Edelweiss Mutual Fund Review – Top Performing Mutual Fund, Fact Sheet, Benefits, Statement, Office, login, Application Form, Customer Care, Nav, Calculator & Mobile App – Which is India’s Best Mutual Fund Platform

Edelweiss Mutual Fund Overview- Company Information

Edelweiss Mutual Fund is among the leading and dynamic financial service providers in India. The company was incorporated on 23^rd August 2007 and established on 30^th April 2008. It is headquartered in Mumbai, India.

By supporting the customers at every economic stage of their life, Edelweiss Mutual Funds helps them make, develop, and ensure their wealth. The organization works as an auxiliary of Edelweiss Financial Services Ltd.

It provides alternative investment solutions, asset management, and insurance broking service to the customers. The company invests in different market capitalization and offers a bunch of mutual funds running across different categories.

The various types are equity, debt, and hybrid mutual funds. 

Established in 1996, Edelweiss Financial Services has been the backbone of the Indian financial sector since then. The organization started as an investment bank and provided similar advisory services to the customers.

Soon the company spread its root across different areas of finance and began providing services locally and globally.

The following phase of improvement came when they gained the permit of a Merchant Bank. They started helping start-ups, and small businesses raise funds through non-IPO mediums.

The company grew unabated in the next decade and expanded its services by adding Non-banking financial company broking to its long list of services.

In 2007 they established Edelweiss Global Wealth Management.  

The Indian branch is known as Edelweiss Asset Management Limited. In spite of the chances against them, they established Edelweiss Asset Management Ltd. (EAML) and launched mutual funds in the market that initially showed no response.

With their splendid investment methodology and a broad category of funds, Edelweiss Mutual Funds gradually picked up the pace and today finds its place among the most established organizations of India.

With a total Assets under Management (AuM) of Rs.11, 841 crores, EMF becomes one of the largest AMCs in India. It spreads root across 12 different states of India, offering a wide range of mutual funds to the customers.

Their main motive is to provide investment products ranging across various categories and the necessary customer support to maximise the customer’s wealth. EAML is recognized as the nation’s most tech-friendly investment firm that focuses broadly on the digital experiences of their customers.

Edelweiss emphatically connects itself with corporate social obligations. They proved this by setting up a charitable organisation known as the EdelGive Foundation. The organization focusses on providing education and training facilities to the unprivileged.

The success story of Edelweiss continued when they procured India’s third-largest brokerage, Anagram Capital, for Rs.164 crores in 2010. The next year, they entered the Japanese market by collaborating with a Japanese insurance agency Tokyo Marine.

Their biggest deal arrived in the year 2016 when they procured the entire funds of JP Morgan Asset Management India.

EMF offers 84 different mutual fund plans to the customers. Each scheme has some specialty and provides a high return to the investors. The risks related to the schemes rely upon the type of fund.

However, the plans are designed to minimize the impact of risks. Below is a detailed explanation of each one of them.

• Equity funds: – In this scheme, the investments are made in stocks or similar instruments. This scheme bears high risks but offers high stakes than any other plan. Investors who want high returns and are ready to take a chance are advised to go for this plan.  
• Debt funds: – In this scheme, investments are made in government securities and corporate bonds.  This scheme is safer, and comparatively involves low risks. The main motive of this plan is to generate income.
• Liquid funds: – This scheme has a short maturity period and offers high liquidity. Here, the investments are made in money market instruments such as term deposits, commercial papers, and treasury bills. This scheme has no freezing period, which is the most significant advantage of this scheme.  

Top 5 Equity Funds provided by Edelweiss Mutual Funds

1. Edelweiss Arbitrage Funds: – The main motive behind this scheme is to generate income. Investors willing to generate income by investing in the equity market are encouraged to go for this scheme. This scheme bears moderately fewer risks.
2. Edelweiss Balanced Advantage funds: – This is a long-term scheme with low risks. This is best for investors who have no issues with long-term returns.
3. Edelweiss Large Cap Funds: – Investment objective behind this scheme is to invest in large capital companies and generate long-term returns. There are moderately high risks associated with this scheme.
4. Edelweiss Long Term Equity Fund: – This scheme generates profits by investing in equity instruments. It does not have an entry load or exit load. This is suitable for investors who are ready to wait for three years for their returns.
5. Edelweiss Multi-Asset Allocation Fund: – This scheme involves moderately high risks. Here, investment is made in various sectors of equity markets to generate profits.

