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Edelweiss Mutual Fund: NAV, Performance & Latest MF Schemes

Edelweiss Asset Management AMC Limited comes within the Investment & Advisory Line of Edelweiss Group and is one of the fastest-growing AMC in India. It was set up on 23rd August 2007 and established in 2008, and since a decade it has delivered impressive returns. Edelweiss Financial Services Limited has been dealing with sponsorships regarding the Edelweiss Mutual fund, which is a substantial fiduciary branch operated under the Edelweiss Group.

Edelweiss Asset Management AMC offers financial services and support to investors in the form of Asset Management, Wholesale Financing, Treasury Operations, Insurance Brokerage, Private Client Business, and Investment Banking.

Edelweiss Asset Management AMC is one of the youngest and the fastest growing Mutual Fund Companies which aims to be innovative and globally renowned, since its inception. It provides a stable mutual fund platform to a diversified investor base that is spread across domestic and global geographies.

Edelweiss Asset Management Limited manages a corpus under the management of Rs. 52414.5143 crores. (as of 31-Mar-2021) and has an AUM size of Rs. 52,415 Cr as of 31, Mar 2021, invested in over 104 schemes (28 equity, 92 debt, and 24 hybrid funds) with over 11 distribution centers across the country.

World-class knowledge platforms and true-to-label products have helped the Edelweiss Asset Management AMC to generate a massive base of investor folios. It offers a wide range of mutual fund schemes across equity, debt, and hybrid categories along with exchange-traded funds and international fund of fund schemes. The AMC aims to render the best digital experience to its investors through cutting-edge technology and seamless innovation.

Features of Edelweiss Mutual Funds AMC

 It offers investment opportunities in mutual funds and services in Alternative Investment Solutions with a proficient risk-return gamut across domestic and international asset classes. 

  • These funds provide a robust mutual fund platform with world-class knowledge platforms and true-to-label products.
  • Through continuous innovation and cutting-edge technology, the company provides the best digital experience to its investors. 
  • The team of experts comprises experienced professionals from the Financial Services industry who has rich experience in the field of financial markets and is highly qualified.
  • A research-based and process-oriented investment approach is followed by the company, thus assisting investors, dealing with business partners, and deploying investors’ finances. 

Important Information about Edelweiss Mutual Fund

SponsorEdelweiss Financial Services Limited
TrusteeEdelweiss Trusteeship Company Limited (ETCL)
Investment ManagerEdelweiss Asset Management Limited
Statutory DetailsEdelweiss Mutual Fund established – Indian Trusts Act, 1882.   AMC is registered with SEBI – Registration No. MF/057/08/02 on April 30, 2008. 
Date of Incorporation of AMC23 Aug 2007
Date of set up of Mutual Fund30 Apr 2008
Name(s) of SponsorEdelweiss Financial Services Limited
Name of Trustee CompanyEdelweiss Trusteeship Company Limited
CEO / MDMs. Radhika Gupta
CIOMr. Dhawal Dalal (D), Mr. Harshad Patwardhan (E)
Compliance OfficerMs. Vijayalaxmi Khatri
Investor Service OfficerMr. Mayur Jadhav
AuditorsM/s Price Waterhouse, C. A. LLP (Edelweiss AMC) and M/s SR Baltiboi & Co LLP (ETCL & Mutual Fund Schemes)
Quarterly AUM45909.31
Registrar and Transfer AgentKFin Technologies Pvt Ltd.
CustodianStandard Chartered Bank
AddressEdelweiss House Off. C.S.T Road, Kalina, Mumbai – 400 098 Registered Service Centre – 402, Third Eye 1 Near Panchvati Circle, C.G.Road, Ahmedabad-380006
EDELWEISS mutual fund customer care number(022) 40933400, 079-44218800, and (022) 40933401 (fax)
EmailEMFHelp@edelweissfin.com investor.amc@edelcap.com

Ten Top-Performing Edelweiss Mutual Fund Schemes

Edelweiss has mutual funds in almost all categories permitted by the Securities and Exchange Board of India or SEBI. Here is a list of the ten best-performing Edelweiss mutual fund schemes in India.

1. Edelweiss Arbitrage Fund (Hybrid – Arbitrage fund)

The investment objective of the Scheme is to produce income by investing in arbitrage opportunities in the cash and the derivative segments of the equity markets and the arbitrage opportunities which are available within the derivative segment and by investing the balance in debt and money market instruments. However, there is no guarantee that the investment objective of the scheme will be realized.

