Edelweiss Mutual Fund

The following are the different kinds of mutual funds offered by Edelweiss:

• Equity Funds
• Fixed Income Funds
• Exchange Traded Schemes
• International Funds

The following are the equity funds offered by Edelweiss Mutual Fund:

• Edelweiss Arbitrage FundFund TypeOpen-ended schemeEntry LoadN/AExit LoadBenchmarkNifty 50 Arbitrage IndexFund ManagerBhavesh Jain for Equity, and Dhawal Dalal for DebtRisk FactorModerately lowInvestment Objective of Edelweiss Arbitrage FundThe investment objective of Edelweiss Arbitrage Fund is to generate income via investment mainly in arbitrage opportunities in the derivative and cash segments of the equity markets as well as the arbitrage opportunities in the derivative segment. It also aims at generating income via investment partly in money market and debt instruments.Who is Edelweiss Arbitrage Fund for?Edelweiss Arbitrage Fund is ideal for investors who want income via investment in arbitrage opportunities.
  • In case of the switching-out or redemption of units on or prior to 30 days from the date on which they were allotted, an exit load of 0.25% will be applicable
  • In case of switching-out or redemption of units after 30 days from the date on which it was allotted, there will be no exit load
• Edelweiss Balanced Advantage FundFund TypeOpen-ended dynamic asset allocation fundEntry LoadN/AExit LoadBenchmarkNifty 50 Total Return Index (60%) and CRISIL Composite Bond Fund Index (40%)Fund ManagerBhavesh Jain for Equity, and Gautam Kaul for DebtRisk FactorModerately highInvestment Objective of Edelweiss Balanced Advantage FundThe investment objective of Edelweiss Balanced Advantage Fund is to generate returns with low volatility over a long period of time via investment partly in arbitrage opportunities as well as money market and debt instruments, and partly in equity and equity-related instruments.Who is Edelweiss Balanced Advantage Fund for?Edelweiss Balanced Advantage Fund is a good option for investors who wish to create wealth over the long term while ensuring that their capital is protected from erosion in the medium term.
  • The redemption of 10% of the units allotted will not attract any exit load even if it is done before the completion of a year from the date of allotment. Redemption of more units than the specified limit before the completion of a year from the date of allotment will attract an exit load of 1%.
  • In case of units that are switched-out or redeemed after the completion of a year from the date of allotment, there will be no exit load.
• Edelweiss Large Cap FundFund TypeOpen-ended equity schemeEntry LoadN/AExit LoadBenchmarkNifty 50 Total Return IndexFund ManagerBharat LahotiRisk FactorModerately highInvestment Objective of Edelweiss Large Cap FundThe investment objective of Edelweiss Large Cap Fund is to generate capital appreciation in the long term via investment mainly in stocks of large cap companies. To generate income, the fund invests in a portfolio mainly comprising equity and equity-related instruments of the 100 biggest companies by market capitalisations, listed in India.Who is Edelweiss Large Cap Fund for?Edelweiss Large Cap Fund is suitable for those who want to create long-term wealth via investment mainly in equity and equity-related instruments of the 100 biggest companies in India.
  • In case of switch-out or redemption of units on or prior to a year from the date of allotment, an exit load of 1% will be applicable
  • In case of switch-out or redemption of units on or after a year from the date of allotment, there will be no exit load
• Edelweiss Long-Term Equity Fund (Tax Savings)Fund TypeOpen-ended equity-linked saving schemeEntry LoadN/AExit LoadNilBenchmarkNifty 500 Total Return IndexFund ManagerHarshad PatwardhanRisk FactorModerately highInvestment Objective of Edelweiss Long-Term Equity FundThe investment objective of Edelweiss Long-Term Equity Fund is to generate capital appreciation in the long term via investment mainly in equity and equity-related securities across market capitalisations. It has a statutory three-year lock-in period and offers tax benefits under Section 80C of the Income Tax Act, 1961. Periodic payouts are also offered by the fund upon the completion of the lock-in period.Who is Edelweiss Long-Term Equity Fund for?Edelweiss Long-Term Equity Fund is a good option for investors who want to create wealth in the long term via investment in equity and equity-related instruments that come with a three-year lock-in period.
• The following are the equity funds offered by Edelweiss Mutual Fund:
  • Edelweiss Arbitrage FundFund TypeOpen-ended schemeEntry LoadN/AExit LoadBenchmarkNifty 50 Arbitrage IndexFund ManagerBhavesh Jain for Equity, and Dhawal Dalal for DebtRisk FactorModerately lowInvestment Objective of Edelweiss Arbitrage FundThe investment objective of Edelweiss Arbitrage Fund is to generate income via investment mainly in arbitrage opportunities in the derivative and cash segments of the equity markets as well as the arbitrage opportunities in the derivative segment. It also aims at generating income via investment partly in money market and debt instruments.Who is Edelweiss Arbitrage Fund for?Edelweiss Arbitrage Fund is ideal for investors who want income via investment in arbitrage opportunities.
