The AMC attributed the rise in AUM to consistent fund performance and investor trust. It manages over 60 schemes across fundamental investing, factor investing, and fixed income strategies.
At the investor meet, Edelweiss Mutual Fund introduced two new initiatives: altiva SIF, a platform for Specialized Investment Funds, and a global investment channel through GIFT City IFSC.
The altiva SIF platform will offer strategies across equity, hybrid, and fixed income.
The name altiva draws inspiration from “altitude,” symbolising the aspiration to rise above challenges, maintain vision, and act with discipline.
The GIFT City initiative is aimed at easing offshore investing for NRIs, HNIs, and institutions under India’s Liberalised Remittance Scheme (LRS).
The AMC also highlighted performance of key schemes. Its flagship Midcap Fund recently crossed ₹10,000 crore in AUM, and funds like Flexi Cap, Large & Mid Cap, and Aggressive Hybrid have reportedly outperformed category averages on rolling return metrics.
As of May 2025, Edelweiss Arbitrage Fund managed ₹13,567 crore, and its Multi-Asset Allocation Fund crossed ₹1,693 crore in less than two years since launch. The AMC continues to focus on sectors such as capital goods, financials, and industrials.
Edelweiss Mutual Fund was among the early entrants in passive factor and thematic funds.
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