One of the largest AMCs in India, the Edelweiss Mutual Fund has smashed a major milestone, crossing Rs.1.5 lakh crore in assets under management (AUM) by May 2025, earning the trust of over 25 lakh investors. At its fifth investor meet in Mumbai, the fund house celebrated this feat and rolled out exciting plans to shake up India’s investment scene.
“Our 150 matches BSE’s 150th anniversary! Rs.1.5 lakh crore AUM for EdelweissMF, a young player, alongside 150 years of @bseindia, an icon. This Rs.150 coin is a treasure I’m proud to hold—timeless and epic,” shared CEO Radhika Gupta on X, tying the fund’s success to BSE’s 150-year legacy.
Midcap Fund Shines with Rs.10,000 Crore AUM
The star of the show? Edelweiss Midcap Fund, now over Rs.10,000 crore in AUM (Asset Under Management), boasting a stellar 15-year track record of beating the market.
This fund is a go-to for investors chasing growth in mid-cap stocks, proving Edelweiss AMC knows how to pick winners for the long haul.
Altiva SIF: A Game-Changer for Smart Investors
Edelweiss dropped a bombshell with the launch of Altiva SIF, a new brand for Specialized Investment Funds. Designed for savvy investors, Altiva SIF offers tailored strategies across stocks, hybrid funds and fixed-income options. With a Rs.10 lakh minimum investment, it bridges the gap between mutual funds and high-end portfolio management services, giving you flexibility with SEBI’s oversight.
“Altiva SIF is our vision to rise above, inspired by the Edelweiss flower that thrives in tough conditions,” Gupta added, signalling a bold step into next-gen investing.
Going Global with GIFT City IFSC
Edelweiss is taking things global through GIFT City’s International Financial Services Centre (IFSC). This move makes it easier for NRIs, high-net-worth individuals and institutions to invest overseas using India’s Liberalised Remittance Scheme (LRS).
It is a smart way to diversify your portfolio with tax perks, tapping into global markets while staying rooted in India’s growth story.
Edelweiss Mutual Fund Leading with Factor Investing
The Edelweiss AMC is ahead of the curve, being the first in India to roll out passive factor and thematic Mutual Funds. Its factor investing strategy, focusing on quality, growth and momentum has led it to deliver solid returns.
This innovative approach sets Edelweiss apart, offering you ways to grow wealth that go beyond traditional mutual funds.
What’s Next for Investors of Edelweiss Mutual Fund?
With over 60 schemes covering stocks, bonds and factor-based investing, Edelweiss Mutual Fund is all about giving you choices. Whether you are eyeing global markets or want to diversify with Altiva SIF, the fund house is gearing up for bigger things. Its focus on innovation, backed by a trusted team, makes it a top pick for building long-term wealth.
Ready to grow your money? Use Edelweiss SIP Calculator to plan your investments and join the 25 lakh investors riding this wave.