myplexus

NFO Monitor

Fund Fact

Name of Funds:

Edelweiss Multi Asset Allocation

Opening:

5th June 2023

Closing:

19th June 2023

Minimum Investment:

Rs. 5,000/- and multiples of Re. 1/- thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

0.10% if units are redeemed or switched out on or before 30 days from the date of allotment

Fund Stats

Objective:

To provide the investors an opportunity to invest in an actively managed portfolio of multiple asset classes.

Benchmark:

NIFTY 500

Fund Manager:

Bhavesh Jain, Bharat Lahoti, Dhawal Dalal, Amit Vora, Ashish Sood

Asset Allocation

10-80% Equity 10 - 80% Money Market

10 - 80% Debt upto 10% Others

Comparable existing schemes

Axis Multi Asset Allocation Fund	0.89(6M)	8.64(1Y)
SBI Multi Asset Allocation Fund	4.66(6M)	15.19(1Y)

Fund Prognosis

Idea Distiller

The one product that has it all and also the appeal to a much wider audience. And the fund house needs to work the segment as others are already there.

Fund House AAUM:
Rs. 12055769.94 Lakhs (as on 31st March 2023)
Fund Manager:
Combined experience of above 25 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

It seems to be an easy to work fund but it is exactly the opposite. I would remain with proven schemes rather than stick my neck out.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity of ARN: 14th May 2025 to 23rd May 2028