Edelweiss Mutual Fund: AMC Overview, AUM & Top Schemes
Edelweiss Mutual Fund manages ₹1,78,986.64 crore across 58 schemes. Explore AMC details, leadership, and top-ranked funds for Indian investors.
Edelweiss Mutual Fund is managed by Edelweiss Asset Management Limited (EAML), incorporated on 30 April 2008 with a current AUM of ₹1,78,986.64 crore across 58 schemes. Under the leadership of CEO Radhika Gupta, the fund house has grown by pairing a broad product range — equity, debt, and liquid funds — with a technology-led investment approach.
Key takeaways
- EAML was incorporated on 30 April 2008 and has 18 years of operating history.
- Current AUM stands at ₹1,78,986.64 crore (approximately ₹1.79 lakh crore) across 58 schemes.
- The AMC is sponsored by Edelweiss Financial Services Limited, active in Indian financial services since 1996.
- Radhika Gupta serves as both MD and CEO; equity CIO is Trideep Bhattacharya and debt CIO is Dhawal Dalal.
- EAML manages alternative investments alongside its mutual fund schemes and is recognised for a notably tech-forward investor experience.
What Is Edelweiss Mutual Fund?
Edelweiss Asset Management Limited entered the mutual fund market on 30 April 2008, during a period of significant global economic stress. Rather than delaying its launch, EAML went ahead and built a wide product portfolio from the ground up. Today the AMC manages ₹1,78,986.64 crore in AUM across 58 schemes.
The fund house's stated aim is to offer investors the broadest possible range of investment products, backed by the tools and guidance needed for long-term wealth creation. In practice, this translates into three main fund categories — equity, debt, and liquid — alongside alternative investments.
What sets EAML apart from many established peers is its emphasis on innovation and the digital experience, positioning it as one of India's more technology-forward fund houses.
Fund House at a Glance
The table below summarises key information about the AMC's structure, leadership, and registered details.
| Field | Detail |
|---|---|
| Total AUM | ₹1,78,986.64 crore (about ₹1.79 lakh crore) |
| Number of schemes | 58 |
| AMC age | 18 years |
| Incorporation date | 30 April 2008 |
| Sponsors | Edelweiss Financial Services Limited |
| Trustee organisation | Edelweiss Trusteeship Company Ltd. |
| Trustees | Ms. Kamala K, Mr. Kedar Desai, Mr. K Ramaswamy, Mr. K Venugopal |
| CIO | Trideep Bhattacharya(Chief Investment Officer-Equity), Dhawal Dalal(Chief Investment Officer-Debt) |
| MD | Ms. Radhika Gupta |
| CEO | Radhika Gupta(Chief Executive Officer) |
| Compliance officer | Mr. Jehzeel Master |
| Address | Edelweiss HouseOff C.S.T. Road, Kalina Mumbai 400098 |
Sponsor Background: Edelweiss Financial Services Limited
Edelweiss Financial Services Limited has been active in India's financial sector since 1996, originally as a specialised investment bank providing advisory services in mergers and acquisitions and private equity syndication. Over time it broadened its service range to cover multiple asset classes and consumer segments, both domestically and globally.
The company subsequently obtained a merchant banking licence and redirected its focus toward helping startups raise capital through private equity funds and venture capital. It later added Non-Banking Financial Company (NBFC) operations and institutional broking to its offerings. In 2007, Edelweiss established its global wealth management business, the Indian arm of which became EAML.
The group's growth continued in the years that followed. It acquired Anagram Capital in 2010 and, the following year, extended its reach into Japan through a joint venture with Tokio Marine, a Japanese insurance company. A landmark transaction came in 2016, when Edelweiss acquired the entire fund portfolio of JP Morgan Asset Management India. The group has also formalised its social commitments through the EdelGive Foundation, focused on education and livelihoods for underprivileged communities.
Top 10 Edelweiss Mutual Fund Schemes Ranked by Invo Wealth
The 10 funds below are ranked by Invo Wealth's internal quality score. The selection spans hybrid, mid-cap, equity savings, index, arbitrage, and liquid strategies, giving investors exposure across a range of risk profiles and market segments.
