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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.40 | 7.26 | 2.34 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.18 | 7.26 | 1.78 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.10% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
CRISIL Short Term Bond Index |
Multi asset allocation funds invest in multi assets comprising of debt, equity and gold. The fund have minimum of 10% allocation in each asset class.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Edelweiss Multi Asset Allocation Fund(IDCW) | 8.63% | — | 8.05% |
ICICI Pru Multi-Asset Fund(IDCW-Payout) | 18.15% | 15.29% | 10.15% |
Kotak Multi Asset Allocation Fund(IDCW Payout) | 23.85% | — | 26.15% |
SBI Multi Asset Allocation Fund(M-IDCW Payout) | 18.88% | 15.61% | 8.93% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Debt
Others
Holdings
2.89 %
Holdings
2.80 %
Holdings
1.67 %
Edelweiss Asset Management Limited (EAML) is part of the Investment & Advisory line of Business of Edelweiss Group. EMAL is one of the fastest growing and young AMCs’ in India.
No.of Schemes
50
Total AUM
₹ 1,04,940.70 Cr.
Bhavesh Jain
AUM: ₹39,337.22 Cr.
|
Exp: 5yrs
Bharat Lahoti
AUM: ₹26,473.91 Cr.
|
Exp: 9yrs
Rahul Dedhia
AUM: ₹70,358.39 Cr.
|
Exp: —
Pranavi Kulkarni
AUM: ₹59,004.89 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%