    • In case of the switching-out or redemption of units on or prior to 30 days from the date on which they were allotted, an exit load of 0.25% will be applicable
    • In case of switching-out or redemption of units after 30 days from the date on which it was allotted, there will be no exit load
  • Edelweiss Balanced Advantage FundFund TypeOpen-ended dynamic asset allocation fundEntry LoadN/AExit LoadBenchmarkNifty 50 Total Return Index (60%) and CRISIL Composite Bond Fund Index (40%)Fund ManagerBhavesh Jain for Equity, and Gautam Kaul for DebtRisk FactorModerately highInvestment Objective of Edelweiss Balanced Advantage FundThe investment objective of Edelweiss Balanced Advantage Fund is to generate returns with low volatility over a long period of time via investment partly in arbitrage opportunities as well as money market and debt instruments, and partly in equity and equity-related instruments.Who is Edelweiss Balanced Advantage Fund for?Edelweiss Balanced Advantage Fund is a good option for investors who wish to create wealth over the long term while ensuring that their capital is protected from erosion in the medium term.
    • The redemption of 10% of the units allotted will not attract any exit load even if it is done before the completion of a year from the date of allotment. Redemption of more units than the specified limit before the completion of a year from the date of allotment will attract an exit load of 1%.
    • In case of units that are switched-out or redeemed after the completion of a year from the date of allotment, there will be no exit load.
  • Edelweiss Large Cap FundFund TypeOpen-ended equity schemeEntry LoadN/AExit LoadBenchmarkNifty 50 Total Return IndexFund ManagerBharat LahotiRisk FactorModerately highInvestment Objective of Edelweiss Large Cap FundThe investment objective of Edelweiss Large Cap Fund is to generate capital appreciation in the long term via investment mainly in stocks of large cap companies. To generate income, the fund invests in a portfolio mainly comprising equity and equity-related instruments of the 100 biggest companies by market capitalisations, listed in India.Who is Edelweiss Large Cap Fund for?Edelweiss Large Cap Fund is suitable for those who want to create long-term wealth via investment mainly in equity and equity-related instruments of the 100 biggest companies in India.
    • In case of switch-out or redemption of units on or prior to a year from the date of allotment, an exit load of 1% will be applicable
    • In case of switch-out or redemption of units on or after a year from the date of allotment, there will be no exit load
  • Edelweiss Long-Term Equity Fund (Tax Savings)Fund TypeOpen-ended equity-linked saving schemeEntry LoadN/AExit LoadNilBenchmarkNifty 500 Total Return IndexFund ManagerHarshad PatwardhanRisk FactorModerately highInvestment Objective of Edelweiss Long-Term Equity FundThe investment objective of Edelweiss Long-Term Equity Fund is to generate capital appreciation in the long term via investment mainly in equity and equity-related securities across market capitalisations. It has a statutory three-year lock-in period and offers tax benefits under Section 80C of the Income Tax Act, 1961. Periodic payouts are also offered by the fund upon the completion of the lock-in period.Who is Edelweiss Long-Term Equity Fund for?Edelweiss Long-Term Equity Fund is a good option for investors who want to create wealth in the long term via investment in equity and equity-related instruments that come with a three-year lock-in period.
  • Edelweiss Multi-Asset Allocation FundFund TypeOpen-ended schemeEntry LoadN/AExit LoadNilBenchmarkNifty 50 Total Return Index (50%) and CRISIL Liquid Fund Index (50%)Fund ManagerBharat Lahoti for Equity and Gautam Kaul for DebtRisk FactorModerately highInvestment Objective of Edelweiss Multi-Asset Allocation FundThe investment objective of Edelweiss Multi-Asset Allocation Fund is to generate capital appreciation via investment in a diversified portfolio comprising equity and equity-related instruments, gold ETFs, and fixed income instruments.Who is Edelweiss Multi-Asset Allocation Fund for?Edelweiss Multi-Asset Allocation Fund is ideal for investors who want to create wealth in the long term by making investments in debt, gold, and equity and equity-related instruments.
  • Edelweiss Large & Mid Cap FundFund TypeOpen-ended equity schemeEntry LoadN/AExit LoadBenchmarkS&P BSE 200 Total Return IndexFund ManagerHarshad PatwardhanRisk FactorModerately highInvestment Objective of Edelweiss Large & Mid Cap FundThe investment objective of Edelweiss Large & Mid Cap Fund is to generate capital appreciation in the long term via investment in a diversified portfolio consisting mainly of equity and equity-related instruments of large cap and mid cap companies.Who is Edelweiss Large & Mid Cap Fund for?Edelweiss Large & Mid Cap Fund is suitable for those who want capital appreciation in the long term by investing mainly in equity and equity-related instruments of mid cap and large cap companies.