The Edelweiss Arbitrage Fund, with a NAV of Rs. 15.1775 (as of 28th April 2021), is the top-performing fund in the Hybrid – Arbitrage fund category. This open-ended fund was launched on 27th June 2014 and has given trailing returns of 4.5% (2020) in one year (as of 26th April 2021) and 5.3%  for 3 years. The fund managers are Dhawal Dalal since 22 Dec 16 with a tenure of 4.27 years and Bhavesh Jain since 27 Jun 14 with a tenure of 6.77 years.

Key Information

Minimum InvestmentINR 5,000
Minimum Additional Investment INR 1,000
Minimum SIP InvestmentINR 500
Minimum WithdrawalINR 500
Exit Load0-30 Days (0.25%),30 Days and above (NIL)
Return Since Inception (27th June 2014):6.3% (as of 26th April 2021)
AssetsINR 3707 Crore (as of 31st March 2021)
Expense Ratio1.09% (as of 31st March 2021)

2. Edelweiss Large and Mid-Cap Fund (Equity – Large & Mid Cap)

The investment objective of the Scheme is to produce long-term capital appreciation from a diversified portfolio of predominantly Large Cap and Mid Cap equity and equity-related securities. However, there is no guarantee that the investment objective of the scheme will be realized.

The Edelweiss Large and Mid-Cap Fund, with a NAV of Rs. 43.265 (as of 28th April 2021), is the top-performing fund in the Equity – Large & Mid Cap category. This open-ended fund was launched on 14th June 2014 and has given trailing returns of 17% (2020) in one year (as of 26th April 2021) and 11.1% for 3 years. The fund manager is Harshad Patwardhan since 14th June 2007 with a tenure of 13.81 years.

Key Information

Minimum InvestmentINR 5,000
Minimum Additional Investment INR 1,000
Minimum SIP InvestmentINR 1000
Minimum WithdrawalINR 1000
Exit Load0-12 Months (1%),12 Months and above (NIL)
Return Since Inception (14th June 2014):11.1% (as of 26th April 2021)
AssetsINR 697 Crore (as of 31st March 2021)
Expense Ratio2.5 % (as of 31st March 2021)

3. Edelweiss Mid-Cap Fund (Equity – Mid Cap)

The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies. However, there can be no guarantee that the investment objective of the Scheme will be realized.

The Edelweiss Mid-Cap Fund, with a NAV of Rs. 14.038 (as of 28th April 2021), is the top-performing fund in the Equity – Mid Cap category. This open-ended fund was launched on 26th Dec 2007 and has given trailing returns of 26.4 % (2020) in one year (as of 26th April 2021) and 9.5 % for 3 years. The fund manager is Harshad Patwardhan since 26th Dec 2007 with a tenure of 13.27 years.

Key Information

Minimum InvestmentINR 5,000
Minimum Additional Investment INR 1,000
Minimum SIP InvestmentINR 500
Minimum WithdrawalINR 500
Exit Load0-12 Months (1%),12 Months and above (NIL)
Return Since Inception (26th Dec 2007):11% (as of 26th April 2021)
AssetsINR 1215 Crore (as of 31st March 2021)
Expense Ratio2.28 % (as of 31st March 2021)

4. Edelweiss Europe Dynamic Equity Off-shore Fund (Equity – Global Cap)

The primary investment objective of the Scheme is to seek to provide long-term capital growth by investing predominantly in the JPMorgan Funds – Europe Dynamic Fund, an equity fund that invests primarily in an aggressively managed portfolio of European companies.

The Edelweiss Europe Dynamic Equity Off-shore Fund, with a NAV of Rs. 15.3248 (as of 28th April 2021), belongs to the Equity – Global category. This fund was launched on 14th June 2014 and has given trailing returns of 13.5% (2020) in one year (as of 26th April 2021) and 10.1% for 3 years. The fund managers are Bhavesh Jain since 9th April 2018 with a tenure of 2.98 years and Hardik Verma since 27th Sept 2019 with a tenure of 1.51 years.

