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Top Edelweiss Mutual Funds - SIP Schemes, Performance, Returns 2025

As of 30th June 2025, Edelweiss Asset Management Limited manages approximately ₹1.52 lakh cr in assets under management (AUM), reflecting a compound annual growth rate (CAGR) of 44% over the past five years. The company has expanded its investor base to over 25 lakh folios.

Top Edelweiss Mutual Funds in 2025

Top Edelweiss Mutual Funds in India (2025)

Here's the list of top Edelweiss mutual funds across equity, debt, hybrid funds offered by Edelweiss Asset Management Ltd.

Created by

@82600328260032

Showing 1 - 20 of 54 results

last updated at 11:00 PM IST 
NameMFs (54)Sub CategorySub CategoryPlanPlanAUMAUMAMCAMCNAVNAVAbsolute Returns - 3MAbsolute Ret. - 3MAbsolute Returns - 1YAbsolute Ret. - 1YCAGR 3YCAGR 3YExpense RatioExpense RatioExit LoadExit LoadVolatilityVolatilitySharpe RatioSharpe Ratio
1.Edelweiss Arbitrage Fund
Edelweiss Arbitrage Fund
Arbitrage Fund
Arbitrage Fund
Growth
Growth
16,687.08
16,687.08
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited
1.47
1.47
7.06
7.06
7.88
7.88
0.39
0.39
0.25
0.25
0.82
0.82
3.52
3.52
2.Edelweiss Balanced Advantage Fund
Edelweiss Balanced Advantage Fund
Dynamic Asset Allocation Fund
Dynamic Asset Allocation Fund
Growth
Growth
12,899.19
12,899.19
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited
4.40
4.40
8.80
8.80
13.65
13.65
0.53
0.53
1.00
1.00
8.63
8.63
0.56
0.56
3.Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Mid Cap Fund
Mid Cap Fund
Growth
Growth
12,646.93
12,646.93
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited
5.09
5.09
11.09
11.09
26.68
26.68
0.40
0.40
1.00
1.00
16.70
16.70
0.46
0.46
4.Edelweiss Liquid Fund
Edelweiss Liquid Fund
Liquid Fund
Liquid Fund
Growth
Growth
10,620.71
10,620.71
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited
1.48
1.48
6.78
6.78
7.13
7.13
0.10
0.10
0.01
0.01
0.11
0.11
3.42
3.42
5.BHARAT Bond FOF - April 2030
BHARAT Bond FOF - April 2030
FoFs (Domestic) - Debt Oriented
FoFs (Domestic) - Debt Oriented
Growth
Growth
9,647.39
9,647.39
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited
1.99
1.99
9.02
9.02
8.43
8.43
0.08
0.08
0.10
0.10
2.36
2.36
2.04
2.04
6.Edelweiss Nifty PSU Bond Plus SDL Apr 2026 50:50 Index Fund
Edelweiss Nifty PSU Bond Plus SDL Apr 2026 50:50 Index Fund
Index Funds - Debt Oriented
Index Funds - Debt Oriented
Growth
Growth
7,031.52
7,031.52
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited
1.45
1.45
7.38
7.38
7.44
7.44
0.24
0.24
0.10
0.10
0.41
0.41
8.09
8.09
7.Edelweiss Small Cap Fund
Edelweiss Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
5,057.26
5,057.26
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited
3.25
3.25
4.92
4.92
22.22
22.22
0.43
0.43
1.00
1.00
16.60
16.60
0.12
0.12
8.BHARAT Bond FOF - April 2031
BHARAT Bond FOF - April 2031
FoFs (Domestic) - Debt Oriented
FoFs (Domestic) - Debt Oriented
Growth
Growth
4,721.85
4,721.85
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited
1.70
1.70
8.89
8.89
8.52
8.52
0.08
0.08
0.10
0.10
2.62
2.62
1.77
1.77
9.BHARAT Bond ETF FOF - April 2032
BHARAT Bond ETF FOF - April 2032
FoFs (Domestic) - Debt Oriented
FoFs (Domestic) - Debt Oriented
Growth
Growth
4,517.43
4,517.43
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited
1.83
1.83
8.68
8.68
8.36
8.36
0.08
0.08
0.10
0.10
3.34
3.34
1.37
1.37
10.Edelweiss Large & Mid Cap Fund
Edelweiss Large & Mid Cap Fund
Large & Mid Cap Fund
Large & Mid Cap Fund
Growth
Growth
4,346.62
4,346.62
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited
4.92
4.92
8.18
8.18
19.35
19.35
0.42
0.42
1.00
1.00
15.00
15.00
0.31
0.31