    • In case of the redemption of units within a year from the date on which they were allotted, an exit load of 1% will be applicable for purchases made apart from through SIP; and in case of redemption of units within a year from the date of allotment of units of each instalment of purchases made through SIP
    • In case of the redemption of units after a year from the date on which they were allotted, no exit load will be charged for purchases made apart from through SIP; and in case of redemption of units within a year from the date of allotment of units of each instalment of purchases made through SIP
  • Edelweiss Equity Savings FundFund TypeOpen-ended schemeEntry LoadN/AExit LoadBenchmarkCRISIL Liquid Fund Index (70%) and Nifty 50 Total Return Index (30%)Fund ManagerBharat Lahoti and Hiten Shah for Equity and Dhawal Dalal for DebtRisk FactorModerately highInvestment Objective of Edelweiss Equity Savings FundThe investment objective of Edelweiss Equity Savings Fund is to generate capital appreciation as well as provide income distribution via investment in equity and equity-related securities, money market and debt instruments, and arbitrage opportunities.Who is Edelweiss Equity Savings Fund for?Edelweiss Equity Savings Fund is a good option for investors who want income via investment in arbitrage opportunities and money market and debt instruments, and capital appreciation in the long term via investment in equity and equity-related securities.
    • In case of the redemption of 5% of the units on or prior to the completion of six months from the date on which they were allotted, there will be no exit load
    • In case of switch-outs or redemption of units on or prior to the completion of six months from the date on which they were allotted, an exit load of 1% will be applicable for redemptions or switch-outs in excess of 5% of the total units
    • In case of switch-outs or redemption of units after six months from the date on which they were allotted, there will be no exit load
  • Edelweiss Mid Cap FundFund TypeOpen-ended equity schemeEntry LoadN/AExit LoadBenchmarkNifty Midcap 100 Total Return IndexFund ManagerHarshad PatwardhanRisk FactorHighInvestment Objective of Edelweiss Mid Cap FundThe investment objective of Edelweiss Mid Cap Fund is to generate capital growth in the long term via investment in a portfolio that mainly consists of equity and equity-related instruments of mid cap companies.Who is Edelweiss Mid Cap Fund for?Edelweiss Mid Cap Fund is suitable for investors who want capital appreciation in the long term by investing mainly in equity and equity-related instruments of mid cap companies.
    • In case of the redemption of units within a year from the date on which they were allotted, an exit load of 1% will be applicable for purchases made apart from through SIP; and 1% in case of redemption of units within a year from the date of allotment of units of each instalment of purchases made through SIP
    • In case of the redemption of units after a year from the date on which they were allotted, there will be no exit load for purchases made apart from through SIP; and in case of redemption of units within a year from the date of allotment of units of each instalment of purchases made through SIP
  • Edelweiss Multi-Cap FundFund TypeOpen-ended equity schemeEntry LoadN/AExit LoadBenchmarkNifty 500 Total Return IndexFund ManagerHarshad PatwardhanRisk FactorModerately highInvestment Objective of Edelweiss Multi-Cap FundThe investment objective of Edelweiss Multi-Cap Fund is to generate capital appreciation in the long term via investment in a diversified portfolio consisting equity and equity-related instruments of companies across different market capitalisations.Who is Edelweiss Multi-Cap Fund for?Edelweiss Multi-Cap Fund is a good option for investors who want capital appreciation in the long term by investing in equity and equity-related instruments of companies across different market capitalisations.
    • In case of the redemption of units within a year from the date on which they were allotted, an exit load of 1% will be applicable for purchases made apart from through SIP; and 1% in case of redemption of units within a year from the date of allotment of units of each instalment of purchases made through SIP
    • In case of the redemption of units after a year from the date on which they were allotted, there will be no exit load
  • Edelweiss Tax Advantage FundFund TypeOpen-ended equity-linked saving schemeEntry LoadN/AExit LoadNilBenchmarkS&P BSE 200 Total Return IndexFund ManagerHarshad PatwardhanRisk FactorModerately highInvestment Objective of Edelweiss Tax Advantage FundThe investment objective of Edelweiss Tax Advantage Fund is to generate income along with capital appreciation in the long term via investment in a diversified portfolio that mainly consists of equity and equity-related instruments. It comes with a statutory three-year lock-in period and offers tax benefits under Section 80C of the Income Tax Act, 1961.Who is Edelweiss Tax Advantage Fund for?Edelweiss Tax Advantage Fund is ideal for investors who want capital growth in the long term along with tax benefits by investing mainly in equity and equity-related instruments.