Key Information

Minimum InvestmentINR 5,000
Minimum Additional Investment INR 1,000
Minimum SIP InvestmentINR 1000
Minimum WithdrawalINR 1000
Exit Load0-12 Months (1%),12 Months and above (NIL)
Return Since Inception (14th June 2014):6.1% (as of 26th April 2021)
AssetsINR 42 Crore (as of 31st March 2021)
Expense Ratio1.34 % (as of 31st March 2021)

5. Edelweiss Emerging Markets Opportunities Equity Off-shore Fund (Equity – Global Fund)

The primary investment objective of the Scheme is to seek to provide long-term capital growth by investing predominantly in the JPMorgan Funds – Emerging Markets Opportunities Fund, an equity fund that invests primarily in an aggressively managed portfolio of emerging market companies.

The Edelweiss Emerging Markets Opportunities Equity Off-shore Fund, with a NAV of Rs. 18.4791 (as of 28th April 2021), in the Equity – Global category. This fund was launched on 7th July 2014 and has given trailing returns of 21.7 % (2020) in one year (as of 26th April 2021) and 13.8 % for 3 years. The fund managers are Bhavesh Jain since 9th April 2018 with a tenure of 2.98 years and Hardik Verma since 27th Sept 2019 with a tenure of 1.51 years.

Key Information

Minimum InvestmentINR 5,000
Minimum Additional Investment INR 1,000
Minimum SIP InvestmentINR 1000
Minimum WithdrawalINR 1000
Exit Load0-1 Years (1%),1 year and above (NIL)
Return Since Inception (7th July 2014):9.4 % (as of 26th April 2021)
AssetsINR 84 Crore (as of 31st March 2021)
Expense Ratio1.24 % (as of 31st March 2021)

 6. Edelweiss ASEAN Equity Off-shore Fund (Equity – Global Fund)

The primary investment objective of the Scheme is to provide long-term capital growth by investing predominantly in JPMorgan Funds – JF ASEAN Equity Fund, an equity fund that invests primarily in companies of countries that are members of the Association of Southeast Asian Nations (ASEAN). However, there can be no assurance that the investment objective of the Scheme will be realized.

The Edelweiss ASEAN Equity Off-shore Fund, with a NAV of Rs. 23.2 (as of 28th April 2021), in the Equity – Global category. This fund was launched on 1st July 2011 and has given trailing returns of 2.3 % (2020) in one year (as of 26th April 2021) and 3 % for 3 years. The fund managers are Bhavesh Jain since 9th April 2018 with a tenure of 2.98 years and Hardik Verma since 27th Sept 2019 with a tenure of 1.51 years.

Key Information

Minimum InvestmentINR 5,000
Minimum Additional Investment INR 1,000
Minimum SIP InvestmentINR 1000
Minimum WithdrawalINR 1000
Exit Load0-12 Months (1%),12 Months and above(NIL)
Return Since Inception (1st July 2011):8.9 % (as of 26th April 2021)
AssetsINR 58 Crore (as of 31st March 2021)
Expense Ratio1.42 % (as of 31st March 2021)

 7. Edelweiss Large Cap Fund (Equity – Large Cap)

The investment objective is to seek to generate long-term capital appreciation from a portfolio predominantly consisting of equity and equity-related securities of the 100 largest corporate by market capitalization listed in India. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

The Edelweiss Large Cap Fund, with a NAV of Rs. 46.42 (as of 28th April 2021), is an Equity – Large Cap category fund. This fund was launched on 20th May 2009 and has given trailing returns of 17.3 % (2020) in one year (as of 26th April 2021) and 10.8% for 3 years. The fund managers are Bharat Lahoti since 2nd May 2017 with a tenure of 3.92 years and Hardik Verma since 11th Nov 2019 with a tenure of 1.39 years.

Key Information

Minimum InvestmentINR 1,000
Minimum Additional Investment INR 1,000
Minimum SIP InvestmentINR 500
Minimum WithdrawalINR 1000
Exit Load0-365 Days (1%),365 Days and above (NIL)
Return Since Inception (20th May 2009):13.7 % (as of 26th April 2021)
AssetsINR 232 Crore (as of 31st March 2021)
Expense Ratio1.89 % (as of 31st March 2021)

8. Edelweiss Long Term Equity Fund (Equity – ELSS)

The primary objective of the scheme is to generate long-term capital appreciation with an option of periodic pay-outs at the end of lock-in periods from a portfolio that invests predominantly in equity and equity-related instruments.

