Edelweiss Mutual Fund

Edelweiss Mutual Fund House started in 2009. In 2016, it acquired JPMorgan Asset Management’s mutual fund business in India. Since then, it has grown to include equity and debt funds, index funds, exchange-traded funds (ETFs), and funds that invest in overseas markets. It also launched Bharat Bond ETFs, which invest in bonds issued by public sector companies.

Here’s a quick overview of the Edelweiss AMC:

Data as of 31 August, 2026.

Edelweiss uses a method called FAIR to help its equity team choose stocks. The name stands for Forensics, Acceptable Price, Investment Style Agnostic, and Robustness.

In simple terms, the team checks a company’s accounts, management, and ownership. It looks for businesses available at reasonable prices, with room to grow over time. It doesn’t limit itself to either value stocks or growth stocks.

For debt investments, the fund house follows a separate approach called CLEAR. It focuses on credit risk, liquidity, and how well an investment fits the fund’s stated purpose. It also considers interest rates, bond quality, and how investments are spread across a portfolio.

The fund house also has decent experience with passive investing. It launched a corporate bond ETF under the Bharat Bond initiative in 2019 and introduced an index fund linked to the MSCI index family in India in 2020.

Edelweiss MF schemes cover several types of investments. You can find funds that invest in equity shares, debt securities, or a mix of assets. It also has index funds, ETFs, and precious metal products. The number of schemes is grouped below based on their main category:

Edelweiss AMC’s passive lineup includes funds and ETFs linked to different market indices, including options focused on quality, momentum, and low volatility. They don’t require active stock picking by the fund manager. So if you’re looking for passive investing options, you can find ample schemes to choose from.

The overseas range also gives you exposure to markets beyond India. However, international funds can face currency movements and global market risks. You should be aware of them before investing.

Edelweiss mutual fund schemes operate under SEBI’s rules and regulations. There are checks in place to oversee how the money is managed.

The AMC makes investment decisions for each scheme. The trustee, Edelweiss Trusteeship Company Limited, checks that the AMC follows the rules and acts in investors’ interest. A separate custodian holds the securities owned by the schemes. This helps keep scheme assets separate from the AMC’s own assets.

These safeguards help monitor the process, but they cannot prevent market losses. The value of your investment can fall, depending on the securities a scheme holds and how the market performs.

Let’s check out the track record by looking at the performance history. The following Edelweiss mutual fund schemes have delivered returns above their category averages over the past three and five years.

3-year returns vs category comparison

5-year returns vs category comparison

Note that this is not a complete list of schemes. Past returns can help with your research, but they don’t tell you what a fund will earn in the future. Compare performance along with risk, costs, and the fund’s investment approach.

The right mutual fund depends on what you want to do with your money and when you will need it. A fund that suits one person may not work for someone else. So, begin by asking yourself these questions:

• What are you saving for? It could be a vacation, a dream house, higher education, or FIRE. Be clear about your goal before choosing a scheme.
• When will you need the money? Equity funds can see sharp price swings in the short term. If you need the money soon, a high-risk equity scheme may not be a good fit.
• How comfortable are you with risk? Equity funds invest in shares and can see sharp price changes. Debt funds invest mainly in bonds and debt securities. Hybrid funds hold a mix of asset types. Pick a category based on how much risk you’re willing to take.
• What does the fund invest in? Check its holdings and see whether they match the scheme’s stated purpose.
• What are the costs involved? Check the expense ratio and also see if any exit load applies. Look at performance over different periods instead of relying on one strong year.

If you are looking for the best scheme to invest in, start by choosing a category that fits your goal. Once you’ve picked the category, compare top Edelweiss mutual funds within it. Don’t base your decision only on recent returns.

You can invest in Edelweiss mutual fund schemes on Millions without any hassle. Just download the app from the Google Play Store or the iOS App Store. Then create an account and complete the KYC. Once ready, follow these steps to invest:

1. Open the Millions app and head to the MF section.
2. Look for ‘Edelweiss Mutual Funds’ using the search bar.
3. Select a scheme you want to explore.
4. Check its latest NAV, returns, holdings, risk level, and fund manager details.
5. Choose ‘SIP’ for regular investments and ‘One-time’ to invest a lump sum.
6. Enter the amount. For a SIP, select how often you want to invest and the debit date.
7. Check the details and tap ‘Invest Now’.
8. Enter the OTP to complete the investment.

You can set up Edelweiss SIP plans on Millions with just ₹100. A one-time investment can also be made at ₹100, depending on the scheme. However, you should check the ‘Scheme Snapshot’ before investing to confirm the amount required.

If you’re planning to invest every month, then try the SIP calculator to estimate how your investment could grow over time. You can change the monthly amount, investment period and expected return to see different estimates. These figures are only illustrations, not guaranteed returns.

You may also consider a Direct Plan. It does not include distributor commission, so its expense ratio is generally lower than that of the Regular Plan. Compare the costs and risks before choosing a scheme.