  -ended schemeEntry LoadN/AExit LoadNilBenchmarkNifty 50 Total Return Index (50%) and CRISIL Liquid Fund Index (50%)Fund ManagerBharat Lahoti for Equity and Gautam Kaul for DebtRisk FactorModerately highInvestment Objective of Edelweiss Multi-Asset Allocation FundThe investment objective of Edelweiss Multi-Asset Allocation Fund is to generate capital appreciation via investment in a diversified portfolio comprising equity and equity-related instruments, gold ETFs, and fixed income instruments.Who is Edelweiss Multi-Asset Allocation Fund for?Edelweiss Multi-Asset Allocation Fund is ideal for investors who want to create wealth in the long term by making investments in debt, gold, and equity and equity-related instruments.

• Edelweiss Large & Mid Cap FundFund TypeOpen-ended equity schemeEntry LoadN/AExit LoadBenchmarkS&P BSE 200 Total Return IndexFund ManagerHarshad PatwardhanRisk FactorModerately highInvestment Objective of Edelweiss Large & Mid Cap FundThe investment objective of Edelweiss Large & Mid Cap Fund is to generate capital appreciation in the long term via investment in a diversified portfolio consisting mainly of equity and equity-related instruments of large cap and mid cap companies.Who is Edelweiss Large & Mid Cap Fund for?Edelweiss Large & Mid Cap Fund is suitable for those who want capital appreciation in the long term by investing mainly in equity and equity-related instruments of mid cap and large cap companies.
  • In case of the redemption of units within a year from the date on which they were allotted, an exit load of 1% will be applicable for purchases made apart from through SIP; and in case of redemption of units within a year from the date of allotment of units of each instalment of purchases made through SIP
  • In case of the redemption of units after a year from the date on which they were allotted, no exit load will be charged for purchases made apart from through SIP; and in case of redemption of units within a year from the date of allotment of units of each instalment of purchases made through SIP
• Edelweiss Equity Savings FundFund TypeOpen-ended schemeEntry LoadN/AExit LoadBenchmarkCRISIL Liquid Fund Index (70%) and Nifty 50 Total Return Index (30%)Fund ManagerBharat Lahoti and Hiten Shah for Equity and Dhawal Dalal for DebtRisk FactorModerately highInvestment Objective of Edelweiss Equity Savings FundThe investment objective of Edelweiss Equity Savings Fund is to generate capital appreciation as well as provide income distribution via investment in equity and equity-related securities, money market and debt instruments, and arbitrage opportunities.Who is Edelweiss Equity Savings Fund for?Edelweiss Equity Savings Fund is a good option for investors who want income via investment in arbitrage opportunities and money market and debt instruments, and capital appreciation in the long term via investment in equity and equity-related securities.
  • In case of the redemption of 5% of the units on or prior to the completion of six months from the date on which they were allotted, there will be no exit load
  • In case of switch-outs or redemption of units on or prior to the completion of six months from the date on which they were allotted, an exit load of 1% will be applicable for redemptions or switch-outs in excess of 5% of the total units
