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

(Erstwhile Edelweiss Prudent Advantage Fund - Regular Plan - Growth Option)

Category: Hybrid: Multi Asset Allocation
Launch Date: 12-08-2009
Asset Class: Mixed Asset
Benchmark: 50% Nifty 50 TRI+50% Crisil Liquid Fund Index
Expense Ratio: 2.52% As on (31-08-2018)
Status: Open Ended Schemes(Hybrid Scheme - Multi Asset Allocation) for subscription
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 6.65 Cr As on (31-08-2018)
Turn over: 92%
NAV as on 19-10-2018

23.5

-0.2 (-0.8511%)

CAGR Since Inception

9.77%

PERFORMANCE of Edelweiss Multi-Asset Allocation Fund - Regular Plan - Growth Option

Scheme Performance (%)

Data as on - 19-10-2018

Yearly Performance (%)

Fund Managers

Mr. Bharat Lahoti

Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies Prior to joining Edelweiss Asset Management Limited as a Fund Manager - Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.

Investment Objective

The scheme seeks to generate returns through a combination of dividend income and capital appreciation by investing in a well diversified portfolio of Value Stocks

RETURNS CALCULATOR for Edelweiss Multi-Asset Allocation Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Edelweiss Multi-Asset Allocation Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Edelweiss Multi-Asset Allocation Fund - Regular Plan - Growth Option 11.4 0.31 -4.47 0.8 - -
Hybrid: Multi Asset Allocation - - - - - -

PEER COMPARISION of Edelweiss Multi-Asset Allocation Fund - Regular Plan - Growth Option

Period
Data as on - 19-10-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Edelweiss Multi-Asset Allocation Fund - Regular Plan - Growth Option 12-08-2009 -1.51 5.26 5.82 12.66 0.0
Sundaram Multi Asset Fund Growth 18-05-2011 3.62 6.35 5.93 6.66 0.0
Union Asset Allocation Fund - Growth Option 25-06-2012 2.55 4.02 5.48 6.66 0.0
ICICI Prudential Multi-Asset Fund - Growth 31-10-2002 1.75 9.53 10.82 14.98 17.44
UTI - Multi Asset Fund - Regular Plan - Growth Option 19-11-2008 0.94 4.9 5.41 7.58 0.0
SBI MULTI ASSET ALLOCATION FUND - REGULAR PLAN - GROWTH 21-12-2005 0.69 4.18 6.38 9.28 8.8
Essel 3 in 1 Fund-Growth 05-04-2011 0.69 3.05 4.96 6.39 0.0
Franklin India Multi - Asset Solution Fund - Growth Plan 28-11-2014 -1.29 3.35 4.68 0.0 0.0
Edelweiss Multi-Asset Allocation Fund- Plan B-Growth Option 16-06-2009 -1.49 5.26 5.82 12.69 0.0
HDFC Multi-Asset Fund -Growth Option 17-08-2005 -2.01 2.85 5.39 8.79 9.59

PORTFOLIO ANALYSIS of Edelweiss Multi-Asset Allocation Fund - Regular Plan - Growth Option

Asset Allocation (%)

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