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Edelweiss Mutual Funds

Edelweiss Mutual fund is an important fiduciary business by the Edelweiss Group. All the sponsorship was dealt by the Edelweiss Financial Services Limited. The leading financial services company was established in 1996. EMF and its subsidiaries offer different financial solution and services to the clients like Investment Banking, Asset Management, Private Client Business, Wholesale Financing, Treasury Operations, and Insurance Brokerage.

Types of Edelweiss Mutual Funds

There are different types of schemes offered by the Edelweiss Mutual Funds. They are described below in detail. Each of the schemes is useful for the investors as they yield high returns, and maximize the savings. The risk associated with the schemes depends on their types, but overall, the schemes are so designed that the risk gets minimized.

  • Equity Funds: Here, the investments are done usually in stocks or equity related instruments. The investors who can bear the high risks associated with the plans are encouraged to go for the scheme. Here the risks and returns are high as compared with the other plans.

  • Debt Funds: Here the investments are done in debt instruments like corporate bonds and government securities. This type of fund is usually safe type fund product. Associated risk in this scheme is comparatively low. The objective of this scheme is to generate income. Cash conservation is the other outcome of this scheme.

  • Liquid Funds: This type of Mutual fund offers high liquidity and has short maturity period. The investments are done in money market instruments like certificates of deposit, treasury bills, term deposits and commercial papers. No freezing period is another advantage of this scheme.

Equity Funds offered by Edelweiss

Different types of schemes/ Funds provided by Edelweiss are described below.

  • Edelweiss Arbitrage Fund: The fund associated with this scheme is open-ended and involves moderately lower risk.

    Investment objective: The investment motive here is to generate income by investing in different opportunities of equity market

    Suitable for: Those who want to generate income through arbitrage opportunities; they can invest in this scheme.

  • Edelweiss Balanced Advantage Fund: This is a dynamic asset allocation fund which is of open ended type.

    Investment objective: The motive is to generate returns in long-term investment with low risk.

    Suitable for: Those who are willing to cope up with the investment objective of the scheme.

  • Edelweiss Large Cap Fund: The equity fund associated with this scheme is open ended and has risk factor moderately high.

    Investment objective: It has an objective to generate long-term capital growth by investing in large capital companies across different market capitalizations.

    Suitable for: Those who want to generate long term income through investments in equity related instruments can go for this scheme.

  • Edelweiss Long term Equity Fund: This is a tax saving scheme, which is equity linked and is of open ended type, which neither has entry load nor exit load.

    Investment objective: It has an objective to generate capital growth via long term investment in equity instruments across different market capitalizations.

    Suitable for: Those who can go for this scheme will have wait for the completion of the 3 year lock in period, and are the ones who want to create income via equity related instruments; this scheme is suitable for them.

  • Edelweiss Multi Asset Allocation Fund: This equity scheme is open-ended, which neither has entry load nor exit load. Here, the risk is moderately high.

    Investment objective: The investment motive here is to generate income by investing in different segments of equity markets.

    Suitable for: This scheme is appropriate for those who want to go for long-term investment in Debt, equity and gold.

  • Edelweiss Large and Mid Cap Fund: This is a scheme of open ended type, investing in both large cap and mid cap stocks.

    Investment objective: It has an objective to generate long-term capital growth by investing in large capital and mid capital companies across different market.

    Suitable for: Those who are willing go for long-term investment as mentioned in the investment objective of the scheme; they can go for this scheme.

  • Edelweiss Equity Savings Fund: This is an open ended scheme and has a risk factor which is moderately high.

    Investment Objective: The objective is to generate capital and income through investments in equity and related securities in debt, money markets.

    Suitable for: This investment option is very good for those who want to have income by investing in debt and money markets through equity and related securities.

  • Edelweiss Mid Cap Fund: This scheme is open ended and involves a high risk.

    Investment Objective: The objective is to have income and capital over the long term by investment in equity and related securities for mid capital company.

    Suitable for: The scheme is suitable for those who want to generate income through investment in equity and related securities for mid capital company.

  • Edelweiss Multi-Cap Fund: This open-ended scheme involves a moderately high-risk investment and applies an exit load of 1%, if redeemed within a year of investment.

    Investment Objective: The objective is for capital generation in the long term by investing in a varieties of portfolios.

    Suitable for: The scheme is suitable for those who want to generate income in the long term through investment in equity and related securities in a diverse set of companies.

  • Edelweiss Tax Advantage Fund: These are funds, which are linked to the equity and are open-ended. The risk factor is moderately high.

    Investment Objective: The objective of the investment is to generate income and capital appreciation through investment in equity and related securities over a long period.

    Suitable for: These types of funds are suitable for those who want to generate income and want to see the capital appreciate over a long period.

Fixed Income Funds Offered by Edelweiss

Following schemes are offered as part of the fixed income funds.

  • Edelweiss Government Securities Fund: This is a debt scheme, which is open-ended and involves a moderate risk.

    Investment Objective: The objective is to produce income through investments in variety of maturities approved by government of India.

    Suitable for: These funds are useful for those who want to generate income by investing in maturities and related securities over the long term.

  • Edelweiss Banking and PSU Debt Fund: These types of funds are open and involves moderate risk.

    Investment Objective: The objective of the investment is to generate returns through investments in money market and securities.

    Suitable for: These types of funds are suitable for those who want return through investments in money, debt markets issued by public sectors, or financial institutions.

  • Edelweiss Liquid Fund: These types of funds are liquid and open-ended and involve low risk.

    Investment Objective: The objective of the investment is to generate fair returns with low risk by investing in debt and money market.

