Edelweiss Multi Asset Allocation Fund Direct growth

Hybrid • Multi Asset • Direct growth

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Insufficient fund history to generate its report card

Credit Rating
Average credit rating
AAA (Highest)

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Hybrid

Multi Asset

Direct growth

Launched On
23 Jun 2023
3 years ago
Lock-in Period
No lock-in
NAV
as of 25 Jun 2026
₹12.5156
+0.0168% (0.10)
AUM
₹2,592 Cr
Expense ratio
0.48%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units sold anytime

As per tax slab

Exit Load

If units sold before 90D

0.25%

If units sold after 90D

0%

What's in this fund?

Credit Rating
Sectors
Holdings
Financial Services

Financial Services

28.38%
Basic Materials

Basic Materials

26.25%
Communication Services

Communication Services

23.38%
Energy

Energy

6.34%
Technology

Technology

4.76%

Fund House

Edelweiss

Edelweiss

Inc: 14 Jun 2007 • Total AUM: ₹1,51,964 Cr • Rank #14
Edelweiss Mutual Fund, started in 2009, has Edelweiss as its sponsor. The fund house is headed by Radhika Gupta as the CEO. As of 31 March 2024, it has an AUM of ₹1,61,815 Cr.

Fund Managers

Kedar Karnik

Experience: 9.48 yrs • Total AUM: 2,94,072 Cr

Bhavesh Jain

Experience: 12.88 yrs • Total AUM: 4,79,883 Cr

Bharat Lahoti

Experience: 8.76 yrs • Total AUM: 3,39,359 Cr

Amit Vora

Experience: 5.35 yrs • Total AUM: 2,49,477 Cr

Rahul Dedhia

Experience: 8.53 yrs • Total AUM: 10,49,219 Cr

Risk

Category risk
Very low
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.