Top 5 Fixed Income Funds provided by Edelweiss Mutual Funds

1. Government Securities Fund: – Here, investments are made in different maturities approved by Indian Govt. This scheme is suitable for those who want long-term returns with moderate risks.
2. Banking and PSU Debt. Fund: – This scheme involves generating profits from the money market and securities. It involves low to moderate risks.
3. Short Term Funds: – These are short-term and moderate return schemes involving low risks. 
4. Dynamic Bond Funds: – This scheme is suitable for investors who want to generate maximum profit by investing in money market. It involves moderate risks.
5. Corporate Bond Fund: – The primary investment objective of this scheme is to generate maximum profit by investing in corporate bonds. These funds involve moderate risks.

Top 3 Exchange Traded Schemes provided by Edelweiss Mutual Funds

1. ETF – Nifty 50: – This scheme generates returns before expenses and involves moderately high risks.
2. ETF – Nifty Bank: – This scheme is suitable for investors who are fine with long-term gains. There are high risks associated with this scheme.
3. ETF – Nifty Quality 30: – This scheme involves moderately high risks but offers high returns. It is suitable for investors willing to take a risk.

Edelweiss Mutual Funds also offers International Funds. These Funds provide returns by investing in JP Morgan Funds. Although these funds involve high risks, but offer decent income in return. Below is a brief detail about these funds.

1. ASEAN Equity Offshore Funds: – This scheme involves high risks.
2. Europe Dynamic Equity Offshore Funds: – Involves high risks.
3. Greater China Equity Offshore Funds: – Moderately high-risk funds.
4. US Value Equity Offshore Funds: – High risks involves.
5. Markets Opportunities Equity Offshore Funds: – Open-ended high-risk fund

About Edelweiss Mutual Fund Scheme

Mutual Funds have a number of various aspects of study.

In the above section we studied the general aspects of the mutual fund like the history, the origin, the key people involved with the company, the progress and growth of the company among the years and so on.

It also gave a quick insight into the mutual fund schemes that the company has to offer.

As we move ahead in this article, it will become very important to us as in any other study, to get more details about the mutual fund. In order to achieve this, we will have to study the mutual fund and its various aspects and details very deeply and through a lens of great sensitivity.

In the below table, we get into some specifics about the mutual fund.

This gives us more statistical data as to who is managing or looking over various parts of the Asset Management Company.

We hope that you will get more knowledge and context through this section and also through all other sections throughout the article to conclude a very wise opinion about this particular mutual fund.

Top Edelweiss Mutual Fund Schemes

This section talks about the best mutual fund schemes that can be offered to you for your benefit by Edelweiss Mutual Fund.

These have been highly researched and curated for the reference and information of the investor. If you are someone who is looking to get started as soon as possible, then this section is perfectly tailored for you.

What we have done with this section is that we have researched and found out the best performing Edelweiss Mutual Fund Schemes based on a number of parameters which indicate how the scheme might perform in the future as well.

As you can take a look in the below table, we have listed the schemes according to their CRISIL Ranking, category, one-year performance, three-year performance, five-year performance and their asset size in crores.

These factors have been used as indicators to find out the best schemes for any investor who wants to start investing.

However, if you are someone who is more interested in the details of the mutual fund and its schemes, you are urged to read further to the end of the article as this article will give you a lot of insights which you might never find anywhere else.

Edelweiss Mutual Fund Benefits

If we start talking about the benefits of investing in Edelweiss Mutual Funds, the list will become never-ending. However, I have divided the main features of the benefits based on three different criteria, for your better understanding.

A Simple method of Diversification

Usually, investors indulge in purchasing securities from various asset classes such as company stock, gold, and debt. Etc. This process turns out to be an expensive and time-consuming affair.

By investing in Edelweiss Mutual Funds, an investor can achieve instant diversification with small to medium funds as EMF itself invests in different securities.

Let’s consider an example of the S&P 500 Fund. This fund scheme invests in more than 500 securities belonging to different sectors. Some of them are Information Technology, Pharmacy, Banking, Automobiles, and many more. This offers an excellent diversification to the investor.

Professional Management

At Edelweiss Mutual Funds, the main objective of professional fund managers is to enhance the fund’s performance. Thus, you can save your time while our experts analyse the market for good investment options.

Less Amount Required

You can begin your investment with Edelweiss Mutual Funds with as little as Rs.1000 every month. It’s a very cost-effective way that can assist you in building a corpse after some time.

Edelweiss Mutual Fund SIP, Lumpsum, And Increase SIP

Most of the Edelweiss Mutual Fund schemes have a fixed minimum amount to start investing in either SIP which is understood in the mutual fund world as Systematic Investment Plan or to start investing in Lumpsum.

Systematic Investment Plan is a plan where you invest in any scheme that you like in an incremental way. You add your capital every month or in every three months as is comfortable to you and your capital conditions.