Trailing Returns
Performance data as of 5 September 2026.
| Fund | Sub-category | 6M CAGR | 1Y CAGR | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Edelweiss Aggressive Hybrid Fund | Aggressive Hybrid Fund | 7.26% | 3.62% | 12.26% | 11.93% |
| Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth | Aggressive Hybrid Fund | 7.28% | 3.63% | 12.25% | 11.87% |
| Edelweiss Equity Savings Fund | Equity Savings Fund | 11.78% | 7.82% | 10.50% | 8.55% |
| Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund | Index Fund | 27.22% | 20.71% | 18.90% | 12.72% |
| Edelweiss Mid Cap Fund | Mid Cap Fund | 17.80% | 9.67% | 19.74% | 17.67% |
| Edelweiss Arbitrage Fund | Arbitrage Fund | 5.64% | 5.79% | 6.71% | 6.10% |
| Edelweiss Nifty Next 50 Index Fund | Index Fund | 16.27% | 8.61% | 16.92% | -- |
| Edelweiss Liquid Fund - Regular Plan - Growth | Liquid Fund | 7.08% | 6.50% | 6.90% | 6.19% |
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund | Index Fund | 10.64% | 5.09% | 14.48% | -- |
| Edelweiss Liquid Fund | Liquid Fund | 7.08% | 6.50% | 6.90% | 6.19% |
All funds listed are Regular Plan - Growth option. CAGR = compound annual growth rate.
Risk and Volatility Metrics
| Fund | ISIN | Mean 1Y rolling return | Volatility | Max drawdown (3Y) | Sortino ratio |
|---|---|---|---|---|---|
| Edelweiss Aggressive Hybrid Fund | INF754K01160 | 16.10% | 12.81% | -12.61% | 0.56 |
| Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth | INF754K01202 | 16.04% | 12.80% | -12.60% | 0.56 |
| Edelweiss Equity Savings Fund | INF843K01KG9 | 9.64% | 4.69% | -3.54% | 1.07 |
| Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund | INF754K01LR3 | 14.20% | 13.94% | -12.39% | 1.22 |
| Edelweiss Mid Cap Fund | INF843K01013 | 24.37% | 20.03% | -20.28% | 0.87 |
| Edelweiss Arbitrage Fund | INF754K01EF3 | 5.95% | 1.19% | -0.29% | -0.39 |
| Edelweiss Nifty Next 50 Index Fund | INF754K01QH3 | 22.36% | 22.11% | -26.65% | 0.60 |
| Edelweiss Liquid Fund - Regular Plan - Growth | INF754K01GZ6 | 5.91% | 0.18% | -0.01% | -1.44 |
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund | INF754K01PZ7 | 24.31% | 23.95% | -26.01% | 0.42 |
| Edelweiss Liquid Fund | INF754K01HE9 | 5.91% | 0.18% | -0.01% | -1.45 |
How to Invest in Edelweiss Mutual Fund
Starting a SIP online is straightforward — you can invest directly through the Edelweiss Mutual Fund website or through any third-party platform or mobile application. Sign up on Invo Wealth to get complete portfolio insights and start investing in Edelweiss Mutual Fund schemes suited to your financial goals.
To increase your SIP over time, Edelweiss offers a Step-up or Top-up SIP facility. Confirm availability with the fund house, then use a Step-up Calculator to plan your revised contribution before making changes. Cancelling a SIP is equally simple: place a Cancel SIP request via the fund house website using your folio number, through your agent, or through the platform where you first invested.
Conclusion
With 18 years of history, ₹1,78,986.64 crore in AUM, and 58 schemes spanning equity, debt, index, and liquid strategies, Edelweiss Mutual Fund offers Indian investors a versatile and technology-forward platform for building long-term wealth. Its experienced leadership team and diverse product range make it a fund house worth evaluating as part of a well-rounded investment portfolio.
Frequently asked questions
How do I start a SIP in Edelweiss Mutual Fund online?
You can start a SIP in Edelweiss Mutual Fund through the fund house's official website, through Invo Wealth, or through any other online investment platform or mobile application of your choice. No branch visit is required for online registration.
How do I calculate my Edelweiss Mutual Fund SIP returns?
To estimate SIP returns you need to factor in your investment amount, the tenure of the SIP, the number of instalments already paid, and an expected rate of return. Online SIP calculators make this straightforward once you have these inputs.
How do I redeem my Edelweiss Mutual Fund investment?
You can redeem offline by visiting the nearest fund house branch and submitting a redemption form. Online redemption is possible by logging into the fund house's website with your folio number, or through the online portal or platform where you originally invested.
Can I increase my SIP amount in Edelweiss Mutual Fund?
Yes, Edelweiss Mutual Fund offers a Step-up or Top-up SIP facility to increase contributions over time. It is advisable to confirm availability with the fund house first and use a Step-up Calculator to plan the revised amount before making changes.
How do I stop or cancel a running Edelweiss Mutual Fund SIP?
You can cancel a SIP at any time by placing a Cancel SIP request online. This can be done by logging into the fund house's website with your folio number, contacting your distributor or agent, or using the investment platform where you originally set up the SIP.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. This article is for education only and is not investment advice. Past performance does not guarantee future returns. Invo Wealth is an AMFI-registered mutual fund distributor (ARN-368528).