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Introduction to the Fund
Edelweiss Mutual Fund is an investment management service company that offers services to the diversified investor base. The parent company Edelweiss Financial Services offers a multitude of financial products to its customers. Headquartered in Mumbai the company was established in 1996 and has spread its network in 19 of the 29 Indian states.
Edelweiss Mutual Fund
Currently Edelweiss Mutual Fund offers 4 different kinds of Mutual Funds – Equity Funds, Fixed Income Funds, Exchange Traded Schemes, and International Funds. There are 10 open-ended equity fund schemes, 7 fixed income schemes, 3 exchange traded schemes and 5 international fund schemes.
Equity funds in equities or stock which are traded in the stock exchange. These schemes though lucrative, have a high risk factor. Rate of interest is directly proportional to risk. Higher the risk, higher is the rate of returns. These schemes are therefore best suited to people with a high risk appetite.
Edelweiss Arbitrage Fund
In case redemption is prior to 30 days exit load rate is 0.25%
In case redemption is after 30 days, there is no exit load
Edelweiss Balanced Advantage Fund
NIFTY 50 Total Return (60%)
CRISIL Composite Bond (40%)
For units in excess of 10% of the investment,1% will be charged for redemption before 1 year
No entry load on redemption after completion of 1 year
Edelweiss Large Cap Fund
In case redemption is within a year then 1% exit load
In case redemption is after a year then no exit load
Edelweiss Long Term Equity Fund (Tax Savings)
In case of redemption of units in excess 10% of investment within a year then 1% exit load
Edelweiss Multi-Asset Allocation Fund
Edelweiss Large & Mid Cap Fund
Edelweiss Equity Saving Funds
In case units are redeemed after 6 months then no exit load
Edelweiss Mid Cap Fund
In case redemption in within one year then 1% exit load
In case redemption is after one year then exit load is not applicable
Edelweiss Multi-Cap Fund
In case redemption is after a year then no exit load is applicable
Edelweiss Tax Advantage Fund
Fixed Income Funds are open ended schemes that invest only in Government issued securities. A fixed income fund may be a direct plan or a regular plan. Though the investment mix for both is the same, under the direct plan you invest directly with the AMC without benefit of a broker. Each Fixed income plan has a dividend and a growth option.
The various Fixed Income Funds offered by Edelweiss are:
Edelweiss Government Securities Fund
Edelweiss Banking and PSU Debt Fund
Edelweiss Liquid Fund
Edelweiss Short Term Fund (G)
Edelweiss Dynamic Bond Fund
Edelweiss Corporate Bond Fund
Edelweiss Low Duration Fund
An open-ended Low Duration Debt scheme
That generate returns with low risk involvement and by investing in short term portfolio’s
Launched with a view to provide returns before expenses, the ETF schemes correspond to Nifty 50 returns barring tracking errors. There is however no assurance of ROI.
The various Exchange Traded Schemes that are offered by Edelweiss are:
Edelweiss ETF – Nifty 50
Edelweiss ETF – Nifty Bank
Edelweiss ETF – Nifty Quality 30
These funds invest primarily in ASEAN (Association of South East Asian Nations) companies such as JPMorgan. They are open ended schemes that offer the investor long term capital growth.
Edelweiss ASEAN Equity Offshore Fund
In case funds are redeemed before one year from date of allotment then 1% exit load
In case redemption is after one year then exit load is NIL
Edelweiss Europe Dynamic Equity Offshore Fund
Edelweiss Greater China Equity Offshore Fund
Edelweiss US Value Equity Offshore Fund
Edelweiss Emerging Markets Opportunities Equity Offshore Fund
Investing in Edelweiss Mutual Funds is a simple process. You can visit their website and register before filling in the application form or you can contact a relationship manager from Edelweiss.
You will be required to furnish the following documents at the time of application.
What is Prepaid STP?
Prepaid STP is a financial planning tool that allows you to invest when stock prices are low. In exchange for a fee, Edewleiss offers you the service of tripping a trigger that lets you know when the market falls below a point so that you can take advantage of the drop and reap high rewards when the stock market recovers.
1. How do I evaluate the performance of mutual fund schemes?
NAV or Net Asset Value is the value of your investment in a mutual fund at any given time. This value changes daily for equity based and open-ended schemes but is stable for closed schemes and debt heavy schemes. Most Asset Management Companies(AMCs) send you monthly, quarterly, biennial, or annual statements showing the NAV of each mutual fund you hold. You can also find out the NAV at any given point by visiting the website of the AMC. Your broker can also help you find the NAV of any mutual fund.
2. Are mutual funds insured?
There is no insurance or any other guarantee of earning returns or recovering your investment in mutual funds .
3. In case of any unsettled query, how I get my grievances redressed?
You can call the customer care number for any queries you have about your mutual fund. Your offer document contains the names of the AMC manager, directors and other officials. You can contact any of these officials for grievance redressal. If your issue is still unresolved you can contact SEBI (Securities Exchange Board of India) who will intervene on your behalf.
4. I am a small investor; can I invest in mutual funds?
Yes, in fact the very objective of mutual funds is to bring small investors together under a single umbrella and help them get the benefit of volume by pooling their resources. Your AMC will track stock and monitor the market on your behalf and earn the best rate of interest possible on your investment.
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