fund - Growth

It is a dynamic fund that adjusts its equity and debt allocation based on market conditions and fluctuations. The fund manager aims to adjust returns and is suitable for investors who are looking for short term investment. The fund follows a balanced approach strategy to enhance returns and manage risk effectively.

AUM: ₹12,399.09 Cr

Category: Dynamic Asset Allocation or Balanced Advantage

Risk: Very High

3-Year Return: 11.87%

8. Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth

This fund mainly invests in debt instruments that are issued by banking or public sector undertakings (PSUs). The aim of the fund is to provide stable returns with low risk. It is best suitable for investors who are looking for a low risk investment option that can offer them regular income and capital preservation.

AUM: ₹269.92 Cr

Category: Banking and PSU Fund

Risk: Low to Moderate

3-Year Return: 5.66%

9. Edelweiss Business Cycle Fund - Regular Plan - Growth

The fund invests in business cycle equities that aim to capitalize on sectoral performance during different phases of the economic cycle. It is suitable for investors who want to take high risk. The fund’s strategy involves identifying and investing in sectors companies that will outperform the market during specific economic conditions which make it suitable for investors who are looking to take the benefit of market trends and cycles.

AUM: ₹1,947.51 Cr

Category: Sectoral/Thematic

Risk: Very High

3-Year Return: 0%

10. Edelweiss ELSS Tax Saver Fund - Direct Plan - Growth

The fund invests in equities and provides the dual benefit of capital appreciation and tax savings under Section 80C. It is best for investors who are looking to invest in the equity market and also looking to save on taxes. The fund manager aims to deliver strong returns over a long period of time.

AUM: ₹403.56 Cr

Category: ELSS

Risk: Very High

3-Year Return: 18%

How can you invest in Edelweiss Mutual Funds through ZFunds?

Investing in Edelweiss Mutual Funds through ZFunds typically involves a few straightforward steps. Here’s a simple guide:

Steps to Invest in Edelweiss Mutual Funds via ZFunds

1. Download the ZFunds app from the Playstore- Link here.
2. Create your free account with ZFunds. If you already have an account with ZFunds, you can simply log in to it.
3. To create an account, you will need to complete your KYC(Know Your Customer) verification, in which you need to upload your identification documents which can include an Aadhar card, pan card, Voter ID card, driving license, passport, or any other reliable document which is issued by the state or central government. You will also be required to upload your address proof.
4. Once your account is set up, you need to look for Edelweiss Mutual Funds among the available options.
5. Now, select the best fund which suits you as per your investment horizon and risk.
6. And, then at last you just need to choose whether you want to do a lump sum investment or start a sip.
7. Complete the payment process through the ZFunds app using your preferred payment options (net banking, UPI, etc.).
8. After the payment, you should receive a confirmation of your investment along with details about the fund and transaction.
9. After the successful investment, the units will be allotted and investment will be reflected in 2-3 working days in your ZFunds account.
10. Now track your investment and make adjustments if needed.

Documents Required to Invest in ICICI Prudential Mutual Fund

The documents required to invest in the Edelweiss mutual fund include proof of address and proof of identity. Here is a list of officially valid documents:

Proof of Identity

• PAN Card (Mandatory)
• Voter ID Card
• Driving License
• Passport
• Aadhar Card

Proof of Address

• Voter ID Card
• Driving License
• Passport
• Ration Card
• Aadhar Card
• Bank account statement or bank passbook
• Utility bills such as electricity or gas bills

Top Fund Managers

1. Mr. Dhawal Dalal

Mr. Dhawal Dala is Chief Investment officer – Debt at Edelweiss Asset Management, with over two decades of industry experience. He manages almost 35 schemes at Edelweiss himself, apart from managing the debt investment team. A total AuM of about 3900 crores is being managed by him including funds like Edelweiss Government Securities fund, Edelweiss short term funds, Edelweiss dynamic bonds, and Edelweiss debt funds. 

2. Trideep Bhattacharya

Trideep Bhattacharya joined Edelweiss Mutual Fund in September 2021 as President and Chief Investment Officer (CIO). He holds a B.Tech in Electrical Engineering and an MBA in Finance degree. He is responsible for investment strategy and management of the fund's portfolios. Before joining Edelweiss Asset Management Limited, he has also worked with financials companies like Axis Mutual Fund, State Street Global Advisors, UBS Global Asset Management, and Kotak Securities. His extensive background in investment management helps him to develop effective investment strategies and manage portfolios effectively.

3. Gautam Berry

Gautam was part of the Forefront Capital team, which was acquired by Edelweiss in 2014. He has over 10 years of experience in Indian equities. He is specializing in investment research, portfolio management, and fund administration for Category III Alternative Investment Funds (AIF) and Portfolio Management Services (PMS). He serves as the Fund Manager for two funds across the Category III AIF and PMS platforms and is part of the flagship long-short fund. Gautam is responsible for end-to-end research and portfolio management, making new strategy, opportunity selection, and risk management.

4. Raj koradia

Raj Koradia joined Edelweiss Mutual Fund in July 2024 as an Assistant Fund Manager. He is a B.Com graduate and a Chartered Accountant. Before Edelweiss, Mr. Koradia has worked with First Voyager Advisors, Optimum Infosystem Private Limited, Morgan Stanley, and Edelweiss Securities. He currently helps in managing the fund’s investment strategies and portfolios, contributing to research, analysis, and decision-making processes. His background and expertise help his team in delivering optimal investment solutions for clients.

5. Bhavesh Jain 

Bhavesh Jain joined Edelweiss Mutual Fund in January 2008 and has over 10 years of experience in the financial markets. He started his career with Edelweiss Asset Management in the Low Risk Trading team, where he focused on arbitrage opportunities between SGX Nifty and NSE Nifty, as well as cash-future and index arbitrage. Today, he serves as a Fund Manager, managing several funds that are part of Risk Adjusted Returns Strategies, in addition to overseeing ETFs. Bhavesh holds a Master's in Management Studies from the N.L. Dalmia Institute and an MBA in Finance, both from Mumbai University. His investment philosophy revolves around keeping it simple, honest, and, most importantly, real.

Frequently Asked Questions (FAQs)

Q. Is it safe to invest in Edelweiss mutual fund?

Since Edelweiss mutual funds deal in various market-related aspects, the risk level associated with various edelweiss mutual funds is generally rated low to high. It varies across funds with different investment objectives.

Q. Who is the parent company of Edelweiss mutual fund?

Edelweiss Mutual Fund parent company name is Edelweiss Financial Services Limited.

Q. What is the annual return of Edelweiss mutual fund?

The annual return of Edelweiss Mutual funds can depands on different funds and durations. It's best to check the past performance of the funds. 

Q. Who is the CEO of Edelweiss?

Radhika Gupta is the CEO of Edelweiss mutual funds.

Q. What is the total assets of Edelweiss mutual fund?

The total assets under management (AUM) for Edelweiss Mutual Fund is Rs. ₹ 1.4 Lakh Cr. (As of Sept 2024).

Q. Is Edelweiss mutual fund an Indian company?

Yes, Edelweiss Mutual Fund is an Indian company, part of the larger Edelweiss Financial Services Group.

Q. What are the 4 types of mutual funds?

There are generally four main types of mutual funds:

• Equity Funds: Invest primarily in stocks.
• Debt Funds: Invest in fixed-income securities like bonds and treasury bills.
• Hybrid Funds: Combine equity and debt investments.
• Money Market Funds: Invest in short-term debt instruments.