  • In case of switch-outs or redemption of units after six months from the date on which they were allotted, there will be no exit load
• Edelweiss Mid Cap FundFund TypeOpen-ended equity schemeEntry LoadN/AExit LoadBenchmarkNifty Midcap 100 Total Return IndexFund ManagerHarshad PatwardhanRisk FactorHighInvestment Objective of Edelweiss Mid Cap FundThe investment objective of Edelweiss Mid Cap Fund is to generate capital growth in the long term via investment in a portfolio that mainly consists of equity and equity-related instruments of mid cap companies.Who is Edelweiss Mid Cap Fund for?Edelweiss Mid Cap Fund is suitable for investors who want capital appreciation in the long term by investing mainly in equity and equity-related instruments of mid cap companies.
  • In case of the redemption of units within a year from the date on which they were allotted, an exit load of 1% will be applicable for purchases made apart from through SIP; and 1% in case of redemption of units within a year from the date of allotment of units of each instalment of purchases made through SIP
  • In case of the redemption of units after a year from the date on which they were allotted, there will be no exit load for purchases made apart from through SIP; and in case of redemption of units within a year from the date of allotment of units of each instalment of purchases made through SIP
• Edelweiss Multi-Cap FundFund TypeOpen-ended equity schemeEntry LoadN/AExit LoadBenchmarkNifty 500 Total Return IndexFund ManagerHarshad PatwardhanRisk FactorModerately highInvestment Objective of Edelweiss Multi-Cap FundThe investment objective of Edelweiss Multi-Cap Fund is to generate capital appreciation in the long term via investment in a diversified portfolio consisting equity and equity-related instruments of companies across different market capitalisations.Who is Edelweiss Multi-Cap Fund for?Edelweiss Multi-Cap Fund is a good option for investors who want capital appreciation in the long term by investing in equity and equity-related instruments of companies across different market capitalisations.
  • In case of the redemption of units within a year from the date on which they were allotted, an exit load of 1% will be applicable for purchases made apart from through SIP; and 1% in case of redemption of units within a year from the date of allotment of units of each instalment of purchases made through SIP
  • In case of the redemption of units after a year from the date on which they were allotted, there will be no exit load
• Edelweiss Tax Advantage FundFund TypeOpen-ended equity-linked saving schemeEntry LoadN/AExit LoadNilBenchmarkS&P BSE 200 Total Return IndexFund ManagerHarshad PatwardhanRisk FactorModerately highInvestment Objective of Edelweiss Tax Advantage FundThe investment objective of Edelweiss Tax Advantage Fund is to generate income along with capital appreciation in the long term via investment in a diversified portfolio that mainly consists of equity and equity-related instruments. It comes with a statutory three-year lock-in period and offers tax benefits under Section 80C of the Income Tax Act, 1961.Who is Edelweiss Tax Advantage Fund for?Edelweiss Tax Advantage Fund is ideal for investors who want capital growth in the long term along with tax benefits by investing mainly in equity and equity-related instruments.