    Suitable for: These funds are useful for those who want to have income in the short period term by investments in debt and related securities.

  • Edelweiss Short Term Fund: As the name suggests, these are short period debt fund schemes and involves a moderately low risk.

    Investment Objective: The objective is to create returns from the short period investments involving debt.

    Suitable for: These types of funds are suitable for those want to invest for a short term and generate a good return.

  • Edelweiss Dynamic Bond Fund: This type of fund are dynamic, open ended schemes involving moderate risk.

    Investment Objective: It helps generate income and maintain liquidity.

    Suitable for: Those who want maximum return by investing in debt and money markets

  • Edelweiss Corporate Bond Fund: These types of schemes are open ended and debt related.

    Investment Objective: It generates income for investment in corporate bonds.

    Suitable for: It is suitable for those who want to make income investing in corporate securities.

  • Edelweiss Low Duration Fund: These are low time open ended debt scheme involving moderately low risk.

    Investment Objective: It maximizes returns for investments in debt, market securities.

    Suitable for: Those who want income in a blend of money market securities.

Exchange Traded Schemes Offered by Edelweiss Mutual Fund

  • Edelweiss ETF – Nifty 50: This scheme has moderately high risk and is open ended.

    Investment Objective: It offers returns before expenses according to overall return.

    Suitable for: Those who want to see appreciation of capital over a long period.

  • Edelweiss ETF – Nifty Bank: This scheme has high risk and is open ended.

    Investment Objective: It offers returns before expenses according to overall return.

    Suitable for: Those who want to see appreciation of capital over a long period.

  • Edelweiss ETF – Nifty Quality 30: This is an open ended scheme which involves a moderately high risk.

    Investment Objective: It offers growth in capital through investment.

    Suitable for: Those who want growth in capital through investment.

International Funds Offered by Edelweiss Mutual Fund

  • Edelweiss ASEAN Equity Offshore Fund: This open ended fund of fund scheme involves a high risk.

    Investment Objective: It offers growth in capital through investment in JP Morgan funds.

    Suitable for: Those who want growth in capital through investment in JP Morgan funds.

  • Edelweiss Europe Dynamic Equity Offshore Fund: High risk fund open ended fund of fund scheme It offers growth in capital through investment in JP Morgan funds.

    Suitable for: Those who want growth in capital through investment in JP Morgan funds.

  • Edelweiss Greater China Equity Offshore Fund: This high risk fund of fund scheme is open ended

    Investment Objective: It offers growth in capital through investment in JP Morgan funds.

    Suitable for: Those who want growth in capital through investment in JP Morgan funds.

  • Edelweiss US Value Equity Offshore Fund: This high risk fund of fund scheme is open ended

    Investment Objective: It offers growth in capital through investment in JP Morgan funds.

    Suitable for: Those who want growth in capital through investment in JP Morgan funds.

  • Edelweiss Emerging Markets Opportunities Equity Offshore Fund: This high risk fund of fund scheme is open ended.

    Investment Objective: It offers growth in capital through investment in JP Morgan funds.

    Suitable for: Those who want growth in capital through investment in JP Morgan funds.

Documents required for Edelweiss Mutual Fund investment

There are a few mandatory documents for making the investments in the Edelweiss mutual fund.

  • Application form
  • Address proofs
  • Identification proof
  • KYC documents
  • Declaration from third party for minors

Eligibility Criteria for Edelweiss Mutual Fund Investment

Generally, residents of India, NRIs and minors, supported by the proofs of guardians are eligible to invest in these types of mutual funds.

How to invest in Edelweiss Mutual Fund

In order for you to invest in the mutual fund, you can choose both online and offline mode. For online method, which is very convenient, you will have to go to the website and fill the required details and submit the required documents. The process will be completed only when you pay for the investment.

FAQs on Edelweiss Mutual Fund

How do I buy Edelweiss Mutual Funds plan online?

Customers can buy the desired mutual fund scheme online by logging into the official website (www.edelweissmf.com) and follow the instructions on the website.

How do I contact Edelweiss Mutual Funds Company?

Toll free number- 1800 425 0090, Email- emfhelp@edelweissfin.com

How do I login Edelweiss Mutual Funds Company website?

You can directly login to the customer portal, if you already have a login pin. If not, you will have to get yourself registered first on the portal and then login to the website.

What is Edelweiss Mutual Funds Company's Contact Number?

The Company’s Toll free number is- 1800 425 0090, or Toll- +91-40-23001181

Which Edelweiss Mutual Funds scheme should I invest in?

There are various schemes available according to your need. You must consult the experts or go through the website carefully before making an investment.

Why should I invest in Edelweiss Mutual Funds scheme?

Instead of saving money in your bank account, it is better to invest the ideal money in a mutual fund scheme and get a source of income from your investments.

Will any charges apply on my transactions?

There will not be any charges applicable on the transactions.

What is the Net Asset Value of a scheme?

Net asset value signifies the performance of the mutual funds.

How do I redeem the units of Edelweiss Mutual Funds?

To redeem the units of Edelweiss Mutual funds, you need to submit a request and the firm will redeem your amount through cheque or debit.

Do I have to pay any charges for redemption?

Charges will be applicable based on the terms mentioned in your investment agreement.

Can I hold the units of Edelweiss Mutual Funds in Demat form?

Yes, you can hold the units of Edelweiss Mutual Funds in Demat form

Who cannot invest in the schemes of Edelweiss Mutual Funds?

Individuals who do not have any valid document or proofs for investment cannot invest in the schemes of Edelweiss Mutual Funds.