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Dhawal Dalal

CIO – Fixed Income at Edelweiss

Dhawal Dalal is named on 30 schemes at Edelweiss, managing there since 26 Nov 2016. Of the 22 ranked with a three-year record, 3-year CAGR runs from 12.3% (Edelweiss Aggressive Hybrid Fund - Direct Plan - growth) down to 6.0% (Edelweiss Overnight Fund - Direct Plan - Growth), across Aggressive Hybrid Fund, Equity Savings, Dynamic Asset Allocation or Balanced Advantage and 9 more categories. Returns are computed from AMFI NAV history and are net of expenses; the roles and dates come from Edelweiss's SEBI filings.

Schemes named on
30
Managing since
26 Nov 2016

Background

Qualifications· from the SAI
B.E. (Ahmedabad, Gujarat University) and MBA (University of Dallas, Irving)
Experience
Mr. Dhawal Dalal, aged 53 years, is a B.E. (Gujarat University, Ahmedabad), and MBA (University of Dallas, Texas, USA) by qualification and has an overall work experience of 25+ years mostly in the fixed income investment & research function. Mr. Dalal has joined Edelweiss AMC as Chief Investment Officer – Fixed Income in October 2016 and is key personnel. Prior to joining Edelweiss AMC, he was associated with DSP BlackRock Investment Managers Pvt.Ltd as Executive Vice President and Head of Fixed Income from January 2012 to July 2016, as Sr. Vice President and Head of Fixed Income schemes from January 2006 to December 2011 and as Asst. Vice President for fixed income products from May 1998 to December 2005. Prior to that he was associated with Merrill Lynch Investment Managers as Assistant Portfolio Manager, from August 1996 to April 1998.

Funds Dhawal Dalal manages

22

Named on 30 schemes; the 22 with a three-year record are ranked by 3Y CAGR. Open a fund for NAV history, rolling returns, risk metrics and peer rank.

1Edelweiss Aggressive Hybrid Fund★★★★★+0.1%+12.3%+12.5%0.70%₹3,643Cr
2Edelweiss Equity Savings Fund★★★★★+7.2%+11.0%+9.4%1.14%₹1,344Cr
3Edelweiss Balanced Advantage Fund★★★☆☆+2.3%+10.1%+8.7%0.81%₹12,896Cr
4Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund★★★★☆+5.1%+7.5%—0.20%₹134.09Cr
5Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 Index Fund★★★☆☆+6.0%+7.4%+6.2%0.25%₹2,175Cr
6Edelweiss Multi Asset Allocation Fund★★☆☆☆+6.4%+7.4%—0.79%₹2,665Cr
7Edelweiss Arbitrage Fund★★★★☆+6.7%+7.4%+6.9%1.58%₹14,863Cr
8Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Index FundSmall fund★★★☆☆+5.6%+7.4%—0.20%₹92.72Cr
9Bharat Bond ETF - April 2030—+4.3%+7.4%+6.4%0.02%₹24,942Cr
10Edelweiss Money Market Fund★★★☆☆+6.6%+7.3%+6.5%0.11%₹2,396Cr
11BHARAT Bond ETF- April 2031—+3.8%+7.2%+6.3%0.02%₹13,216Cr
12BHARAT Bond ETF - April 2032—+3.5%+7.2%—0.02%₹10,521Cr
13BHARAT Bond ETF - April 2033—+3.4%+7.1%—0.02%₹6,188Cr
14Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund★★☆☆☆+4.4%+7.0%—0.20%₹140.26Cr
15Bharat Bond FOF - April 2030★★☆☆☆+4.2%+7.0%+6.3%0.04%₹9,224Cr
16BHARAT Bond FOF- April 2031★★☆☆☆+3.6%+7.0%+6.1%0.04%₹4,583Cr
17BHARAT Bond ETF FOF - April 2033★★☆☆☆+3.4%+7.0%—0.04%₹2,128Cr
18Edelweiss Liquid Fund★★★★☆+6.5%+7.0%+6.4%0.10%₹13,834Cr
19Edelweiss Banking and PSU Debt Fund★★★☆☆+4.6%+7.0%+6.0%0.40%₹2,277Cr
20BHARAT Bond ETF FOF - April 2032★★☆☆☆+3.1%+6.8%—0.04%₹4,327Cr
21Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund★★★☆☆+3.0%+6.8%—0.18%₹896.79Cr
22Edelweiss Overnight Fund★★★☆☆+5.2%+6.0%+5.7%0.11%₹288.16Cr

NAV data as of 05 Oct 2026. Role, qualifications and tenure are disclosures from Edelweiss’s Scheme Information Documents and Statement of Additional Information — SEBI filings, not our assessment of anyone. 14 of the 30 scheme assignments come from another of the house’s filings naming them rather than from that scheme’s own document, so that list may be incomplete. Returns are computed from AMFI NAV history; see our methodology. A fund’s performance is not attributable to one person, and nothing here is investment advice.

All Edelweiss funds