Edelweiss Mutual Fund

As of 31 Jan 2024, fund size of Edelweiss Large Cap Fund is 717.88 Cr.

The average category Returns for Large Cap funds under Equity class are 21.48% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

Edelweiss Large Cap Fund has given 17.51% annualized return for the last 3 years. The funds SIP returns during the same period is 18.70%

Edelweiss Large Cap Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jan 2024, fund size of Edelweiss Balanced Advantage Fund is 10,349.08 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 13.81% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

Edelweiss Balanced Advantage Fund has given 13.18% annualized return for the last 3 years. The funds SIP returns during the same period is 14.70%

Edelweiss Balanced Advantage Fund has 3 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

1,265.88 Cr.

The average category Returns for Aggressive funds under Hybrid class are 19.89% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

Edelweiss Aggressive Hybrid Fund has given 18.82% annualized return for the last 3 years. The funds SIP returns during the same period is 19.60%

Edelweiss Aggressive Hybrid Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jan 2024, fund size of Edelweiss Recently Listed IPO Fund is 934.62 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Edelweiss Recently Listed IPO Fund has given 15.14% annualized return for the last 3 years. The funds SIP returns during the same period is 14.91%

At present Edelweiss Recently Listed IPO Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund is 144.81 Cr.

The average category Returns for Index Fund funds under Index Funds class are 22.28% per annum for the last 3 years. Category returns represent the average returns of all the funds from Index Fund fund category.

Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund has given 11.54% annualized return for the last 3 years.

At present Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund has not been rated by us.

Not Rated

367.58 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 10.96% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

Edelweiss Equity Savings Fund has given 9.70% annualized return for the last 3 years. The funds SIP returns during the same period is 10.51%

At present Edelweiss Equity Savings Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Edelweiss US Technology Equity Fund Of Fund is 2,143.58 Cr.

The average category Returns for Overseas funds under Fund Of Funds class are 6.85% per annum for the last 3 years. Category returns represent the average returns of all the funds from Overseas fund category.

Edelweiss US Technology Equity Fund Of Fund has given 9.46% annualized return for the last 3 years.

At present Edelweiss US Technology Equity Fund Of Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Edelweiss US Value Equity Offshore Fund is 94.62 Cr.

The average category Returns for Overseas funds under Fund Of Funds class are 6.85% per annum for the last 3 years. Category returns represent the average returns of all the funds from Overseas fund category.

Edelweiss US Value Equity Offshore Fund has given 8.59% annualized return for the last 3 years.

At present Edelweiss US Value Equity Offshore Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Edelweiss Europe Dynamic Equity Offshore Fund is 77.9 Cr.

The average category Returns for Overseas funds under Fund Of Funds class are 6.85% per annum for the last 3 years. Category returns represent the average returns of all the funds from Overseas fund category.

Edelweiss Europe Dynamic Equity Offshore Fund has given 7.92% annualized return for the last 3 years.

At present Edelweiss Europe Dynamic Equity Offshore Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Edelweiss Arbitrage Fund is 8,134.56 Cr.

The average category Returns for Arbitrage funds under Hybrid class are 4.63% per annum for the last 3 years. Category returns represent the average returns of all the funds from Arbitrage fund category.

Edelweiss Arbitrage Fund has given 5.65% annualized return for the last 3 years. The funds SIP returns during the same period is 6.54%

At present Edelweiss Arbitrage Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Edelweiss Large Cap Fund is 717.88 Cr.

The average category Returns for Large Cap funds under Equity class are 21.48% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

Edelweiss Large Cap Fund has given 17.51% annualized return for the last 3 years. The funds SIP returns during the same period is 18.70%

Edelweiss Large Cap Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jan 2024, fund size of Edelweiss Balanced Advantage Fund is 10,349.08 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 13.81% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

Edelweiss Balanced Advantage Fund has given 13.18% annualized return for the last 3 years. The funds SIP returns during the same period is 14.70%

Edelweiss Balanced Advantage Fund has 3 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

1,265.88 Cr.

The average category Returns for Aggressive funds under Hybrid class are 19.89% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

Edelweiss Aggressive Hybrid Fund has given 18.82% annualized return for the last 3 years. The funds SIP returns during the same period is 19.60%

Edelweiss Aggressive Hybrid Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jan 2024, fund size of Edelweiss Recently Listed IPO Fund is 934.62 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Edelweiss Recently Listed IPO Fund has given 15.14% annualized return for the last 3 years. The funds SIP returns during the same period is 14.91%

At present Edelweiss Recently Listed IPO Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund is 144.81 Cr.

The average category Returns for Index Fund funds under Index Funds class are 22.28% per annum for the last 3 years. Category returns represent the average returns of all the funds from Index Fund fund category.

Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund has given 11.54% annualized return for the last 3 years.

At present Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund has not been rated by us.

Not Rated

367.58 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 10.96% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

Edelweiss Equity Savings Fund has given 9.70% annualized return for the last 3 years. The funds SIP returns during the same period is 10.51%

At present Edelweiss Equity Savings Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Edelweiss US Technology Equity Fund Of Fund is 2,143.58 Cr.

The average category Returns for Overseas funds under Fund Of Funds class are 6.85% per annum for the last 3 years. Category returns represent the average returns of all the funds from Overseas fund category.

Edelweiss US Technology Equity Fund Of Fund has given 9.46% annualized return for the last 3 years.

At present Edelweiss US Technology Equity Fund Of Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Edelweiss US Value Equity Offshore Fund is 94.62 Cr.

The average category Returns for Overseas funds under Fund Of Funds class are 6.85% per annum for the last 3 years. Category returns represent the average returns of all the funds from Overseas fund category.

Edelweiss US Value Equity Offshore Fund has given 8.59% annualized return for the last 3 years.

At present Edelweiss US Value Equity Offshore Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Edelweiss Europe Dynamic Equity Offshore Fund is 77.9 Cr.

The average category Returns for Overseas funds under Fund Of Funds class are 6.85% per annum for the last 3 years. Category returns represent the average returns of all the funds from Overseas fund category.

Edelweiss Europe Dynamic Equity Offshore Fund has given 7.92% annualized return for the last 3 years.

At present Edelweiss Europe Dynamic Equity Offshore Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Edelweiss Arbitrage Fund is 8,134.56 Cr.

The average category Returns for Arbitrage funds under Hybrid class are 4.63% per annum for the last 3 years. Category returns represent the average returns of all the funds from Arbitrage fund category.

Edelweiss Arbitrage Fund has given 5.65% annualized return for the last 3 years. The funds SIP returns during the same period is 6.54%

At present Edelweiss Arbitrage Fund has not been rated by us.

Not Rated