In Lumpsum, what you do is that you invest

All Edelweiss Mutual Fund Schemes

This is a sheet of the database which consists the important specifications of the mutual schemes under Edelweiss Mutual Fund. Any new investor to an experienced investor will find this table very informative.

This is a more detailed research than what you will find on the mutual fund website itself as well.

So, if you are an investor who is really interested in the finer points, this section is for you. This table is not in the order of any of their performance as such. They have been listed according to their segments so that is how you will have to study this table.

As you can see, it has equity, debt, hybrid, fund of funds, in the segments. Most of these mutual funds have a long history. Some of them have been recently incepted hence, their returns cannot be entered in the table.

The risks are classified as Low, Moderately Low, Moderate, Moderately High and High Risk. This has been tabulated so that you can see for yourself and make an investment according to your risk appetite.

The CRISIL ranking is one of the most important indicators about the performance of any mutual fund scheme. It is a ranking model which was started in the year 2000 and has gained credibility and recognition around the globe for its methodology.

This ranking combines the NAV (NET ASSET VALUE) and some other factors related to the portfolio of the scheme. Apart from that, your returns, the quality of assets, liquidity, etc. is also something which is considered while preparing the CRISIL Ranking.

The rankings range from 1-5 with an increase of 20 percentile with every rank. They are usually displayed as stars in the ranking methodology.

Difference Between Stocks And Mutual Funds

A stock is a term that denotes ownership share in an organization. It means you own some specific percentage of the assets and earnings of the organization. Preferred and common are the two different types of stocks.

A Mutual Fund is an investment method that involves collecting funds from various investors and investing the capital in securities like assets, shares, and bonds. These are managed by the experts who invest the money and attempt to make capital profits for the investors.

It becomes easier to differentiate between a stock and mutual fund when you understand the concept behind them.

The Stock market provides higher returns than mutual funds. However, the risk involved is likewise higher. This is because the returns are directly affected if the share price of an organization decreases.

Whereas in mutual funds, the fund’s overall profit is independent of the stock’s performance. For a detailed understanding, further, the differences are divided into different categories.

Stability

Usually, stocks are unstable. Their range of fluctuations touches extreme profits and extreme loss. There can be a day where you earn a gain of up to 25%, and the next day ends up with a loss of 15%.

The stock changes are dynamic. Thus, an investor needs to act fast to achieve maximum return. Whereas mutual funds are calculated at the end of each day, the overall change in the capital is lesser than stocks. This is because of the diversification of funds in the mutual fund.

Benefit

If an investor is searching for short-term profits, investing in stocks can lead to quick returns. Investing in stocks requires pre-analysis and excellent knowledge of the market. There are many cases recorded where investors have lost vast amounts by investing in stocks due to an inadequate understanding of the market.

On the other hand, investing in mutual funds does not involve intensive research, just a sound knowledge of the process and the market. Although the returns of mutual funds are reasonable, it is lesser than stocks. As discussed in the above points, stocks can sometimes give unimaginable profits, which is never possible in mutual funds.

So, if you are looking for short-term returns, you can choose to invest in stocks. But for long-term gains, investors are advised to invest in mutual funds.

Monitoring

Individuals investing in stocks need to keep constant monitoring of the market. Regardless of whether somebody is purchasing stocks for a more extended period, they have to be updated with the news and changes in various sectors. Mutual Funds do not require constant monitoring.

After submitting the funds, the desired manager handles the capital and further process.

Systematic Investment Plan (SIP)

A Systematic Investment Plan means investing in a regular interval of time, such as monthly. Mutual funds are famous or their SIP. A Mutual fund is a perfect option for individuals who are unwilling to invest a massive amount in a single attempt.

Since there is no diversification of funds in stocks, System Investment Plans don’t work with stocks.  A share can experience a downfall for a prolonged time, whereas in mutual funds, a bad stock can be taken out. 

Edelweiss Mutual Fund NAV

Understanding Net Asset Value (NAV)

Net Asset Value commonly known as NAV, helps the investor and the asset management company keep records of the number of units owned by an investor in a fund. It represents each unit’s price of a mutual fund.

NAV and mutual funds are often connected with each other. NAV helps an investor find the fund’s value, i.e., whether the fund is overvalued or undervalued. It is very essential in open-end funds. It gives the net value of the fund that an investor will get during withdrawal. NAV can be calculated by the following formula: –

Net Asset Value = (Assets Value-Liabilities value) / Total outstanding shares

NAV can be calculated by combining the market value of each share in the fund and dividing it by the total number of outstanding shares. NAV of a mutual fund fluctuates every day as it depends on the market value of the securities, which is volatile in nature.

