Edelweiss Multi-Asset Allocation Fund-Direct Plan-Growth Option

Edelweiss Multi-Asset Allocation Fund-Direct Plan-Growth Option of Edelweiss Mutual Fund has asset class type as Multi-Cap. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.39

Age

NA Years

Fund Manager

Bharat Lahoti

AuM (Rs Crores)

6.5147

Asset Class

Multi-Cap

Net Asset Value:

25.02

Rating

2

Benchmark

Crisil Liquid Fund Index,Nifty 50 TRI

Fund Type

Multi Cap

SEBI Category

Multi Asset Allocation

Turnover Ratio(Monthly)

.92 Times

Fund Manager Details:

Bharat Lahoti BE (Electronics & Telecommunication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management. He has an overall work experience of 9 years in the research function of organizations in the financial services sector and he was associated with D.E Shaw India Software Pvt.Ltd. as a Senior Manager - Fundamental Research

Objective:

The objective of the Scheme is to generate returns through capital appreciation by investing in diversified Portfolio of equity and equity-related securities, fixed income instruments and Gold Exchange Traded Funds. However, there is no assurance that the investment objective of the Scheme will be realized.

Top Holdings:

  • Banks (17.46)
  • IT - Software (9.63)
  • Automobile (7.63)
  • Refineries (5.84)
  • FMCG (5.63)
  • Finance (4.56)
  • Tobacco Products (3.72)
  • Pharmaceuticals (3.22)
  • Infrastructure Developers & Operators (2.72)
  • Capital Goods - Electrical Equipment (2.25)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition