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Edelweiss Multi Asset Allocation Fund - Regular Plan - IDCW Option

Edelweiss · Multi Asset
Moderate
₹12.16
Current NAV
29 Oct 2026
2.3%
1Y Return
6.0%
3Y CAGR
15.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹22,730 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Multi Asset mandate.
Cons / Risks
  • Higher expense ratio (2.08%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.68
Sharpe Ratio
0.88
Beta
-1.32
Alpha
0.87
Sortino
Fund Details
Fund House Edelweiss
Category Multi Asset
AUM ₹22730 Cr
Expense Ratio 2.08%
Min SIP ₹500
Min Lumpsum ₹1000
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