Net Asset value only represents the performance of a mutual fund and does not predict its future possibilities.

A higher NAV implies the plan speculations have thrived well, or the plan has been in the market for a long time. Investors should always check the performance of the scheme and the profits generated while investing in mutual funds,

Significance of Net Asset Value

NAV plays an essential role for both investors and the financial planner. For a better understanding, below is the detailed explanation: – 

For the investor

A few investors consider NAV to be a demonstration in deception, while others emphasise its significance. Net Asset Value is only the cost of a single unit of the mutual fund and is reminiscent of the fund’s essential worth. NAV helps an investor to determine the value of the fund while buying units in a mutual fund.

For Financial planners

NAV plays a vital role in relationship management. The main objective of formulating financial planning is to understand the customer’s needs. Financial planners work to accomplish the customer’s investment goals.

Maintaining a relationship with the customer is apparently the most crucial obligation of the financial planner.

NAV History of Edelweiss Mutual Fund

Latest NAV of Edelweiss Mutual Fund

Edelweiss Mutual Fund Registration & KYC Process

Let us go through the process of registration for Edelweiss Mutual Fund before we head on towards the KYC process.

The registration process can be done both online and offline.

Let us look at the online process first.

Online Edelweiss Mutual Fund Registration

• To start, open the Edelweiss Mutual Fund website so that we can proceed further.
• Click on the Login Button on the top right of the screen as you can see in the screenshot below.

• Once you click on login, you will find more options such as ‘Login’ or ‘Sign Up’.
• Since you are looking to register yourself with Edelweiss Mutual Fund, let us click on ‘Sign Up’.
• Once you click on Sign Up, you will be taken to another page, where you will have to enter your PAN Card details and proceed further to register with Edelweiss Mutual Funds.

Offline Edelweiss Mutual Fund Registration

• To begin the offline process, you will have to open the Edelweiss Mutual Fund website as you did previously so that we can proceed further.
• Scroll down until you see the ‘Quick Links’ menu.
• Under the ‘Quick Links’ menu, you will find the ‘Downloads’ tab.
• Click on the Downloads tab and it will redirect you to another webpage.
• The next thing to do is to click on ‘Service-Request-Forms’ from the three options that you find.
• Now, click on ‘Transactions’ and click on the ‘I want to register/cancel/ pause my SIP’ option which will collapse another text full of options.
• Under the ‘Offline Process’ click on the hyperlink ‘here’ beside the request form (editable).
• This will lead you to a pdf file.
• Print the file, fill it, and submit it to your nearest Edelweiss Mutual Fund branch to complete your registration.

Edelweiss KYC Process

Now, let us move towards the KYC Process which is mandatory in various forms for all mutual fund companies and allows you to invest further in mutual fund schemes.

Please take note, that the Edelweiss Mutual Fund is only offline. You have to print a form, fill it with required documents and submit it offline to the nearest branch.

As in the previous steps, let us go through the steps for completing your KYC Process for Edelweiss Mutual Funds.

1. Let us begin the KYC process by opening the Edelweiss Mutual Fund website as you did previously so that we can proceed further.
2. Scroll down until you see the ‘Quick Links’ menu.
3. Under the ‘Quick Links’ menu, you will find the ‘Downloads’ tab.
4. Click on the Downloads tab and it will redirect you to another webpage.
5. The next thing to do is to click on ‘Service-Request-Forms’ from the three options that you find.
6. Now, click on ‘KYC & New Purchase Form’ and click on the ‘I want to create my KYC as an individual’ option which will collapse another text full of options.
7. Under the ‘Offline Process’ click on the hyperlink ‘here’ in the first option.
8. This will lead you to a pdf file.
9. Print the file, fill it and submit it to your nearest Edelweiss Mutual Fund branch to complete your registration.

How To Buy Or Invest In Edelweiss Mutual Fund

To buy or invest in Edelweiss Mutual Fund, there are basically two ways of doing it.

One is that you can buy or invest, i.e. make transactions on the website itself by logging into the Investor Portal on the website as is the case with most mutual funds.

Another common thing that you can do which is common to all mutual funds is that you can download a printable form from the website, print it, fill in the details and submit it to the nearest branch of the mutual fund AMC with supporting documents.

Online Buy Or Invest In Edelweiss Mutual Fund

•  The Edelweiss Mutual Fund website platform is the one we’ll be using for online transactions and hence we will be opening the same to proceed.
• Click on the Login Button on the top right of the website as shown in the below screenshot.

• After you click on login, there will be some more options like ‘Login’ or ‘Sign Up’.
• If you want to start investing with Edelweiss Mutual Fund you will have to be registered, so if you have not registered, get yourself registered.
• After registering, click on the ‘Login’ tab.
• After Logging yourself to the website, you will able to make transactions, i.e. buy and sell Edelweiss Mutual Fund schemes on the go.

Offline Buy Or Invest In Edelweiss Mutual Fund

• As explained before, this form will have to be downloaded from the Edelweiss Mutual Fund website as you did for the KYC form.
• So, let’s open the Edelweiss Mutual Fund website.
• Scroll down until you see the ‘Quick Links’ menu.
• Under the ‘Quick Links’ menu, you will find the ‘Downloads’ tab.
• Click on the Downloads which will lead you to another page.
• Next, click on ‘KIM-&-Application-forms’ among the three options that you will see.
• Click on any of the mutual fund schemes that you see below to download their forms.
• A file will open to be downloaded.
• Print the file, fill appropriate details in the form, and submit it to your nearest Edelweiss Mutual Fund branch to complete your transaction.

Edelweiss Mutual Fund Login Process

• To start, open the Edelweiss Mutual Fund website so that we can proceed further.
• Click on the Login Button on the top right of the screen as you can see in the screenshot below.

• Once you click on login, you will find more options such as ‘Login’ or ‘Sign Up’.
• If you want to log in to the website, click on ‘Login’ and you will be taken to another page, where you can login with your credentials and start using the services of Edelweiss Mutual Fund.

All Edelweiss Mutual Fund Important Forms Download

Edelweiss Mutual Fund Office And Branch Address

Edelweiss Mutual Fund Basic Point

1). Redemption And Withdrawal Process

Let us understand and follow how to redeem your investments in Edelweiss Mutual Funds.

A. Offline Redemption And Withdrawal Process

1. Let us begin the process by opening the Edelweiss Mutual Fund website as you did previously so that we can proceed further.
2. Scroll down until you see the ‘Quick Links’ menu.
3. Under the ‘Quick Links’ menu, you will find the ‘Downloads’ tab.
4. Click on the Downloads tab and it will redirect you to another webpage.
5. The next thing to do is to click on ‘Service-Request-Forms’ from the three options that you find.
6. Now, click on ‘Transactions’ and click on the ‘I want to redeem my investments’ option which will collapse another text full of options.
7. Under the ‘Offline Process’ click on the hyperlink ‘here’ in the first option.
8. This will lead you to a pdf file.
9. Print the file, fill it and submit it to your nearest Edelweiss Mutual Fund branch or Karvy branch to complete your registration.

B. Online Redemption And Withdrawal Process

• Let us begin the process by opening the Edelweiss Mutual Fund website as you did previously so that we can proceed further.
• Click on the Login Button on the top right of the website as shown in the below screenshot.

• After you click on login, there will be some more options like ‘Login’ or ‘Sign Up’.
• Click on Login.
• Choose the scheme or plan that you want to redeem or withdraw your investments from.
• And now you can successfully redeem your amount that you had invested.

2). How To Check Edelweiss Mutual Fund Current Value

To find your Edelweiss Mutual Fund Current Value, kindly follow the below steps:

• Kindly open the Edelweiss Mutual Fund website on any of your devices to begin with.
• Now, scroll down till you find the ‘Factsheet’ icon right under the ‘Quick Links’ section.
• Click on the ‘Factsheet’ icon.
• Now click on the “I hereby confirm that I AM NOT a US Person…” and click on ‘Submit’.
• This will redirect you to the ‘Downloads’ page.
• Here, under Downloads tab you will have to find and click on ‘Factsheet’ tab.
• Now choose month and year from among the list and click on the .pdf icon that is to the right side of it.
• This will open the fact sheet for the said month.

3). How To Close Or Stop Edelweiss Mutual Fund

There are two ways to stop or close or stop your mutual fund investment with Edelweiss Mutual Fund. We will look at them one-by-one.

A. Offline Close or Stop Edelweiss Mutual Fund

1. Let us begin the process by opening the Edelweiss Mutual Fund website as you did previously so that we can proceed further.
2. Scroll down until you see the ‘Quick Links’ menu.
3. Under the ‘Quick Links’ menu, you will find the ‘Downloads’ tab.
4. Click on the Downloads tab and it will redirect you to another webpage.
5. The next thing to do is to click on ‘Service-Request-Forms’ from the three options that you find.
6. Now, click on ‘Transactions’ and click on the ‘I want to register/cancel/ pause my SIP’ option which will collapse another text full of options.
7. Under the ‘Offline Process’ click on the hyperlink ‘here’ in the first option.
8. This will lead you to a pdf file.
9. Print the file, fill it and submit it to your nearest Edelweiss Mutual Fund branch to complete your registration.

