Edelweiss Mutual Fund was established on August 23, 2007 as a Trust sponsored by Edelweiss Financial Services Limited. It was in April 2008, when Edelweiss Asset Management Limited, got a green signal from SEBI to commence its mutual fund business and operations as Edelweiss Mutual Fund.
The company expanded its reach by acquiring Forefront Capital in 2014 and JP Morgan AMC's India business in 2016. It further made history as the first fund house in India to launch a passive debt fund, the Bharat Bond ETF.
Currently, Ms. Radhika Gupta is the Managing Director & CEO of Edelweiss Mutual Fund. Mr. Dhawal Dalal and Mr. Trideep Bhattacharya, are the CIOs (Chief Investment Officers) of Edelweiss Mutual Fund.
Edelweiss Mutual Fund offers 53 schemes across different categories and has an AUM of ₹1,49,382 crore.
As of April 2024
Schemes
53
AUM
₹1,62,815 Cr
AUM growth
₹295 Cr
Fund managers
15
Sort By
Name | Fund size | Expense Ratio | 1 Y | 3 Y |
---|
₹70,742 Cr
AUM
14
Schemes
Pranavi Kulkarni
₹60,571 Cr
AUM
14
Schemes
₹40,611 Cr
AUM
27
Schemes
₹26,965 Cr
AUM
19
Schemes
₹1,29,804 Cr
AUM
27
Schemes
₹2,760 Cr
AUM
2
Schemes
Mutual Fund Name | Edelweiss Mutual Fund |
Asset Management Company Name | Edelweiss Asset Management Limited |
AMC Setup Date | April 30, 2008 |
AMC Incorporation Date | August 23, 2007 |
Sponsor Name | Edelweiss Financial Services Limited |
Name Of Trustees | Mr. K. Ramaswamy - Trustee Mr. K. Venugopal - Trustee Mr. Kedar Desai - Trustee Ms. Kamala Kantharaj - Director |
CIO | Mr. Dhawal Dalal - Debt, Mr. Trideep Bhattacharya - Equity |
MD And CEO | Mr. Radhika Gupta |
Compliance Officer | Ms. Jehzeel Master |
Investor Service Officer | Ms. Abdulla Chaudhari |
Updated As Of | April 2024 |
Mutual Fund Name | Edelweiss Mutual Fund |
Asset Management Company Name | Edelweiss Asset Management Limited |
AMC Setup Date | April 30, 2008 |
AMC Incorporation Date | August 23, 2007 |
Sponsor Name | Edelweiss Financial Services Limited |
Name Of Trustees | Mr. K. Ramaswamy - Trustee Mr. K. Venugopal - Trustee Mr. Kedar Desai - Trustee Ms. Kamala Kantharaj - Director |
CIO | Mr. Dhawal Dalal - Debt, Mr. Trideep Bhattacharya - Equity |
MD And CEO | Mr. Radhika Gupta |
Compliance Officer | Ms. Jehzeel Master |
Investor Service Officer | Ms. Abdulla Chaudhari |
Updated As Of | April 2024 |
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