11.Edelweiss US Technology Equity FOF
Edelweiss US Technology Equity FOF
FoFs (Overseas)
FoFs (Overseas)
Growth
Growth
3,866.30
3,866.30
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited
7.59
7.59
24.41
24.41
36.91
36.91
1.51
1.51
1.00
1.00
29.52
29.52
0.89
0.89
12.Edelweiss Aggressive Hybrid Fund
Edelweiss Aggressive Hybrid Fund
Aggressive Hybrid Fund
Aggressive Hybrid Fund
Growth
Growth
3,316.79
3,316.79
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited
3.71
3.71
11.13
11.13
18.83
18.83
0.38
0.38
1.00
1.00
9.85
9.85
0.72
0.72
13.Edelweiss Flexi Cap Fund
Edelweiss Flexi Cap Fund
Flexi Cap Fund
Flexi Cap Fund
Growth
Growth
3,005.52
3,005.52
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited
5.98
5.98
8.64
8.64
20.22
20.22
0.44
0.44
1.00
1.00
13.86
13.86
0.37
0.37
14.Edelweiss Multi Cap Fund
Edelweiss Multi Cap Fund
Multi Cap Fund
Multi Cap Fund
Growth
Growth
2,940.02
2,940.02
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited
5.05
5.05
6.98
6.98
-
-
0.41
0.41
1.00
1.00
14.84
14.84
0.25
0.25
15.Edelweiss Greater China Equity Off-shore Fund
Edelweiss Greater China Equity Off-shore Fund
FoFs (Overseas)
FoFs (Overseas)
Growth
Growth
2,534.28
2,534.28
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited
11.41
11.41
40.04
40.04
18.17
18.17
1.52
1.52
1.00
1.00
22.61
22.61
1.54
1.54
16.Edelweiss Multi Asset Allocation Fund
Edelweiss Multi Asset Allocation Fund
Multi Asset Allocation Fund
Multi Asset Allocation Fund
Growth
Growth
2,416.61
2,416.61
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited
1.51
1.51
7.95
7.95
-
-
0.40
0.40
0.10
0.10
0.87
0.87
4.38
4.38
17.Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund
Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund
Index Funds - Debt Oriented
Index Funds - Debt Oriented
Growth
Growth
2,279.04
2,279.04
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited
1.54
1.54
8.05
8.05
7.78
7.78
0.23
0.23
0.15
0.15
0.75
0.75
5.23
5.23
18.BHARAT Bond ETF FOF - April 2033
BHARAT Bond ETF FOF - April 2033
FoFs (Domestic) - Debt Oriented
FoFs (Domestic) - Debt Oriented
Growth
Growth
2,254.56
2,254.56
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited
1.77
1.77
8.51
8.51
-
-
0.09
0.09
0.10
0.10
2.23
2.23
2.02
2.02
19.Edelweiss Business Cycle Fund
Edelweiss Business Cycle Fund
Thematic Fund
Thematic Fund
Growth
Growth
1,749.73
1,749.73
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited
2.94
2.94
1.72
1.72
-
-
0.48
0.48
1.00
1.00
16.07
16.07
-0.09
-0.09
20.Edelweiss Money Market Fund
Edelweiss Money Market Fund
Money Market Fund
Money Market Fund
Growth
Growth
1,663.56
1,663.56
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited
1.51
1.51
7.63
7.63
7.51
7.51
0.16
0.16
-
-
0.42
0.42
8.40
8.40

Disclaimer: Please note that the above table is for informational 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.

Selection criteria: AMC: Edelweiss Asset Management Limited | AUM: Sorted from Highest to Lowest

What are Edelweiss Mutual Funds?

Edelweiss Mutual Funds are investment schemes managed by Edelweiss Asset Management Limited, one of India’s rapidly growing asset management companies. These funds pool money from individual and institutional investors to invest across a variety of asset classes, depending on the fund's type and objectives.

Each Edelweiss Mutual Fund is managed by a team of experienced fund managers who aim to generate returns in line with the fund’s stated goals, whether it’s capital growth, income generation, or wealth preservation. The funds cater to different investor needs and risk profiles, offering a wide range of options for those looking to diversify their portfolios.

