Edelweiss Multi Asset Allocation Fund- Direct Plan Growth
Hybrid | Multi Asset Allocation
3Y Returns
NA
Min SIP
₹300
Min Lumpsum
₹5000
Expense Ratio
0.36%
Fund Size
₹248 Cr
Inception Date
19-Jun-23
Fund Manager
Bhavesh Jain & Bharat Lahoti
Exit Load
0.10% on or before 30D, Nil after 30D.
Overall Fund Zi Tag
Asset Allocation
Equity
39.83%
Debt & Others
60.17%
Market Cap Allocation
Large Cap
31.66%
Mid Cap
7.94%
Small Cap
0.23%
Other Cap
60.17%
Investment Objective
To Provide The Investors An Opportunity To Invest In An Actively Managed Portfolio Of Multiple Asset Classes. However, There Is No Assurance That The Investment Objective Of The Scheme Will Be Realized And The Scheme Does Not Assure Or Guarantee Any Returns.
Fund House Detail
AMC Name
Edelweiss Asset Management Limited
Address
Edelweiss HouseOff. C.S.T Road, Kalina,Mumbai - 400 098
Edelweiss Multi Asset Allocation Fund
1Y
NA
3Y
NA
5Y
NA
Icici Prudential Multi-Asset Fund
1Y
24.62%
3Y
30.08%
5Y
17%
Quant Multi Asset Fund
1Y
14.11%
3Y
29.45%
5Y
22.95%
Aditya Birla Sun Life Financial Planning Fund
1Y
19.7%
3Y
20.18%
5Y
13.79%
Nippon India Multi Asset Fund
1Y
20.72%
3Y
18.35%
5Y
NA
Hdfc Multi-Asset Fund
1Y
16.15%
3Y
17.53%
5Y
13.52%
Aditya Birla Sun Life Financial Planning Fund
1Y
16.21%
3Y
15.8%
5Y
11.74%
Axis Multi Asset Allocation Fund
1Y
9.92%
3Y
15.62%
5Y
12.99%
Uti - Multi Asset Fund
1Y
20.98%
3Y
14.96%
5Y
10.31%
Aditya Birla Sun Life Financial Planning Fund
1Y
13.53%
3Y
11.91%
5Y
9.76%
Bandhan Asset Allocation Fund
1Y
12.04%
3Y
11.82%
5Y
8.92%
Quantum Multi Asset Fund Of Funds
1Y
12.58%
3Y
10.14%
5Y
9.03%
Motilal Oswal Multi Asset Fund
1Y
17.64%
3Y
8.84%
5Y
NA
Franklin India Multi - Asset Solution Fund Of Funds
1Y
13.97%
3Y
NA
5Y
6.72%
Icici Prudential Passive Multi-Asset Fund Of Funds
1Y
18.39%
3Y
NA
5Y
NA
SEBI RIA: INA000018133
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: VS Binu, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The information is only for consumption by the client and such material should not be redistributed.