Edelweiss Asset Management Company, a key part of the renowned Edelweiss Group, stands out as a trusted name in India’s financial services space. It offers a diverse range of investment solutions tailored to meet varying risk profiles and long-term financial goals. Known for its ethical practices, data-driven strategies, and strong emphasis on investor empowerment, Edelweiss AMC blends innovation with integrity. A highly experienced fund management team, led by the insightful MD & CEO Radhika Gupta, brings global expertise and active oversight to every scheme. With a powerful combination of expert leadership, smart products, and investor education, Edelweiss AMC equips you to navigate your wealth journey with confidence and clarity.
Types of schemes offered by Edelweiss Mutual Funds
Edelweiss Asset Management Company offers a diverse bouquet of schemes categorised into Equity, Hybrid, Debt, Passive (Index/ETF), Target Maturity, and Precious Metals Funds. Each category caters to distinct investment needs and time horizons. The top mutual funds offered by Edelweiss Asset Management Company are as follows:
Equity Funds
Edelweiss AMC Ltd.’s equity mutual funds are designed for investors aiming for long-term capital growth through stock market investments. The fund offerings span Large Cap to Small Cap, including Flexi Cap and Multi Cap structures. Noteworthy performers include the Mid Cap Growth Direct Plan (20.79% 3-year return) and Flexi Cap Growth Plan (15.47% 3-year return). For tax-saving, the ELSS Tax Saver Growth Direct Plan offers Section 80C benefits with a 3-year lock-in. These funds also maintain low total expense ratios (TERs), promoting cost-effective investing. A snap shot of Edelweiss Mutual Funds in equity category is as follows:
| Equity Schemes | 1 Yr | 3 Yr | TER | Category |
|---|---|---|---|---|
| Edelweiss Focused Growth Direct Plan | 4.19% | NA | 0.73% | Focused Fund |
| Edelweiss Mid Cap Growth Direct Plan | 10.04% | 20.79% | 0.41% | Mid Cap Fund |
| Edelweiss Multi Cap Growth Direct Plan | 4.14% | NA | 0.41% | Multi Cap Fund |
| Edelweiss Flexi Cap Growth Direct Plan | 3.81% | 15.47% | 0.45% | Flexi Cap Fund |
| Edelweiss Small Cap Growth Direct Plan | 2.41% | 16.79% | 0.43% | Small Cap Fund |
| Edelweiss Large Cap Growth Direct Plan | 2.24% | 13.62% | 0.64% | Large Cap Fund |
| Edelweiss Large & Mid Cap Growth Direct Plan | 3.13% | 14.57% | 0.46% | Large & Mid Cap Fund |
| Edelweiss ELSS Tax Saver Growth Direct Plan | 2.37% | 12.82% | 0.78% | ELSS |
Source: Kuvera; April 14, 2025
Hybrid Funds
Hybrid schemes from Edelweiss AMC Ltd. are tailored for those who prefer a balanced approach—combining equity’s growth potential with debt’s stability. This blend makes them particularly appealing if you’re looking to moderate risk without completely forgoing return opportunities. Take a look at the top mutual funds offered by Edelweiss Asset Management Company in this category:
| Hybrid Schemes | 1 Yr | 3 Yr | TER | Category |
|---|---|---|---|---|
| Edelweiss Arbitrage Growth Direct Plan | 7.94% | 7.49% | 0.40% | Arbitrage Fund |
| Edelweiss Equity Saving Growth Direct Plan | 9.41% | 10.50% | 0.60% | Equity Savings |
| Edelweiss Aggressive Hybrid Growth Direct Plan | 7.80% | 16.13% | 0.31% | Aggressive Hybrid Fund |
| Edelweiss Balanced Advantage Growth Direct Plan | 3.21% | 10.76% | 0.52% | Dynamic Asset Allocation or Balanced Advantage |
| Edelweiss Multi Asset Allocation Growth Direct Plan | 8.93% | NA | 0.41% | Multi Asset Allocation |
Source: Kuvera; April 14, 2025
Debt Funds
If safety and predictable income are your priorities, Edelweiss Mutual Funds in debt category offer a diversified palette spanning Liquid, Overnight, Gilt, and Banking & PSU Debt Funds. These are ideal for building an emergency corpus or parking surplus funds with minimal risk.
