Best Edelweiss Mutual Funds in India 2025
Edelweiss Mutual Fund, registered with SEBI in 2008 and operational since 2009, stands as one of India’s youngest mutual fund houses. Managed by Edelweiss Asset Management Ltd, a subsidiary of the Edelweiss Group, it operates under the umbrella of Edelweiss Financial Services, a listed financial services company.
As of September 30, 2025, the fund house manages an impressive ₹1,78,678 cr. in assets. Edelweiss Mutual Fund offers a diverse range of 67 schemes, with 34 equity funds, 7 hybrid funds, 23 debt funds, and 13 in other categories. The AMC has also made notable strides in index investing by bringing MSCI, one of the world’s leading index providers, to India. Here we will be covering the top Edelweiss mutual funds along with an overview of the funds, taxation, risk and factors to consider before investing.
Top Edelweiss Mutual Funds
| Name | AUM(in ₹ cr.) | CAGR 5Y(%) | CAGR 3Y(%) | Expense Ratio(%) | Exit Load(%) | NAV(₹ per unit) | Alpha | Volatility |
|---|---|---|---|---|---|---|---|---|
| Edelweiss Arbitrage Fund | 16687.08 | 6.57 | 7.9 | 0.39 | 0.25 | 21.33 | 0.38 | 0.82 |
| Edelweiss Balanced Advantage Fund | 12899.19 | 14.31 | 13.31 | 0.53 | 1 | 59.58 | - | 8.62 |
| Edelweiss Mid Cap Fund | 12646.93 | 28.67 | 26.46 | 0.4 | 1 | 121.32 | 8.47 | 16.64 |
| Edelweiss Liquid Fund | 10620.71 | 5.87 | 7.12 | 0.1 | 0.01 | 3488.68 | 0.01 | 0.11 |
| BHARAT Bond FOF - April 2030 | 9647.39 | 6.65 | 8.07 | 0.08 | 0.1 | 15.52 | - | 2.42 |
| Edelweiss Nifty PSU Bond Plus SDL Apr 2026 50:50 Index Fund | 7031.52 | - | 7.38 | 0.24 | 0.1 | 13.39 | - | 0.4 |
| Edelweiss Small Cap Fund | 5296.7 | 28.28 | 21.3 | 0.43 | 1 | 48.49 | 9.89 | 16.55 |
| BHARAT Bond FOF - April 2031 | 4721.85 | 6.61 | 8.37 | 0.08 | 0.1 | 13.94 | - | 2.61 |
| BHARAT Bond ETF FOF - April 2032 | 4517.43 | - | 8.34 | 0.08 | 0.1 | 13.05 | - | 3.3 |
| Edelweiss Large & Mid Cap Fund | 4346.62 | 21.83 | 19.07 | 0.42 | 1 | 105.1 | 6.3 | 14.9 |
Disclaimer: Please note that the above list of Edelweiss mutual funds is for educational purposes only and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Mutual Fund Screener and is subject to real-time updates.
Note: The data on the list of Edelweiss mutual funds is from 21st November 2025. This data is derived from the Tickertape Mutual Funds Screener.
- AMC: Edelweiss Asset Management Limited
- Plan: Growth
- AUM: Sorted from highest to lowest
Pro Tip: You can use Tickertape’s Mutual Fund Screener to research and evaluate funds with over 50+ pre-loaded filters and parameters.
Key Information on Edelweiss Mutual Fund
| Particular | Details |
| AMC Name | Edelweiss Asset Management Limited (EAM) |
| Parent / Sponsor | Edelweiss Financial Services Ltd (Edelweiss Group) |
| SEBI Registration / AMC Setup Date | Registered with SEBI in 2008; AMC set up on 30 April 2008 |
| Operations Started | 2009 |
| Headquarters / Registered Address | Edelweiss House, Off C.S.T. Road, Kalina, Mumbai 400 098 |
| Managing Director & CEO | Radhika Gupta |
| Total AUM (Assets Under Management) | ₹ 1,78,678 cr. (as of 30 Sept 2025) |
| Number of Schemes (approx.) | ~ 63 schemes |
| Breakdown of Schemes | Equity, Debt, Hybrid, ETFs / Index / Other categories. (E.g. 34 equity, 23 debt, 7 hybrid + others) |
Overview of the top Edelweiss Mutual Funds
Edelweiss Arbitrage Fund
The Edelweiss Arbitrage Fund seeks to benefit from price differences between the cash and derivatives markets. It primarily invests in arbitrage opportunities, aiming to reduce risk compared to traditional equity funds.