The Edelweiss Long Term Equity Fund, with a NAV of Rs. 59.22 (as of 28th April 2021), is an Equity – ELSS category fund. This open-ended fund was launched on 30th Dec 2008 and has given trailing returns of 13.7 % (2020) in one year (as of 26th April 2021) and 7.5 % for 3 years. The fund managers are Harsh Kothari since 30th April 2019 with a tenure of 1.92 years and Pratik Dharmshi since 30th April 2019 with a tenure of 1.92 years.

Key Information

Minimum InvestmentINR 500
Minimum Additional Investment INR 500
Minimum SIP InvestmentINR 500
Minimum WithdrawalINR 500
Exit LoadNIL
Return Since Inception (30th Dec 2008):15.5 % (as of 26th April 2021)
AssetsINR 165 Crore (as of 31st March 2021)
Expense Ratio2.39 % (as of 31st March 2021)

9. Edelweiss Balanced Advantage Fund (Hybrid – Dynamic Allocation fund)

The primary objective of the scheme will be to generate absolute returns with low volatility over a longer tenure of time. The scheme will invest in arbitrage opportunities, equity derivative strategies, pure equity investments, and the balance in debt and money market instruments. The Scheme proposes to allocate assets to both equity and debt markets based upon the market view. However, there is no assurance that the investment objective of the scheme will be realized.

The Edelweiss Balanced Advantage Fund, with a NAV of Rs. 31.79 (as of 28th April 2021), is a Hybrid – Dynamic Allocation fund. This fund was launched on 20th August 2009 and has given trailing returns of 22.6% (2020) in one year (as of 26th April 2021) and 11.6% for 3 years.

Key Information

Minimum InvestmentINR 1,000
Minimum Additional Investment INR 1,000
Minimum SIP InvestmentINR 500
Minimum WithdrawalINR 500
Exit Load0-365 Days (1%),365 Days and above(NIL)
Return Since Inception (20th August 2009):10.4 % (as of 26th April 2021)
AssetsINR 3315 Crore (as of 31st March 2021)
Expense Ratio2.33 % (as of 31st March 2021)

10. Edelweiss Banking and PSU Debt Fund (Debt – Banking & PSU Debt fund)

The investment objective of the Scheme is to generate returns commensurate with risks of investing in a portfolio of Debt Securities and Money Market Instruments issued by Banks, Public Sector Undertakings, Public Financial Institutions, entities majorly owned by Central and State Governments, and Municipal Bonds. However, there can be no assurance that the investment objective of the scheme will be realized.

The Edelweiss Banking and PSU Debt Fund, with a NAV of Rs 19.1633 (as of 28th April 2021), is a Debt – Banking & PSU Debt fund. This fund was launched on 13th Sept 2013 and has given trailing returns of 12.9% (2020) in one year (as of 26th April 2021) and 10.2% for 3 years.

Key Information

Minimum InvestmentINR 5,000
Minimum Additional Investment INR 1,000
Minimum SIP InvestmentINR 500
Minimum WithdrawalINR 500
Exit Load0-12 Months (1%),12 Months and above (NIL)
Return Since Inception (13th Sept 2013):8.9 % (as of 26th April 2021)
AssetsINR 462 Crore (as of 31st March 2021)
Expense Ratio0.55 % (as of 31st March 2021)

Using the Edelweiss Mutual Fund Calculator 

The mutual fund calculator of Edelweiss helps you estimate the returns which can be expected from the invested capital. The exact amount cannot be guaranteed, but an estimated amount can be calculated using the Edelweiss mutual fund calculator for both Lumpsum and Edelweiss mutual fund SIP payments and to get an appropriate view of the Edelweiss mutual fund statement.

Save Tax by Investing in Tax Saving Mutual Funds from Edelweiss Mutual Fund

Investors can save tax payments and claim tax benefits under Section 80C of the Income Tax Act by investing in certain tax-saving mutual funds offered by Edelweiss Mutual Funds. The tax-saving mutual funds offered by Edelweiss AMC are:

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

How to Invest in Edelweiss Mutual Funds Online?

To invest in Edelweiss Mutual Funds online, the investor can visit the official website of Edelweiss, AMC or he can log in to EduFund and follow the instructions on the site. EduFund is a renowned portal that is registered with AMFI, BSE, and SEBI with zero fees to sign up. He will be required to fill in the required details, after which the payments will have to be authorized to complete the process.

It is a simple, convenient, and easy process through EduFund to invest in some of the most profitable Edelweiss Mutual Fund Schemes, which involves a hassle-free process. Let us look at the details of the process:

Step 1: The first step is to log in using your Edelweiss mutual fund login Id or your EduFund account. If the applicant does not own an account, he can create a username password by registering on both the official website and EduFund.