Key Information About Edelweiss Asset Management Limited

Here are the key details about Edelweiss Asset Management Limited-

Category Details
Established 2008
AMC Name Edelweiss Asset Management Limited
Headquarters Mumbai, Maharashtra
Paid-up Capital ₹72.22 cr as of 31st March, 2025
Net Worth Data not publicly disclosed
Assets Under Management ₹1.50 lakh cr (₹1.5 tn) as of May, 2025
Equity Shareholding - Edelweiss Financial Services Ltd (Sponsor): Majority Stake- Public Shareholders: Minority Stake
Managing Director & CEO Ms. Radhika Gupta
Number of Schemes 55 schemes as of 2025
Unique Investors Over 25 lakh investors as of May, 2025
Distribution Network - Operates digitally with a pan-India reach through online channels- Branch presence at 11 locations across India

Types of Funds Offered by Edelweiss Asset Management Limited

Edelweiss Equity Funds

Edelweiss offers 27 equity funds that invest primarily in stocks across different market capitalisations and sectors. These actively managed equity funds include options across large-cap, mid-cap, small-cap, and multi-cap categories to suit different risk appetites.

Edelweiss Index Funds and ETFs

Edelweiss has built a strong passive investment platform with multiple index funds and ETFs. The company was the first in India to launch a passive debt fund, the Bharat Bond ETF, and was also the first to introduce MSCI, a leading global index provider, to the Indian market. Their equity index offerings include funds tracking the Nifty 50, Nifty 100 Quality 30, and Nifty Large Midcap 250 indices.

Edelweiss Debt Funds

Edelweiss manages 22 debt funds that focus on fixed-income securities like government bonds, corporate bonds, and money market instruments. The debt fund range includes liquid funds for short-term parking of funds, dynamic bond funds, and innovative target maturity index funds.

Edelweiss Hybrid Funds

Edelweiss offers 5 hybrid funds that combine equity and debt investments in varying proportions. These funds are designed for investors who want diversification across asset classes without having to manage separate investments in equity and debt.

Edelweiss Fund of Funds (FoFs)

Edelweiss provides international exposure through fund of funds that invest in overseas markets. The Edelweiss US Technology Equity FoF invests in US technology companies, providing Indian investors access to global tech giants. Other international FoFs include the US Value Equity Offshore Fund and Europe Dynamic Equity Offshore Fund.

Overview Top Edelweiss Mutual Fund Schemes

Edelweiss Arbitrage Fund

Edelweiss Arbitrage Fund is an open-ended arbitrage scheme that seeks to generate returns by exploiting price differentials between cash and derivative markets. The fund takes simultaneous buy-sell positions in equity and equity derivatives to capture low-risk arbitrage opportunities.

Edelweiss Balanced Advantage Fund

Edelweiss Balanced Advantage Fund is a dynamic asset allocation fund that adjusts its equity and debt mix based on market valuations and conditions. The fund manager actively rebalances the portfolio between equity, debt, and arbitrage positions to manage risk while seeking capital appreciation.

Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund is an open-ended equity scheme investing predominantly in mid-cap stocks. The fund focuses on stocks ranked between 101st and 250th by market capitalisation. It seeks long-term capital growth by investing in businesses with potential for expansion and value creation within the mid-cap segment of Indian equity markets.

Edelweiss Liquid Fund

Edelweiss Liquid Fund is a liquid fund investing in money market instruments and debt securities with maturities up to 91 days. The scheme aims to provide liquidity with reasonable returns while maintaining high credit quality. It typically invests in treasury bills, commercial papers, certificates of deposit, and similar short-term instruments.

Edelweiss Nifty PSU Bond Plus SDL Apr 2026 50:50 Index Fund

Edelweiss Nifty PSU Bond Plus SDL Apr 2026 50:50 Index Fund is a target maturity index fund tracking bonds of public sector undertakings and state development loans maturing around April 2026. The portfolio maintains equal weightage between PSU bonds and SDLs.

How to Invest in Edelweiss Mutual Funds?

Here’s how you can identify and invest in top Edelweiss Mutual Funds with Tickertape Mutual Fund Screener -

  1. Launch Tickertape Mutual Fund Screener.
  2. Add a filter “AMC” and select “Edelweiss Asset Management Private Limited”.
  3. Sort out the top Edelweiss mutual funds based on over 50 fundamental and technical filters.
  4. After identifying the Edelweiss mutual funds that align with your investment thesis, click on “Place Order” to invest in the Edelweiss mutual funds.