The following are the fixed income funds offered by Edelweiss Mutual Fund:

• Edelweiss Government Securities FundFund Type
  • Open-ended debt schemeEntry LoadN/AExit LoadNilBenchmarkCRISIL Gilt IndexFund ManagerGautam Kaul and Dhawal DalalRisk FactorModerateInvestment Objective of Edelweiss Government Securities FundThe investment objective of Edelweiss Government Securities Fund is to generate income by making investments in securities of different maturities issued and/or designed by the State Governments or the Central Government of India.Who is Edelweiss Government Securities Fund for?Edelweiss Government Securities Fund is ideal for those who want credit risk-free returns between the medium and long term by investing in government securities.
• Edelweiss Banking and PSU Debt FundFund Type
  • Open-ended debt schemeEntry LoadN/AExit LoadNilBenchmarkCRISIL Short Term Bond Fund IndexFund ManagerGautam Kaul and Dhawal DalalRisk FactorModerateInvestment Objective of Edelweiss Banking and PSU Debt FundThe investment objective of Edelweiss Banking and PSU Debt Fund is to provide returns via investment in a portfolio consisting of money market and debt securities issued by public sector undertakings (PSUs), banks, public financial institutions (PFIs), and institutions primarily owned by Municipal Bonds, State Governments and the Central Government.Who is Edelweiss Banking and PSU Debt Fund for?Edelweiss Banking and PSU Debt Fund is ideal for investors who want income between the short and medium term by making investments in money market and debt instruments issued by PFIs, PSUs, and banks.
• Edelweiss Liquid FundFund Type
  • Open-ended liquid schemeEntry LoadN/AExit LoadNilBenchmarkCRISIL Liquid Fund IndexFund ManagerGautam Kaul and Rahul DedhiaRisk FactorLowInvestment Objective of Edelweiss Liquid FundThe investment objective of Edelweiss Liquid Fund is to offer reasonable returns, corresponding with low risk and high liquidity, via investment in a portfolio of debt and money market securities.Who is Edelweiss Liquid Fund for?Edelweiss Liquid Fund is ideal for investors who want income over the short term by making investments in debt and money market securities.
• Edelweiss Short Term FundFund Type
  • Open-ended short-term debt schemeEntry LoadN/AExit LoadNilBenchmarkCRISIL Short-Term Bond Fund IndexFund ManagerGautam Kaul and Dhawal DalalRisk FactorModerately lowInvestment Objective of Edelweiss Short Term FundThe investment objective of Edelweiss Short Term Fund is to generate returns that correspond with the risks of making investments in a short-term portfolio consisting of debt securities, Real Estate Investment Trust (REITS), money market instruments, Infrastructure Investment Trusts (InvITs) and other such securities.Who is Edelweiss Short Term Fund for?Edelweiss Short Term Fund is suitable for investors who want income between the short and medium term by making investments mainly in short-term debt and money market instruments.
• Edelweiss Dynamic Bond FundFund Type
  • Open-ended dynamic debt schemeEntry LoadN/AExit LoadNilBenchmarkCRISIL Composite Bond Fund IndexFund ManagerGautam Kaul and Dhawal DalalRisk FactorModerateInvestment Objective of Edelweiss Dynamic Bond FundThe investment objective of Edelweiss Dynamic Bond Fund is to generate returns and at the same time, ensure that liquidity is maintained via active management of the portfolio through investment in money market and debt securities.Who is Edelweiss Dynamic Bond Fund for?Edelweiss Dynamic Bond Fund is a good investment option for those who want optimal returns between the medium and long term by making investments in debt and money market securities.
• Edelweiss Corporate Bond FundFund Type
  • Open-ended debt schemeEntry LoadN/AExit LoadBenchmarkCRISIL Short-Term Bond Fund IndexFund ManagerDhawal Dalal and Gautam KaulRisk FactorModerateInvestment Objective of Edelweiss Corporate Bond FundThe investment objective of Edelweiss Corporate Bond Fund is to generate returns that correspond with the risks of making investment in a portfolio that consists of corporate bonds that are rated AA+ and above.Who is Edelweiss Corporate Bond Fund for?Edelweiss Corporate Bond Fund is ideal for investors who want capital appreciation as well as regular income via active management of a portfolio that mainly consists of corporate bonds that are rated AA+ and above.
  • For the redemption of 10% of the total units allotted, there will be no exit load if they are redeemed prior to the completion of a year from the date on which they were allotted
  • For switch-outs or redemptions of units in excess of the aforementioned limit, an exit load of 1% will be applicable if they are switched-out or redeemed within a year from the date on which they were allotted
  • For switch-outs or redemptions after the completion of a year from the date of allotment, there will be no exit load
• Edelweiss Low Duration FundFund Type
  • Open-ended low duration debt schemeEntry LoadN/AExit LoadNilBenchmarkCRISIL Liquid Fund IndexFund ManagerGautam Kaul and Rahul DedhiaRisk FactorModerately lowInvestment Objective of Edelweiss Low Duration FundThe investment objective of Edelweiss Low Duration Fund is to generate returns that correspond with the risks involved with making investments in a short-duration portfolio that consists of debt securities, money market instruments, REITS, InvITs and other specified securities.Who is Edelweiss Low Duration Fund for?Edelweiss Low Duration Fund is ideal for investors who are looking for optimal returns over the short term by investing mainly in a combination of short-term debt and money market securities.