Edelweiss Balanced Advantage Fund
This hybrid fund adjusts its allocation between equity and debt based on market conditions. It aims to provide a mix of growth and stability by investing in both stocks and bonds.
Edelweiss Mid Cap Fund
The Edelweiss Mid Cap Fund focuses on investing in mid-sized companies, which typically have higher growth potential. The fund invests in stocks of companies that are not as large as blue-chip firms but offer significant growth opportunities.
Edelweiss Liquid Fund
The Edelweiss Liquid Fund invests in short-term debt instruments. The scheme invests in short‑term debt securities, offering liquidity and lower duration compared to long‑term debt funds or equity funds.
BHARAT Bond FOF – April 2030
The BHARAT Bond FOF – April 2030 invests in units of Bharat Bond ETFs that track a specific bond index. It targets bonds with a maturity in 2030, providing a fixed investment horizon for those investing in debt securities.
Edelweiss Nifty PSU Bond Plus SDL Apr 2026 50:50 Index Fund
This index fund invests in a combination of PSU bonds and State Development Loans (SDLs), with a 50:50 allocation. The fund targets a fixed maturity date in April 2026, focusing on debt securities issued by government-owned entities and states.
Edelweiss Small Cap Fund
The Edelweiss Small Cap Fund invests in small-cap companies. These companies tend to be newer or less established, offering potential for growth, though they typically come with higher volatility than large-cap stocks.
BHARAT Bond FOF – April 2031
The BHARAT Bond FOF – April 2031 invests in Bharat Bond ETFs with a target maturity in 2031. The fund provides exposure to debt instruments maturing in that year, following a passive fund-of-fund structure.
BHARAT Bond ETF FOF – April 2032
The BHARAT Bond ETF FOF – April 2032 invests in Bharat Bond ETFs that track government and PSU bonds. The fund has a target maturity in 2032, offering passive exposure to long-term debt securities.
Edelweiss Large & Mid Cap Fund
The Edelweiss Large & Mid Cap Fund invests in both large-cap and mid-cap stocks. It aims to combine the stability of large, established companies with the growth potential of mid-cap stocks. The fund provides exposure to a broader range of market capitalisations.
How to Invest in the Edelweiss Mutual Funds?
You can easily start to invest in the Edelweiss MF in India by following these steps:
- Visit an equity investment platform such as smallcase
- The next step is to research and identify the best Edelweiss mutual funds, based on your investment thesis. Tools like the Tickertape Mutual Fund Screener can help you filter and compare funds based on parameters such as returns, expense ratio, and fund size.
- Once you shortlist the funds, visit smallcase, log in, and search for the fund by name. You can then choose the investment mode, either a one-time lump sum or a SIP investment plan, and complete the process.
Taxation on Edelweiss Mutual Funds
The tax treatment can differ for equity, debt, hybrid, and gold mutual funds, and it is important to understand these details to plan your investments effectively. Below are the tax implications for each type of mutual fund.