With Tickertape Mutual Fund Screener, you can invest ‘lumpsum’ or start a ‘SIP’ in Edelweiss mutual funds. Moreover, by connecting your portfolio , you can do a deep analysis of your portfolio and assess its performance.

Top Edelweiss Mutual Funds Managers

Radhika Gupta

Radhika Gupta leads Edelweiss Mutual Fund as its MD and CEO. She has been instrumental in transforming the fund house into one of India's fastest-growing asset management companies. Before joining Edelweiss, she worked with global firms including Microsoft, McKinsey & Company, and AQR Capital Management.

Trideep Bhattacharya

Trideep Bhattacharya serves as the Chief Investment Officer for Equities at Edelweiss. He joined the firm in September 2021 and brings over two decades of experience in equity investing across Indian and global markets. Before Edelweiss, he built the PMS business at Axis AMC as Senior Portfolio Manager. He has also worked with State Street Global Advisors and UBS Global Asset Management in London.

Dhawal Dalal

Dhawal Dalal is the President and Chief Investment Officer for Fixed Income at Edelweiss Asset Management, a position he has held since October 2016. With over two decades of experience, he manages the entire fixed income portfolio and oversees the debt investment team. Prior to joining Edelweiss, he spent 18 years at DSP BlackRock Mutual Fund (now DSP Investment Managers), where he served as Executive Vice President and Head of Fixed Income.

Bhavesh Jain

Bhavesh Jain is Co-head of Factor Investing at Edelweiss AMC. He manages several quantitative and systematic investment strategies, including arbitrage funds. He has extensive experience in equity and derivative market dealing and has been associated with Edelweiss for several years, progressing from associate roles to fund management positions.

Bharat Lahoti

Bharat Lahoti serves as Co-head of Factor Investing alongside Bhavesh Jain. Before joining Edelweiss, he worked with major investment banks and asset management companies, including DE Shaw Group as a Senior Manager. He holds a Master in Management Studies (MMS) in Finance from N.L. Dalmia Institute and a BE in Electronics and Telecom from Mumbai University.

Risks Associated with Edelweiss Mutual Funds

Market and Liquidity Risks

Edelweiss Mutual Funds, like all mutual funds, are subject to market fluctuations, which can lead to changes in the value of investments. Factors such as economic conditions, interest rates, and political events can impact the performance of the underlying securities in a fund's portfolio.

Credit and Interest Rate Risks

Investments in debt instruments within Edelweiss Mutual Funds carry the risk of issuer default. If the issuer fails to meet its obligations, the fund may incur losses. Moreover, interest rate changes can affect the value of debt securities. Typically, when interest rates rise, the value of existing bonds falls, and vice versa, potentially impacting the performance of debt-focused funds.

Operational and Regulatory Risks

Investors rely on the operational efficiency of the fund house. Technical issues or system outages can disrupt transactions and affect investment activities. Furthermore, changes in regulations governing mutual funds can impact their operations and performance. Investors should be aware of potential regulatory shifts that may affect their investments.

Fund-Specific Risks

Each mutual fund has its own set of risks based on its investment strategy and asset allocation. For instance, equity-focused funds may experience higher volatility, while debt funds might be influenced by interest rate changes. It's essential to understand the specific risks associated with the fund you're investing in.

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Factors to Consider Before Investing in Edelweiss Mutual Funds

Investment Objectives and Risk Profiling

Clearly define your investment goals, such as saving for retirement, purchasing a home, or funding education. Your objectives will influence the type of mutual funds suitable for your portfolio. Additionally, assess your comfort level with market fluctuations.

Time Horizon and Fund Selection

Determine your investment horizon, the length of time you plan to hold your investments. Longer horizons may allow for greater risk-taking, while shorter horizons may necessitate more conservative investments. You can also review the historical performance of the mutual funds you're considering.

Cost Structure and Tax Implications

Understand the costs associated with the fund, including management fees and other expenses. Lower expense ratios can contribute to better net returns over time. Consider the tax treatment of the mutual funds, as different funds may have varying tax liabilities. Be aware of capital gains taxes and other tax considerations that may affect your returns.