Step 2: The second step is for the applicant to select the mutual fund he is interested in investing in, identify the duration of investment and apply it accordingly on the portal. He should scan and upload identification documents and proofs.

Step 3: Further, the applicant must upload his address proof using any legal document that carries the permanent address of the investor.

Step 4: Next, the risk undertaking should be determined, whether the applicant wants to opt for low, medium, or high-risk investment and the kind of mutual fund he would like to invest in – Equity, Debt, or International

Step 5: The individual has the option to go for a one-time investment or instalment. If he wishes to pay the investment amount in a lump sum, he should select the “Invest One Time” button; else can click on the “Start SIP” to enable investment which allows monthly/quarterly/bi-annual or annual payments.

Step 6: After the payment is made, the mutual fund will be processed and will reflect in the investor’s account within 3-5 working days.

Who is Eligible for Edelweiss Mutual Funds?

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

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

Documents Required for Edelweiss Mutual Funds

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

  • Application form
  • Address proof
  • Identity proof
  • KYC documents
  • Passport Size Photograph
  • Third-party declaration form – for investment on behalf of a minor

Why Choose Edelweiss Mutual Funds using EduFund?

Edelweiss is a brilliant option for investors as it lets them plan for long and short-term financial goals by investing in high-quality mutual funds with the best investment management services provided by the AMC. It also helps in evaluating the risk appetite of investors, which is diligently planned and recommended by the efficient, professional asset management team.

  • The company offers a wide variety of funds that the investor can leisurely choose irrespective of his risk appetite. The company is one of the fastest-growing AMCs in the mutual fund sector, and it has many benefits when taken through EduFund like:
  • Edelweiss Mutual Funds are regulated by SEBI and are considered extremely secure and safe investment options.
  • These funds save the Investor from fraudulent activities by the mutual fund companies
  • If the securities are geld for more than a year, then the dividends that are earned can be tax-free
  • Since Mutual funds are liquidated within 3 days with the option of some getting liquidated overnight, these are highly lucrative.
  • Investing and redemption in Edelweiss Mutual Fund is a very convenient, easy, and hassle-free task
  • The investor can expect a beneficial rate of return as there is no compromise on the risk part Portfolio, which is duly maintained by the Edelweiss Mutual Funds.
  • An investor can opt for a lump-sum payment or opt for Systematic Investment Planning through which he can save some of his monthly income by investing in SIPs or mutual funds. This helps him to make more money in the long term for his future goals
  • Edelweiss Mutual Funds publishes the report timely, believing in complete transparency, and it is made possible for the investor to view the portfolio anytime.

Popular Fund Managers of Edelweiss Asset Management Company

  1. Harshad Patwardhan – Chief Investment Officer- Equities at Edelweiss Asset Management.

Mr. Patwardhan has 25 years of experience in various capacities. Before he joined Edelweiss, he was the Executive Director and Head of Equities at JP Morgan Asset Management India. He became the CIO when Edelweiss acquired the schemes of JP Morgan in 2016. Academically, he has done his B.Tech from IIT Mumbai and MBA in Finance from IIM – Lucknow. He has also completed his CFA from the CFA Institute. He manages 12 funds at Edelweiss AMC.

  1. Radhika Gupta – the Chief Executive Officer of Edelweiss Asset Management

Radhika Gupta is the CEO of the AMC, who has strategically managed the myriad of mutual funds offered by the AMC. She was a student at the University of Pennsylvania and has been an asset management professional for a long time.

  1. Dhawal Dalal – Chief Investment Officer- Debt at Edelweiss Asset Management.

 Dalal has an industry experience of more than 20 years, and he began his career in 1996 as a research associate at Merrill Lynch Asset Management. Then he joined DSP BlackRock Mutual Fund and worked there for 18 years.

Then he joined Edelweiss Mutual Funds and has been working for more than 3 years now and has worked on more than 35 schemes on his own. He has completed his MBA from the University of Dallas in Banking, Corporate Finance, and Securities. He also finished his BE in Mechanical Engineering from LD College of Engineering in Ahmedabad.

  1. Niranjan Awasthi

Niranjan Awasthi heads the product and marketing team of Edelweiss’s investments and has more than 13 years of professional experience in the finance industry. He takes wise strategic decisions and scrutinizes and analyses the various macroeconomic and latest market trends for the betterment of the AMC and the investors.