Equity Mutual Funds
| Type of Gain | Holding Period | Tax Rate |
| Short-Term Capital Gains (STCG) | Less than 12 months | 20% |
| Long-Term Capital Gains (LTCG) | More than 12 months | 12.5% (gains up to ₹1.25 lakh exempt in a financial year) |
Debt Mutual Funds
| Type of Gain | Holding Period | Tax Rate |
| Short-Term Capital Gains (STCG) | Less than 36 months | Taxed as per income tax slab |
| Long-Term Capital Gains (LTCG) | More than 36 months | 12.50% |
Hybrid Mutual Funds
| Type of Hybrid Fund | Type of Gain | Holding Period | Tax Rate |
| Equity-Oriented Hybrid Funds | Short-Term Capital Gains (STCG) | Less than 1 year | 20% |
| Long-Term Capital Gains (LTCG) | More than 1 year | 12.5% (gains up to ₹1.25 lakh exempt) | |
| Debt-Oriented Hybrid Funds | Short-Term Capital Gains (STCG) | Less than 3 years | Taxed as per income tax slab |
| Long-Term Capital Gains (LTCG) | More than 3 years | 12.50% |
Gold Mutual Funds
| Type of Gain | Old Holding Period | New Holding Period | Old Tax Rate | New Tax Rate |
| Short-Term Capital Gains (STCG) | Under 36 months | Under 24 months | Slab rate | Slab rate |
| Long-Term Capital Gains (LTCG) | Over 36 months | Over 24 months | 20% | 12.50% |
Top Fund Managers at Edelweiss Mutual Funds
Trideep Bhattacharya
Trideep Bhattacharya is the Chief Investment Officer (CIO) for Equities at Edelweiss Mutual Fund. With over 20 years of experience in equity portfolio management, he oversees the equity investment strategy and manages the equity schemes. Before Edelweiss, he worked at several top financial institutions. Trideep holds a B.Tech in Electrical Engineering and a PGDBM in Finance.
Dhruv Bhatia
Dhruv Bhatia is a Fund Manager at Edelweiss Mutual Fund, managing equity-focused schemes. With over 10 years of experience in the Indian stock market, he specialises in managing large equity portfolios and market analysis. Dhruv holds an MBA in Finance and plays a key role in Edelweiss’ equity fund performance.
Raj Koradia
Raj Koradia is a Fund Manager at Edelweiss Mutual Fund, focusing on equity schemes. With extensive experience in both domestic and international markets, Raj excels in portfolio management, equity research, and risk assessment.
Bhavesh Jain
Bhavesh Jain is the Co-Head of Factor Investing at Edelweiss Mutual Fund, specialising in quantitative equity strategies. With over 15 years of experience, Bhavesh uses factor-based investing to select stocks based on financial metrics. He holds a Master’s in Finance and has worked with leading asset management firms before joining Edelweiss.
Pranavi Kulkarni
Pranavi Kulkarni manages both equity and hybrid funds, including the Edelweiss Liquid Fund. With over 8 years of experience in fund management and a background in finance, Pranavi plays an important role in Edelweiss’ equity and debt strategies. She holds an MBA in Finance.
Amit Vora
Amit Vora is a Fund Manager at Edelweiss Mutual Fund, focusing on international equity funds. He has over 12 years of experience managing global funds and is responsible for ensuring diversification across global markets. Amit holds a Master’s in Finance and is a Chartered Financial Analyst (CFA).
Documents Required to Invest in Edelweiss Mutual Funds
To invest in Edelweiss Mutual Funds, investors need to provide a few standard documents for regulatory compliance and smooth transactions:
- PAN Card: Mandatory for identity verification and tax purposes.
- Personal Information: Full name, mobile number, and email ID for account setup and communication.
- Address Proof: Documents like Aadhaar (front and back), passport, or voter ID to verify identity and residence.
- Bank Account Details: Bank account information, along with a cancelled cheque (if required), for transactions and payouts.
- Nominee Information: Details of a nominee (beneficiary) for investment transfer in case of unforeseen circumstances.
- FATCA and CRS Declarations: Mandatory for compliance with international taxation and reporting regulations.
Risks of Investing in Edelweiss Mutual Funds
- Market Risk: Edelweiss Mutual Funds, especially equity funds, are affected by market movements. If the stock market goes down, the value of your investment could decrease as well. Even debt and hybrid funds, while less volatile, can still be impacted by economic changes or market conditions.