B. Online Close or Stop Edelweiss Mutual Fund

1. During the writing of this article, the website of Edelweiss Mutual Fund displayed that Online cancellation/stopping/closing of ongoing SIP was not available.

4). How To Get Edelweiss Mutual Fund Fact Sheet

To find your Edelweiss Mutual Fund Fact Sheet, kindly follow the below steps:

1. Kindly open the Edelweiss Mutual Fund website on any of your devices to begin with.
2. Now, scroll down till you find the ‘Factsheet’ icon right under the ‘Quick Links’ section.
3. Click on the ‘Factsheet’ icon.
4. Now click on the “I hereby confirm that I AM NOT a US Person…” and click on ‘Submit’.
5. This will redirect you to the ‘Downloads’ page.
6. Here, under Downloads tab you will have to find and click on ‘Factsheet’ tab.
7. Now choose month and year from among the list and click on the .pdf icon that is to the right side of it.
8. This will open the fact sheet for the said month.

5). How To Get Edelweiss Mutual Fund Folio Number

Please contact the mutual fund help-center at the contact given below in the “Contacts” section of this article.

6). How To Get Edelweiss Mutual Fund Statement

To find your Edelweiss Mutual Fund Statement, kindly follow the below steps:

1. Kindly open the Edelweiss Mutual Fund website on any of your devices to begin with.
2. Now, scroll down till you find the ‘Account Statement’ icon right under the ‘Quick Links’ section.
3. Click on the ‘Account Statement’ icon.
4. Now you will be redirected to another page.
5. Enter the duration or time period for which you want to get the account statement.
6. Enter your folio number.
7. Type in the Captcha code for security purposes.
8. Click on the “Submit” icon.
9. Now you will receive your Edelweiss Mutual Fund Account Statement to your email address which is registered with Edelweiss Mutual Fund.

7). How To Update Mobile Number, Email & Address

There are two ways to update your mobile number and email address for your mutual fund investment with Edelweiss Mutual Fund. We will look at them one-by-one. Unfortunately, physical address can only be changed under the offline process with Edelweiss Mutual Fund.

A. Offline Update Mobile Number, Email & Address

1. Let us begin the process by opening the Edelweiss Mutual Fund website as you did previously so that we can proceed further.
2. Scroll down until you see the ‘Quick Links’ menu.
3. Under the ‘Quick Links’ menu, you will find the ‘Downloads’ tab.
4. Click on the Downloads tab and it will redirect you to another webpage.
5. The next thing to do is to click on ‘Service-Request-Forms’ from the three options that you find.
6. Now, click on ‘Change in Personal Details’ and click on the ‘I want to change my email/mobile number’ option which will collapse another text full of options.
7. Under the ‘Offline Process’ click on the hyperlink ‘here’ in the first option.
8. This will lead you to a pdf file.
9. Print the file, fill it and submit it to your nearest Edelweiss Mutual Fund branch to complete your registration.

B. Online Update Mobile Number, Email & Address

• Let us begin the process by opening the Edelweiss Mutual Fund website as you did previously so that we can proceed further.
• Click on the Login Button on the top right of the website as shown in the below screenshot.

• After you click on login, there will be some more options like ‘Login’ or ‘Sign Up’.
• Click on Login.
• Now, move towards your profile section and click on it.
• Here you will find the option to change and update your mobile number as well as email address.

NOTE: Please note that it will take 3 days’ time for your details to be updated.

8). How To Link Aadhaar

1. Let us begin the process by opening the Edelweiss Mutual Fund website as you did previously so that we can proceed further.
2. Scroll down until you see the ‘Quick Links’ menu.
3. Under the ‘Quick Links’ menu, you will find the ‘Downloads’ tab.
4. Click on the Downloads tab and it will redirect you to another webpage.
5. The next thing to do is to click on ‘Service-Request-Forms’ from the three options that you find.
6. Now, click on ‘Change in Personal Details’ and click on the ‘I want to update my KYC/KRA details’ option which will collapse another text full of options.
7. Under the ‘Offline Process’ click on the hyperlink ‘here’ in the first option.
8. This will lead you to a pdf file.
9. Print the file, fill it and submit it to your nearest Edelweiss Mutual Fund branch to complete your registration.

Edelweiss Mutual Fund Past Year Returns

Fund Managers Of Edelweiss Mutual Funds

Mr. Harshad Patwardhan

With an industry involvement of 25 years with different firms in different limits, Mr. Patwardhan is the Chief Investment Officer- Equities at EAML.

Before joining Edelweiss, Mr. Patwardhan was an Executive Director at JP Morgan Asset Management, India. He was promoted to the post of CIO-Equities in 2016 when Edelweiss bought the entire funds of JP Morgan.