  1. Nalin Moniz – Chief Investment Officer- Alternative Equities at Edelweiss Asset Management

Nalin graduated from the Jerome Fisher Program in Management and Technology from the reputed University of Pennsylvania. He also holds joint degrees in Computer Science and Economics from Moore School and Whir ton School, respectively. Mr Moniz started his career as a Portfolio Manager for Goldman Sachs Asset Management, after which he started his alternative asset management firm in India by the name of Forefront Capital Management.

Mr. Moniz pioneers the portfolio management and research wing of Alternative Equities at Edelweiss, and he also played a stellar role in helping Edelweiss acquire Ambit Capital’s s AIF wing in 2016.  

  1. George Bose – Head of Operations of Edelweiss AMC

George Bose has professional experience of more than 15 years, and he looks after Settlement, the proper functioning of Banking, and Fund Accounting of the AMC. He joined Edelweiss in the year 2010.

  1. Pranav Parikh – Chief Invest Officer- Private Equity at Edelweiss Asset Management.  

Pranav Parikh has nearly 20 years of experience in both Indian and American economies. In the dot-com bubble burst between 1999 and 2003 and the 2008 global financial crisis, Mr Parikh was among the very few dedicated Fund Managers to have generated positive returns during the above-mentioned two of the most catastrophic economic cycles.

During that period, he was working as the Portfolio Manager at Q Investments in Texas and the Managing Director of the Indian wing during the latter. Then he joined Fountainhead Ventures as a Managing Director till 2015, after which he took up his current position at Edelweiss Mutual Funds. He has well managed the Private Equity and Venture Capital sections at Edelweiss, and he is one of the driving forces behind the success of Edelweiss AMC.

  1. Vijayalaxmi Khatri

Vijayalaxmi Khatri caters to several functions related to the asset management of Edelweiss, whether it is secretarial, compliance, legal, or risk functions. She is a mutual fund professional for the past 15 years and has set up a strong and strategic risk management system for the AMC.

  1. Gautam Kaul

Gautam Kaul has an experience of more than 20 years and is a designated Fund Manager for Fixed Income at Edelweiss Asset Management. He has the experience of working at multiple leading AMCs. He has completed his MBA in Finance from Savitribai Phule Pune University. He started his career at Mata Securities in 2001 and then joined Sahara India Mutual Fund, where he worked for 1 year.

After he left that, he moved on to Lotus India Asset Management Company. Again, after working for 2 years there, he joined Relegate Asset Management Company, and finally, for 7 years, he joined IDBI Asset Management Ltd. He finally joined Edelweiss Mutual Fund AMC after he left IDBI in 2016, and now he is managing 54 schemes.

Other efficient Fund Managers in Edelweiss Mutual Funds AMC are:

  • Nilesh Saha
  • Harsh Kothari
  • Pratik Dharmshi

Select EduFund For Investing in EDELWEISS Mutual Fund

EduFund makes the process of investing in EDELWEISS mutual funds convenient. EduFund’s experienced consultants give you customized solutions for all your financial goals. You can start investing from a lowly INR 5,000 and grow your capital comfortably.

With EduFund, you get the following benefits:

Customized Research-Based Financial Plan – EduFund’s scientific fund tracker screen over 1 lakh data points and 400 financial scenarios to recommend you the best mutual funds.

  • Customer-Friendly Counsellors Help You Create a Financial Plan – EduFund’s counselors are trained to handle all kinds of queries from customers. They spend as much time with you as you need and resolve all your issues to help you create a robust financial plan.
  • Invest Less, Earn More – Not only the best Indian mutual funds, but EduFund also offers you the facility to invest in US Dollar ETFs and international mutual funds.
  • Use Free Tools – EduFund offers various free tools for its customers, including College Savings Calculator, SIP calculator, etc.
  • No Technical Expertise Required – You do not need to be an expert in finance to understand which mutual fund is the best for you. EduFund does it for you.
  • Value-Added Benefits – You may get value-added benefits like no commission, free advisory, and nil hidden charges.
  • Secure Transactions – EduFund is RIA-registered and uses top-class 128-SSL security to enable safe transactions.
  • Special Support for Children’s Education – EduFund has a dedicated team of experts who help you fulfill your children’s educational goals.

Download the EduFund app now to start saving for a bright future.

EduFund

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