Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | N/A | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth is ₹10.61.
It is better to invest in a fund with a longer track record as Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 - TRI returns, as Funds portfolio is significantly different.
Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth fund’s expense ratio is 0.71%
The process for redemption is
The AUM of Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth is currently ₹729 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and Adani Enterprises and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 25% of fund’s portfolio respectively.
Top three sectors of Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth fund are Others, BFSI and Miscellaneous accounting for 77% of the total portfolio.
Since this is a Hybrid - Multi Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth Fund is Hybrid - Multi Asset Allocation.
Bhavesh Jain and Bharat Lahoti manage the Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth Fund.
Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth current PE ratio is 32.92 and PB ratio is 4.81
The asset allocation of Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth is Stocks : 43.30%, Debt : 56.69% and Gold : 11.35%
The minimum SIP amount for Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth is 0.10% on or before 30 days, Nil after 30 days