EDELWEISS MF
6 equity mutual funds offer over 30% CAGR on lumpsum investments in 5 years
Six equity mutual funds—five small caps and one mid cap—delivered over 30% CAGR on five-year lumpsum investments, with Quant Small Cap Fund leading at 34.98%. Most other funds posted double-digit returns, highlighting strong long-term growth, while performance varies based on fund type, AMC, and market conditions.
GST relief, festive season to help corporate earnings recover in Q3, says Edelweiss MF’s Radhika Gupta
Edelweiss MF’s Radhika Gupta says GST reform and the upcoming festive season will support domestic demand, ease inflation, and aid corporate earnings recovery in Q3. Investors should focus on India-focused sectors like FMCG, consumer durables, autos, and healthcare for potential growth opportunities.
Best large cap mutual funds to invest in September 2025
According to the Sebi mandate, the large cap mutual funds are mandated to invest in top 100 companies by market capitalisation. Large companies fare better in a volatile market as these companies may be market leaders and resilient to downturns. That is why if you are looking for a relatively safer mutual fund category, you should consider investing in large cap funds.
Quant Mutual Fund appoints Ex-SBI chairman Rajnish Kumar to lead board
Quant Mutual Fund appointed Rajnish Kumar, former SBI Chairman, and Nishith Mehta as leaders of its AMC Board, strengthening governance and strategic oversight. The fund house plans to launch India’s first Specialized Investment Fund (SIF), starting with the QSIF Equity Long-Short Fund in September, offering alternate long-short investment strategies and risk mitigation.
Gold and silver ETFs rally 40% in a year; what’s the best mutual fund strategy?
Gold and silver prices are soaring. Exchange-traded funds based on these metals have given good returns. Tata Gold ETF and Tata Silver ETF are top performers. Experts suggest allocating a portion of investment portfolios to precious metals. Geopolitical tensions and industrial demand are driving the rally. Investors should consider SIPs to manage volatility. Experts recommend aligning investments with long-term goals.
13 smallcap mutual funds never posted negative returns in last 5 calendar years
A study reveals that 13 small cap mutual funds consistently delivered positive returns between 2020 and 2024. However, in 2025, most of these funds experienced negative returns. Axis Small Cap Fund and Canara Robeco Small Cap Fund saw declines. Nippon India Small Cap Fund also faced losses.
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Portfolio Check: Equity mutual funds shed up to 4% in August. Are any of these part of your portfolio?
Equity mutual funds faced a challenging August, with 229 out of 293 funds posting negative returns, led by Samco Flexi Cap Fund (-3.8%) and Motilal Oswal ELSS Tax Saver Fund (-3.47%). Small-cap and mid-cap funds bore the brunt, while select flexi-cap and ELSS funds delivered modest gains.
Explained: What is investment style box in mutual funds and what it means for investors
The investment style box is a 3x3 grid developed by Morningstar that classifies mutual funds by market capitalisation and investment style. It helps investors assess strategy, diversification, and risk by showing whether a fund leans towards value, blend, or growth across large, mid, and small caps.
From Aam to Crorepati: Radhika Gupta of Edelweiss Mutual Fund tells how time turns SIPs into wealth
Radhika Gupta, CEO of Edelweiss Mutual Fund, emphasized that SIPs can create long-term wealth if given time, calling it the “aam crorepati ki kahaani.” Highlighting consistency, she explained SIPs as a meal plan analogy, urging investors to stay patient, disciplined, and understand mutual funds beyond equities.
NFO Alert: Edelweiss Mutual Fund launches Nifty LargeMidcap 250 ETF
Edelweiss Mutual Fund launched the Edelweiss Nifty LargeMidcap 250 ETF, aiming to passively track the Nifty LargeMidcap 250 Index. Open for subscription until September 2, it carries very high risk with minimum investment of Rs 5,000.
18 equity mutual funds gave over 30% returns since last Ganesh Chaturthi
Several international equity mutual funds stood out with stellar returns since last Ganesh Chaturthi. Invesco India – Invesco Global Consumer Trends FoF topped the list with 54.31%, followed by Mirae Asset S&P 500 Top 50 ETF FoF at 47.33%. Other global themes, including China, Taiwan, US tech, and Nasdaq-focused funds, dominated the top performers, many delivering above 30%.
Lucky 13! Invesco India Midcap Fund and HDFC Small Cap Fund among equity mutual funds which deliver over 20% return in 6 months
In the past six months, 13 equity mutual funds delivered over 20% returns, led by Invesco India Midcap Fund (26.15%) and Invesco India Large & Midcap Fund (23.73%). Out of 281 funds analyzed, 250 gave double-digit returns, highlighting strong market performance, though investors should consider risk, horizon, and goals.
International mutual funds offer 20% average return in 1 year amid RBI restrictions. Should one diversify abroad or stay domestic?
International mutual funds have delivered impressive returns, averaging 20% in the past year, driven by U.S. tech stocks and global market recovery. However, regulatory limits are emerging, with Edelweiss Mutual Fund restricting subscriptions due to nearing overseas investment thresholds.
Edelweiss Mutual Fund ropes in WestBridge with Rs 450 crore deal for 15% stake
WestBridge Capital will invest ₹450 crore for a 15% stake in Edelweiss Mutual Fund, valuing it at about ₹3,000 crore. The deal, subject to regulatory approvals, aims to fuel growth as Edelweiss MF’s AUM hit ₹1.52 lakh crore with strong profit momentum.
Quant Small Cap Fund and Motilal Oswal Midcap Fund among 8 equity mutual funds which deliver over 20% CAGR in 5 and 7 years
Eight equity mutual funds, led by Quant Small Cap, delivered over 20% CAGR in both five and seven years. Others like Motilal Oswal and Nippon India also featured prominently in ETMutualFunds analysis.
Best balanced advantage funds or dynamic asset allocation funds to invest in August 2025
Balanced advantage or dynamic asset allocation mutual funds limit equity exposure based on valuations, but that doesn't make them totally safe. Don’t be under the illusion that balanced advantage funds are a safe investment. In fact, many mutual fund distributors make such claims. However, don’t be influenced by such talk. Any mutual fund scheme that invests in stocks can’t be considered as safe. It also cannot avoid volatility and losses totally.
Vikram Solar raises Rs 621 crore from anchor investors ahead of IPO
Vikram Solar garnered ₹621 crore from anchor investors on Monday, ahead of its initial public offering. Prominent institutional investors like Goldman Sachs Fund, Morgan Stanley India Investment Fund, and BNP Paribas participated in the anchor round. Several mutual funds, including UTI MF, Franklin Templeton MF, and Kotak Mahindra MF, were also allotted shares.
Vikram Solar raises Rs 621 cr from anchor investors ahead of IPO
Vikram Solar garnered Rs 621 crore from anchor investors before its IPO launch. Prominent institutional investors participated in this round. The IPO, valued at Rs 2,079 crore, opens for subscription soon. The company plans to use the funds for capital expenditure. Vikram Solar's revenue and profit increased significantly in fiscal year 2025.
Bessemer India Capital exits Medi Assist Healthcare
These include ABSL Mutual Fund, Kotak Mahindra MF, Wasatch Emerging India Fund, ICICI Prudential MF, Edelweiss MF, HDFC Mutual Fund, and Public Sector Pension Investment Board.
Simple, timeless dal-chawal solution: Radhika Gupta’s take on Edelweiss Multi Asset Omni Fund of Fund
Edelweiss Mutual Fund has launched the Edelweiss Multi Asset Omni Fund of Fund, described by CEO Radhika Gupta as a “simple, timeless dal chawal solution.” The NFO, open until August 26, allocates 65% to domestic equity, 10% each to gold and silver, and 15% to fixed income.
All Time Plastics mobilises Rs 120 cr from anchor investors ahead of IPO
All Time Plastics garnered Rs 120 crore from anchor investors, including Ashoka India Equity Investment Trust PLC and Canara Robeco MF, ahead of its IPO. The IPO, opening August 7 with a price band of Rs 260-275, comprises a fresh issue and offer-for-sale, totaling Rs 401 crore. The company will use the funds for expansion and debt payment.
Large caps are the new debt? Radhika Gupta says investors have forgotten asset allocation buckets
Radhika Gupta, CEO of Edelweiss MF, highlighted a shift in investor risk appetite, noting that large-caps are now seen as debt-like and private markets as equity. She emphasized the growing relevance of smart passive strategies in the Nifty500 space, particularly the Multicap Momentum Quality 50 index for balanced, diversified exposure.
Best large cap mutual funds to invest in August 2025
If you are interested in investing in large cap mutual funds to take care of your long-term financial goals, here are our recommended large cap schemes for August 2025. You may invest in these schemes with a minimum investment horizon of five to seven years.
Edelweiss MF CEO Radhika Gupta slams fashion brand for selling Lucknowi mukaish overcoat for Rs 1.7 cr: ‘World loves Indian craftsmanship but..’
Radhika Gupta, CEO of Edelweiss Mutual Fund, has criticized a luxury fashion brand for allegedly exploiting Lucknowi mukaish embroidery on a $200,000 coat without acknowledging the Indian artisans or the craft's origin. Gupta highlighted the issue of cultural appropriation, where Indian crafts are celebrated visually but stripped of their heritage and the creators' credit.
‘Save, but also spend’: Edelweiss MF CEO Radhika Gupta's advice to aggressive SIP investors
Radhika Gupta advises investors to balance saving and spending. She encourages enjoying the present alongside planning for the future. SIP contributions reached record highs in June. New SIP registrations and contributing accounts also increased.
Who is Madhu Lunawat? The first Indian woman to launch a mutual fund business
The Wealth Company, a Pantomath Group entity led by Madhu Lunawat, has secured Sebi's approval, marking the first Indian fund house founded by a woman. Lunawat, an experienced professional from Infosys, ASREC, and Edelweiss, aims to democratize wealth creation, particularly in Tier-3 markets. The company has already filed four Scheme Information Documents, signaling its ambitious entry into the Rs 74.
Fitter & Stronger: Midcaps outperform smallcaps in long term
Mutual funds focusing on midcap stocks have shown strong returns for SIP investors over time. Nifty Midcap 150 TRI has surpassed Nifty Smallcap 250 TRI in 10 and 15-year returns. Midcaps offer better risk-adjusted returns and stronger fundamentals. Recent MF inflows have significantly impacted midcap valuations.
IndiQubeSpaces raises over Rs. 314 crore from anchor investors
IndiQube Spaces Limited garnered over Rs. 314.32 crores from anchor investors at ₹237 per share, attracting prominent names like Aditya Birla Sun Life MF and Invesco India. The IPO, priced between ₹225 and ₹237, is set to open on July 23, 2025. IndiQube reported a Total Income of Rs.
Madhu Lunawat makes history as first Indian woman to set up a mutual fund business
Madhu Lunawat has become the first Indian woman to independently set up and receive Sebi approval for a mutual fund house. Her firm, The Wealth Company Mutual Fund, part of the Pantomath Group, aims to democratize wealth creation with a strong focus on Tier-3 and beyond markets.
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