Mr. Harshad Patwardhan has an excellent academic background. He completed bachelor’s degree from IIT-Bombay in 1991 and pursued MBA in Finance from IIM Lucknow. Later he received a CFA degree from the CFA Institute.

At Edelweiss, Mr. Patwardhan is the in-charge of all Equity mutual funds. He handles a team of Fund Managers and personally manages 12 funds with an AuM of approx. Rs.2006 crores.

Mr. Dhawal Dalal

Mr. Dhawal Dalal is the Chief Investment Officer-Debt at EAML and has an industry involvement of over 20 years. After finishing his bachelor’s degree in Mechanical Engineering and MBA in Banking, Mr. Dalal started his career in 1996 as a Research Associate at Merill Lynch Asset Management.

In 1998, he left the company and joined DSP BlackRock Mutual Funds, where he served for consecutive 18 years. He managed assets worth $250 billion for his customers at DSP BlackRock. Mr. Dalal left DSP BlackRock in 2016 as an Executive Vice President to join Edelweiss. 

At Edelweiss, he personally manages 35 schemes besides handling the Debt investment team. He manages Edelweiss Government security fund, Edelweiss banking and PSU debt fund, and Edelweiss Dynamic bond with a total AuM of Rs.3940 crores.

Mr. Nalin Moniz

Mr. Moniz is Edelweiss’s CIO- Alternative Equities. He graduated from the University of Pennsylvania and obtained a dual degree from Wharton School and Moore School in Economics and Computer Science. Mr. Nalin Moniz began his career as a manager in Goldman Sachs Asset Management. Intending to become an entrepreneur, he left the company after four years and started Forefront Capital Management in India. Due to their exceptional success story, Edelweiss bought the funds of Forefront Capital Management and retained Mr. Moniz as their CIO. In 2016, Mr. Moniz played a crucial role in Acquiring Ambit Capital’s AIF wing, which was an excellent achievement for Edelweiss.

At Edelweiss, Mr. Nalin Moniz personally manages Flagship fund and Alternative Equity Fund, which received a successful nomination for the best Asian Multi-Strategy Fund in 2018.

Mr. Pranav Parikh

With an experience of almost two decades in American and Indian economies, Mr. Parikh holds the position of CIO- Private Equity at EAML. Mr. Parikh is among the Fund Managers to have produced positive returns during two of the most destructive economic cycles.

During the dot-com bubble burst from 1999 to 2003, he was the Portfolio Manager of Q investment in Texas, and during the global financial crisis of 2008, he was the Managing Director of the Indian branch of the same company.

In 2012, he was appointed as the Managing director of Fountainhead Ventures. After 3 years, he left the company and joined as Chief Investment Officer at Edelweiss Mutual Funds.

Mr. Gautam Kaul

Mr. Kaul is Edelweiss Asset Management’s Fund Manager for Fixed Income. He holds an involvement of almost two decades in fund management at different driving AMCs. After completing MBA in Finance from Savitribai Phule University Pune, he started his career in 2001 with Mata securities.

He left the company to join Sahara India Mutual Funds, where he served for a short period of 1 year and then switched to Lotus India Asset Management. Later, Mr. Kaul joined IDBI Asset Management, where he worked for 7 years as a Fund Manager.

In 2016, Mr. Gautam Kaul left IDBI and joined Edelweiss Mutual Funds as a Fund Manager. Here he manages 54 different schemes which include Edelweiss Dynamic Bond Fund, Edelweiss Multi-Asset Allocation Fund, and many more worth total AuM of Rs.5417 crores.

Mr. Nilesh Saha

Mr. Saha is the youngest and most dynamic fund manager at Edelweiss Mutual Funds. After completing B. Tech from BITS Pilani, he began his career with Goldman Sachs. He joined Edelweiss Mutual Funds in 2014 and currently manages the Edelweiss Alternate Equity Fund and Edelweiss Catalyst Opportunities Fund, which are the two flagship fund schemes of EMF.

Besides these two flagship funds, he even handles Balanced Advantage Fund and Multi-Asset Allocation Fund.

Mr. Harsh Kothari

With almost a decade of financial market experience, Mr. Kothari holds the position of Fund Manager at Edelweiss Mutual Funds. After completing MBA in Accounting from MET League of Colleagues, Mr. Kothari pursued BMS in International Finance from Mumbai University.

He started his career with Morgan Stanley Fund Services as a Senior Associate. Later he was appointed as Research Analyst in JP Morgan, where he worked for three and a half years before joining Edelweiss Mutual Funds. At EMF, besides managing funds, he is also involved in planning strategies and handles customer interactions.