- Credit Risk: Debt funds invest in bonds and loans, and there’s a risk that the companies issuing these bonds may fail to pay back the money they owe. If this happens, it can reduce the value of the debt fund’s investment. Some funds also face a risk from changes in bond prices due to shifting interest rates.
- Interest Rate Risk: When interest rates rise, the value of bonds and debt securities can fall. This is particularly relevant for long-term debt funds, where price changes due to interest rate fluctuations can impact the returns.
- Volatility & Concentration Risk: Equity funds, especially those investing in smaller companies or specific sectors, can experience higher volatility. If the market or specific sectors perform poorly, the fund could be impacted. Additionally, if a fund is heavily invested in a small number of stocks, poor performance in those stocks can hurt the overall returns.
Factors to Consider before Investing in Edelweiss Mutual Funds
- Financial Goals: Edelweiss Mutual Funds offer various schemes with different risk levels and goals. Some funds focus on high growth, while others are designed for stability and income. Knowing your financial goals and risk tolerance helps in choosing the right fund.
- Fund Type and Strategy: Edelweiss offers equity, debt, hybrid, and specialised funds. Equity funds invest in stocks, debt funds focus on bonds, and hybrid funds mix both. Each type carries its own risk and return potential based on the strategy.
- Fees and Expense Ratio: Each fund charges an expense ratio, which covers its operational costs. A higher expense ratio can lower your returns, so it’s important to weigh the cost against the fund’s value.
- Volatility and Market Risk: Equity funds can be volatile, with prices fluctuating quickly, especially during market downturns. This means they can offer higher returns in good times but also come with greater risk. It’s important to understand the fund’s volatility before investing.
Conclusion
Investing in Edelweiss Mutual Funds, like any investment, carries inherent risks, including market risk, interest rate risk, credit risk, liquidity risk, and concentration risk. While these funds offer potential for growth and income, it’s important for investors to understand the risks involved and assess them based on their investment goals and risk tolerance.
After finalising a fund, investors can explore and invest in mutual funds through smallcase, which offers a platform to help discover and manage investments.
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Frequently Asked Questions on Edelweiss Mutual Funds
As of 26th November 2025, as per 5Y CAGR, some of the best Edelweiss MF include:
– Edelweiss Mid Cap Fund
– Edelweiss Small Cap Fund
– Edelweiss Large & Mid Cap Fund
– Edelweiss Flexi Cap Fund
– Edelweiss Aggressive Hybrid Fund
Disclaimer: Please note that the above list is for educational purposes only, and is not recommendatory.
Investing in any mutual fund, including Edelweiss Mutual Funds, comes with inherent risks, such as market risk, credit risk, and interest rate risk. It’s important to understand the risks associated with the specific fund you are considering.
Disclaimer: Please note that the above information is for educational purposes only, and is not recommendatory.
Edelweiss Mutual Fund offers a variety of schemes across different asset classes, including equity funds, debt funds, hybrid funds, and exchange-traded funds (ETFs). Each fund has its own investment strategy, risk profile, and return potential. You can choose from funds based on your risk appetite, financial goals, and investment horizon.
The minimum investment amount for most Edelweiss Mutual Fund schemes starts at ₹100 for SIP (Systematic Investment Plan). The exact minimum investment requirement may vary by scheme, so it’s important to check the specific fund’s details.
The Edelweiss Mid Cap Fund Direct Growth is an equity mutual fund that invests primarily in mid‑cap companies, which are companies that are not too small but also not as large as the biggest firms in the market. Being a Direct Plan means investors buy the fund directly from Edelweiss, without using a distributor or agent, typically resulting in lower fees.
The Edelweiss Small Cap Fund Direct Growth focuses on investing in small‑cap companies, which are smaller businesses with the potential for high growth, though they also come with higher risk. Direct Plan means you are investing directly through Edelweiss, which can lower the cost compared to a regular plan.
Edelweiss Wealth Management (EWM) is the wealth-management arm of the Edelweiss Group, catering to high-net-worth individuals (HNIs) and affluent clients. EWM offers a range of services, including portfolio management, investment advisory, private banking, and wealth structuring.
