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| Fund Name | NAV | Expense Ratio | 1Y | 3Y | 5Y | 10Y | Fund size (Cr.) |
|---|
| Mutual fund name | Edelweiss Mutual Fund |
| Asset management company name | Edelweiss Asset Management Limited |
| AMC Incorporation name | April 30, 2008 |
| Sponsor name | Edelweiss Financial Services Limited |
| Trustee organisation | Edelweiss Trusteeship Company Limited |
| Total AUM (as of end of lastquarter) | ₹195092 Cr |
AMC
The total assets under management (AUM) stood at around ₹195092Cr. and it offers schemes.
Edelweiss Mutual Fund schemes are regulated by SEBI, which mandates strict risk management, disclosures, diversification norms, and governance standards. While funds themselves are professionally managed and diversified, all mutual fund investments carry market risk — especially equity schemes — and returns are not guaranteed.
Each scheme has an expense ratio that covers management fees and operating costs. Direct plans have lower expense ratios than Regular plans because they exclude distributor commissions. The exact expense ratio varies by scheme and plan type and is disclosed in the scheme’s factsheet and offer documents.
Yes. You can invest in Edelweiss Mutual Fund schemes via Systematic Investment Plans (SIPs) or lump sum purchases, depending on your preference. Most open-ended schemes support both modes.
To invest in Edelweiss Mutual Fund, you must complete KYC (Know Your Customer) with the following documents:
PAN and KYC compliance are mandatory as per SEBI guidelines for investing in any mutual fund.
Yes, KYC can generally be completed online using digital Aadhaar eKYC or video KYC on platforms that support it. Verification typically takes a few hours to a few business days, depending on the platform and document checks.
You can use SIP calculators on Sharescart for each scheme.
To invest through Sharescart, please contact your RM. It usually takes less than 30 min to complete the purchase.
Yes. Sharescart supports SIP management, so you can start, stop, pause, or cancel SIPs for Edelweiss Mutual Fund schemes directly through the platform’s mutual funds dashboard.
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