What Are Charges/ Commissions Of Edelweiss Mutual Fund

Edelweiss provides investment guidance to the customers based on intense research and analysis. It offers the best trading platform to the customers, covering all mediums, i.e., a website, trading software, and mobile app. The trading platforms on all mediums are user friendly and easy to understand.

Edelweiss mobile app is the highest rated app in India. Edelweiss Mutual Fund establishes its authority by spreading its root across 12 states of India. With over 480 offices in 200 different locations, Edelweiss has 11938 employees and provides assistance to over 12 lakh customers locally and globally.

Handling a broad client base and huge investments on a daily purpose is a tough task and involves expertise in the topic. Thus, for this work, AMCs charge some amount to the investors approved by SEBI (Security and Exchange Board of India). 

The total cost involved in managing the mutual fund on behalf of the investor is known as TER (Total Expense Ratio).

This includes expenses such as operational cost, audit fees, investment management fees, registrar fees, agent commission, service charges, etc. TER is charged annually, and management fees, distribution fees, and administrative costs are its three major components.

Mutual funds have broadly two types of charges: –

1. One-Time Charges

These charges are imposed on the investor either while investing in the mutual fund scheme or while exiting.

Entry Load: – This charge is imposed on the customer while investing in a mutual fund scheme. Usually, an amount of 2.25% is charged from the fund’s NAV. However, as per SEBI’s recent guidelines, mutual funds cannot charge Entry load from the investors.

Exit Load: – These charges are imposed on the investors while exiting from a fund scheme within a short holding period. Exit load is imposed to debilitate the investors from quitting the plan.  These are dynamic charges which depend on the scheme. Usually, mutual funds charge an amount between 0.5% and 3.00%, depending upon the holding period.

If the investment is continued beyond a specific period, no exit load is charged in this case.

2. Ongoing Charges: –

These are charged daily from the mutual fund’s Net Asset. SEBI has placed a guideline rate on these expenses, and no mutual fund can charge more than the set amount.

Although SEBI had set regulations on these charges, the expense ratio can vary based on the fund’s net asset size. For example, Consider Fund A of total size Rs.1000Cr and Fund B of total size Rs.100Cr. The charges will be as follows: –

Thus, it can be observed that the expense ratio is proportional to the net asset of the fund. For a higher net asset value, lower is the expense ratio and vice versa.

Edelweiss Mutual Fund Support And Customer Care

Conclusion

There is risk involved in all types of investment, nothing comes without risk. There will always be risks involved whether you invest in stocks or the safest funds. However, mutual funds involve lesser risk when compared to stocks. Investors who are willing to take risks and want immediate returns are encouraged to invest in Stocks. However, investors looking for fixed returns and are ready to invest long-term, Mutual Funds is the best option for them

In recent times, traders have become much active in Mutual Funds. The reason behind this is that they involve less risk, are easy to understand, and offer a good return. If you are thinking to start investing in mutual funds, choose Edelweiss Mutual Funds, and experience what it feels like to work with an elite financial service provider. Start investing with Edelweiss today!

Edelweiss Mutual Fund FAQs

How do I know about Edelweiss Mutual Fund’s plans?

We have created an elaborate list of the plans offered by the Edelweiss Mutual Fund in this article. However, an alternate source of information can be obtained by visiting Edelweiss’s official to know about the plans.

How do I contact Edelweiss Mutual Fund Company?

In case of any queries, you can call on the toll-free number or send a mail to the company on the contact provided in the relevant section of this article.

How do I log in to my Edelweiss Mutual Fund’s online account?

If you already have a login pin, you can log in easily from Edelweiss’s official website. If you don’t have a pin then you should first register an online account with on the company’s website. Further login details have been provided in this article in the relevant section.

Which is the best scheme in Edelweiss Mutual Fund?

There are various schemes available with Edelweiss Mutual Funds from which you can choose the most significant one for you. Before investing in any plans, kindly consult an expert or carry research about the market and the fund.

Why should I invest in Edelweiss Mutual Funds?

With an experience of almost a decade in this industry, Edelweiss is among the most established financial service providers of India. Edelweiss provides more than 80 schemes which are tailored according to customer’s requirement. Choose your most significant fund and start investing with Edelweiss today!

Will there be any charges applicable to the transactions?

No, the transactions are free of cost.

Are there any charges applicable to the redemption?

Yes, there are charges applicable to the redemption. These charges will be mentioned in your investment agreement.

What documents are required at the beginning of investment?

Ans: – You need the following documents: –

1. Application form
2. Identification proof
3. Address proof
4. KYC documents
5. Third-party declaration (for minors)