The following are the Exchange Traded Schemes offered by Edelweiss Mutual Fund:

1. Edelweiss ETF – Nifty 50Fund TypeOpen-ended schemeEntry LoadN/AExit LoadNilBenchmarkNifty 50 IndexFund ManagerBhavesh Jain and Hiten ShahRisk FactorModerately highInvestment Objective of Edelweiss ETF – Nifty 50The investment objective of Edelweiss ETF – Nifty 50 is to offer returns prior to expenses that are closely commensurate with the overall returns of the Nifty 50 Index.Who is Edelweiss ETF – Nifty 50 for?Edelweiss ETF – Nifty 50 is ideal for investors who want capital appreciation in the long term via investment in securities that are covered by the Nifty 50 Index.
2. Edelweiss ETF – Nifty BankFund TypeOpen-ended schemeEntry LoadN/AExit LoadNilBenchmarkNifty Bank IndexFund ManagerBhavesh Jain and Hiten ShahRisk FactorHighInvestment Objective of Edelweiss ETF – Nifty BankThe investment objective of Edelweiss ETF – Nifty Bank is to offer returns prior to expenses that are closely commensurate with the overall returns of the Nifty Bank Index.Who is Edelweiss ETF – Nifty Bank for?Edelweiss ETF – Nifty Bank is ideal for investors who want capital appreciation in the long term by investing in securities that are covered by the Nifty Bank Index.
3. Edelweiss ETF – Nifty Quality 30Fund TypeOpen-ended schemeEntry LoadN/AExit LoadNilBenchmarkNifty Quality 30 IndexFund ManagerBhavesh Jain and Hiten ShahRisk FactorModerately highInvestment Objective of Edelweiss ETF – Nifty Quality 30The investment objective of Edelweiss ETF – Nifty Quality 30 is to offer returns prior to expenses that are closely commensurate with the overall returns of the Nifty Quality 30 Index.Who is Edelweiss ETF – Nifty Quality 30 for?Edelweiss ETF – Nifty Quality 30 is ideal for investors who want capital appreciation in the long term via investment in securities that are covered by the Nifty Quality 30 Index.

Edelweiss Emerging Markets Opportunities Equity Offshore Fund is suitable for investors who want capital growth in the long term via investments mainly in JP Morgan Funds – Emerging Markets Opportunities Funds.

Individuals who invest in certain tax-saving mutual funds offered by Edelweiss Mutual Funds can claim tax benefits under Section 80C of the Income Tax Act. The tax-saving mutual funds offered by Edelweiss are:

• Edelweiss Long-Term Equity Fund (Tax Savings)
• Edelweiss Tax Advantage Fund

Here are the entities who can invest in Edelweiss Mutual Funds:

• Resident individuals
• Lawful guardians or parents in case of investment on behalf of minors
• NRIs

Here are the documents you will require to invest in Edelweiss Mutual Funds:

• Application form (one application to open a mutual fund account, one application if you plan on choosing an SIP, and one application if you wish to transfer funds electronically from your bank account)
• Address proof (any one of Aadhaar Card, Passport, Voter’s ID card, Driving License, Ration Card, utility bills such as telephone bill, gas bill, or electricity bill, or passbook or flat maintenance bill, bank account statement, insurance copy, or registered lease/sale agreement of residence)
• Identity proof (any one of Passport, PAN Card, Voter’s ID, Driving License, or Aadhaar Card)
• KYC documents (KYC individual form along with a passport-sized photograph)
• Third party declaration for investment on behalf of a minor (Third party declaration form)

If you wish to invest in Edelweiss Mutual Funds online, you will have to visit www.edelweissmf.com and follow the instructions on the site. You will be required to fill in the required details after which the payments will have to be authorised to complete the process.

Edelweiss is a good option if you wish to invest in mutual funds because the company offers high quality investment management services to investors. It also assesses the risk appetite of investors in an effort to help them achieve their financial goals. The company has a professional asset management team that has vast experience in the mutual fund sector. The wide variety of funds made available to investors ensures that you can find the best option for you regardless of your risk appetite.