Diversification and Exit Strategy

Ensure that your investment portfolio is diversified to spread risk. Investing in a mix of asset classes and sectors can help mitigate potential losses. Have a clear plan for when and how you'll exit your investments. This includes understanding any exit loads or penalties for early withdrawal and aligning your exit strategy with your financial goals.

Documents Required to Invest in Zerodha Mutual Funds

Getting started with Zerodha Mutual Funds is straightforward. You'll need to keep these documents handy:

  1. Your PAN Card
  2. Aadhaar Card for identity verification
  3. Address proof: this could be your Passport, Voter ID, or Driving License
  4. A filled KYC form (these are available for both individual and non-individual investors)
  5. Your bank account information to link with your investments

It's worth checking Zerodha's official AMC website for any updated requirements before you begin.



Conclusion

Edelweiss Mutual Funds offers a broad spectrum of investment options, from equity and hybrid funds to debt and international funds, catering to different risk profiles and financial goals. You can visit the Tickertape Mutual Fund Screener to explore and compare all Edelweiss Mutual Fund schemes, using the 50+ filters available and real-time updates.

Frequently Asked Questions About Edelweiss Mutual Funds

  1. How to start an Edelweiss mutual fund SIP online?

    Here’s how you can start a SIP in Edelweiss mutual funds,

    1. Launch Tickertape Mutual Fund Screener.
    2. Select the Edelweiss Mutual Funds that align with your investment goals.
    3. Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK”

    Your order will be placed.

  2. How to calculate Edelweiss mutual fund returns?

    Here’s how you can calculate returns on your Edelweiss mutual fund investment -
    Absolute Return = ((Current NAV - Initial NAV) / Initial NAV) * 100

    With this formula, you can measure how much your investment has grown in total. Moreover, you can also use Tickertape Mutual Fund Screener to get the latest data on the Edelweiss mutual funds’ performance.

  3. Does Edelweiss offer tax-free mutual fund schemes?

    Edelweiss offers tax-saving options, particularly through its Equity Linked Savings Scheme (ELSS). While the returns are subject to long-term capital gains tax, these funds allow investors to claim tax deductions under Section 80C of the Income Tax Act.

    Disclaimer: You can check the latest information about Edelweiss ELSS funds on Tickertape Mutual Fund Screener.

  4. How to cancel/stop an Edelweiss mutual fund SIP?

    To cancel the Edelweiss mutual funds SIP, please refer to the official website.

    Disclaimer: Please do your own research or consult your financial advisor before making a financial decision.

  5. How to withdraw money from Edelweiss mutual funds?

    Here’s how to withdraw/redeem from Edelweiss mutual funds on Tickertape Mutual Fund Screener -

    1. Step 1 - Select the Edelweiss mutual funds you want to redeem
    2. Step 2 - It will automatically redirect you to smallcase app. There you’ve to login to your smallcase account using your registered email or broker login.
    3. Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar.
    4. Step 4 - Find the Edelweiss mutual funds you want to withdraw under “Mutual Funds” section (or “My Investments”),
    5. Step 5 - Tap on the mutual fund

  6. What are the redemption charges of Edelweiss mutual funds?

    Edelweiss mutual funds do not levy any redemption charges. However, an exit load may apply if units are redeemed within a specified period from the date of investment. You can check the latest specific scheme details for charges on the Tickertape Mutual Fund Screener.

  7. Which are the top-performing Edelweiss mutual funds?

    Here are the top Edelweiss mutual funds based on their 5Y CAGR:

    1. Edelweiss Mid Cap Fund
    2. Edelweiss Small Cap Fund
    3. Edelweiss Flexi Cap Fund
    4. Edelweiss Large & Mid Cap Fund
    5. Edelweiss Aggressive Hybrid Fund

    Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

  8. How to increase the SIP amount in Edelweiss mutual funds?

    You can do it from your broker account or from the Edelweiss mutual fund official website.

  9. How to choose the best Edelweiss mutual funds before investing?

    Here’s how to choose the best Edelweiss mutual funds for investing -

    1. Assess your risk tolerance.
    2. Analyse the fund’s performance on Tickertape Mutual Fund Screener.
    3. Compare the expense ratio.
    4. Evaluate portfolio diversification across sectors, market c=aps, and asset classes.
    5. Understand tax implications as equity and debt funds are taxed differently.
    6. Check for exit load and lock-in period.


    Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.