Edelweiss Mutual Fund crosses Rs 1.50 lakh crore AUM, midcap fund surpasses Rs 10,000 crore asset size

Time of India

3 days ago

Edelweiss Mutual Fund
has crossed nearly Rs 1.50 lakh crore
AUM
as of May 2025, signaling strong investor confidence with over 25 lakh investors. The flagship Midcap Fund has delivered a phenomenal 15-year track record and recently crossed Rs 10,000 crore AUM, Edelweiss Mutual Fund declared this in its fifth investor meet.
The event also spotlighted two key strategic initiatives from Edelweiss Mutual Fund Group — the launch of
altiva SIF
, a new brand identity for its Specialized Investment Funds business, and the expansion of its global investment platform through GIFT City's IFSC.
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The launch of altiva SIF marks a milestone step into the Specialized Investment Funds (SIFs) space, with a focus on offering differentiated investment strategies across equity, hybrid, and fixed-income categories and tailored to meet the evolving needs of Indian investors.
The fund house's GIFT City IFSC initiative is designed to facilitate global investing through both inbound and outbound channels. Operating under India's Liberalised Remittance Scheme (LRS), it enables seamless access to offshore investments for NRIs, domestic HNIs, institutions, and foreign funds—with the added advantage of tax parity with Indian regulations and simplified processes for long-term wealth creation.
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Edelweiss MF also shared that it has cemented its position as a category pioneer, being the first in India to launch passive factor and thematic funds. Its factor investing vertical has consistently delivered alpha returns by leveraging diversified exposure to quality, growth, and momentum styles, said the fund house in its meeting.
The fund house strategy is prioritised by 'performance', led by its flagship funds such as the Edelweiss Flexi Cap, Large & Mid Cap, and Aggressive Hybrid fund.
Radhika Gupta
, Managing Director & CEO of Edelweiss Mutual Fund in the meet highlighted AMC's focus on future-ready investing, investor-centric innovation, and its expanding role in shaping India's capital markets. "Our investor meet is a testament to the trust and confidence our stakeholders place in us. It's an opportunity to not only reflect on our growth journey but also to share our vision for the future. We remain committed to building a resilient, innovation-driven asset management business that creates long-term value for investors," Gupta said.
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According to the fund house, most of these funds have outperformed category averages on rolling return metrics. As of May 2025, the Arbitrage Fund alone manages Rs 13,567 crore, while the Multi-Asset Allocation Fund, launched less than two years ago, has already crossed Rs 1,693 crore in AUM.
Besides, on the macro front, Edelweiss MF's equity strategy reflects sectoral overweights in capital goods, financials, and industrials, aligning with the government's infrastructure push, rising power demand, and rural consumption revival.
For Indian investors interested in tax-efficient and diversified portfolios, the AMC has also come up with hybrid and income-orientated offerings — including the Balanced Advantage Fund, Income Plus Arbitrage Fund, and Multi-Asset Allocation fund, that have found strong traction across retail and HNI segments.
The fund house now manages over 60 schemes across three distinct verticals — fundamental investing, factor investing, and fixed income. A seasoned team of 22+ professionals with over 300 years of combined experience works behind the scenes to deliver maximum returns to investors, the fund house informed.
Last month when the fund house crossed Rs 1.50 lakh crore AUM mark, the CEO Radhika Gupta posted on social media which mentioned that milestones aren't end, they are the moments that reassure, energize and inspire.
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Edelweiss Mutual Fund crosses Rs 1.50 lakh crore AUM: Radhika Gupta shares while showing Rs 150 coin
In another post the CEO shared a video showing a Rs 150 coin which she feels a privileged one to have. She posted on social media X that, 'Celebrating our 150 with a mega 150! 150,000 crores of AUM for
@EdelweissMF
, a young financial institution celebrated with 150 years for
@bseindia
, an iconic financial institution. This coin - legal tender of 150 rupees - is one I am privileged to have. Iconic and for the ages.'
The post meant that Edelweiss Mutual Fund has achieved Rs 1.50 lakh crore AUM coinciding with the BSE's 150-year legacy