A list of Edelweiss Mutual Funds’ debt schemes is as follows:
| Debt Schemes | 1 Yr | 3 Yr | TER | Category |
|---|---|---|---|---|
| Edelweiss Liquid Growth Direct Plan | 7.45% | 6.91% | 0.09% | Liquid Fund |
| Edelweiss Overnight Growth Direct Plan | 6.54% | 6.27% | 0.11% | Overnight Fund |
| Edelweiss Government Securities Growth Direct Plan | 10.85% | 8.23% | 0.51% | Gilt Fund |
| Edelweiss Money Market Growth Direct Plan | 8.02% | 6.89% | 0.15% | Money Market Fund |
| Edelweiss Banking & PSU Debt Growth Direct Plan | 9.44% | 7.39% | 0.39% | Banking and PSU Fund |
Source: Kuvera; 14 April, 2025.
Equity Index Funds/ETFs
For those who prefer passive investing, Edelweiss Asset Management Company’s equity index funds and ETFs provide broad-based market exposure at a lower cost. These funds aim to replicate the performance of benchmark indices, eliminating the risk of fund manager bias while maintaining high transparency. If you’re a first-time investor or someone looking to minimise expenses, these products offer a disciplined, long-term strategy. Explore more about Equity Index Funds/ETFs.
Debt Index Funds/ETFs
These schemes are crafted for cost-conscious investors looking to mirror fixed-income benchmarks without active management risk. Debt index funds and ETFs from Edelweiss allow you to diversify into government and corporate bond portfolios with known risk and return profiles. They’re especially suitable for retirement-focused portfolios and laddering investment techniques.
Explore more about TOP SIP of 2025 in the Debt Index Funds/ ETFs category here.
Target Maturity Funds
Target Maturity Funds (TMFs) are a smart way for you to invest with a clear end date in mind. They hold bonds that mature at the same time as the fund, making them ideal if you are saving for a goal like your child’s education or a home down payment. As the fund approaches maturity, your returns become more predictable and the impact of interest rate changes reduces. Plus, TMFs are tax-efficient, giving you a structured and reliable path to meet your financial goals. Click here for exploring the Targeted Maturity Funds.
Precious Metals
The Precious Metals Fund, primarily anchored in gold, acts as an excellent inflation hedge and portfolio diversifier. If you’re concerned about currency fluctuations or geopolitical instability, allocating a portion of your portfolio to this fund provides a safety net. Over the long term, precious metals have historically shown resilience during market downturns, making them an intelligent strategic asset to counterbalance equity volatility. Details about the same are available at: https://www.edelweissmf.com/types-of-mutual-funds/precious-metals-fund
Financial Planning Tools
Edelweiss AMC Ltd. offers a suite of intuitive calculators to support your investment planning journey. They are:
a) SIP Calculator
It helps you begin your wealth creation journey. You may invest small amounts at regular intervals for disciplined growth as per your financial goal.
b) Retirement Planning Calculator
You may invest regularly, by adjusting for life stages, to ensure independence with calculated retirement planning using a retirement planning calculator.
c) STP Calculator
You may experience the efficient mechanism of periodic transfer of funds from one scheme to another using STP Calculator.
d) SWP calculator / Regular payout calculator
This calculator guides you to learn how regular withdrawals can effectively manage your cash flows need.
e) SIP performance calculator
Using this calculator you may review the outcome of investments made systematically over a specified period for a sound investment experience.
f) Return calculator
This calculator assists you estimate the potential returns or gains on your investments.
Investor Education
Beyond funds, Edelweiss AMC Ltd. enriches your investing experience with educational initiatives such as:
- Funds & Market Insights: Stay informed with expert analysis.
- Podcasts: Investment knowledge delivered in story formats.
- Webinars: Learn directly from financial experts.
- Investment Insights: Digestible facts and figures.
- Book Summaries: Curated readings for busy professionals.
- Edelweiss Klassroom: A beginner-friendly guide to mutual funds.
For more details, visit the Edelweiss Mutual Fund Portal.
Wrapping Up
Edelweiss AMC Ltd. is a trusted and flexible investment company with options for all types of investors—whether you prefer safety or growth. It offers a range of funds to help you save on taxes, grow your money over time, earn steady income, or protect against inflation. With helpful tools and education, Edelweiss AMC supports you in making smart financial choices. Their wide range of products can guide you in building your wealth with confidence.
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