Edelweiss Multi Asset Allocation Fund(G)-Direct Plan

Multi Asset Allocation Fund
1 Finance Score:64 /100
1 Finance Rank

This fund ranks 10th out of 28 funds in its category.

10
AUM 1,577 Cr
Expense Ratio0.39%

Strengths and Weaknesses

thub-like

Low expense ratio compared to its category average.

thub-like

Limiting losses during market downturns is a key feature of this fund's risk management strategy.

thub-like

Under the debt allocation portfolio, the fund holds high-quality bonds and securities, along with a well-diversified portfolio.

thub-like

Under the debt allocation, the fund has potential for higher returns due to its high Net Yield to Maturity (YTM).

thub-dislike

Limited ability to outperform the benchmark.

Who should invest? 

Investors with a lower risk appetite who seek diversification across multiple asset classes, such as equity, debt, gold, etc, should contemplate this fund as a suitable option

Who should avoid? 

Investors who prefer to focus solely on one type of asset class should avoid this fund..

This analysis is updated as on March 2025.

Disclaimer

The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.

Featured List

Optimise your portfolio with mutual fund advisory!

Talk to a financial advisor

Optimise your portfolio with mutual fund advisory!

Talk to a financial advisor

Did you know?

Hybrid funds invest in multiple asset classes, combining equities and debt, and sometimes even assets like gold and silver. This diversification renders them less volatile than pure equity funds.
Conservative investors frequently lean towards hybrid funds owing to their diminished volatility in comparison to pure equity funds.
Categories like the 'Balanced Advantage Fund' can adjust their equity and debt allocation according to market conditions, providing a high level of flexibility.
There exist six distinct categories of hybrid funds, each with unique investment strategies. Seeking qualified advice when venturing into these investments is advisable.