Investor FAQs

How do I invest in a mutual fund scheme?

What is a prospectus or offer document?

What should I look for in offer documents?

How are mutual fund issues different from initial public offerings (IPOs)?

Can investors appoint nominees for their investments in mutual fund units?

What is the net asset value (NAV) of a scheme?

What is a load or no-load fund?

What do I get as proof of my holdings?

Can I switch between funds?

Who is the custodian?

How do I evaluate the performance of mutual fund schemes?

If a variety of mutual funds offer schemes are available in the same category, should I choose the scheme with the lowest NAV?

How significant are fund costs while choosing schemes?

What are “Fundamental Attributes” of a scheme?

Are investments in mutual fund units safe?

What are the inherent risks in mutual funds?

Are mutual fund schemes suitable for small investors?

Are mutual funds insured?

How long does it take to transfer units after buying them from the stock markets in case of close-ended schemes?

How long will it take for investors to receive dividends/repurchase proceeds?

What happens to the money I have invested in a mutual fund scheme, if it winds up?

Are ‘mutual benefit’ companies the same as mutual funds?

How do I get my grievances redressed?

Do Mutual Fund schemes have any variants?


This FAQ is for investor’s guidance only. While utmost care has been exercised while preparing the FAQs, Edelweiss Mutual Fund / Edelweiss AMC does not warrant the completeness and absolute accuracy or completeness of this information and disclaims all liabilities, losses and damages arising out of the use of this information. The recipient alone shall be fully responsible / liable for any decision taken on the basis of this material. The recipient should make their own investigation and seek appropriate professional advice. Please read the respective Scheme Information Document of the Scheme(s) and the Statement of Additional Information of the respective schemes carefully before investing.