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HybridMulti Asset AllocationDirect · Growth

Edelweiss Multi Asset Allocation Fund - Direct Plan - Growth

Edelweiss · Scheme 151792

12.60 0.03%NAV · 2026-08-05
53
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
7.7%
Risk level
Low to Moderate
Min SIP
Benchmark
Multi-asset composite index

NAV Growth

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Historical returns

PeriodReturn
1 Month+0.53%
3 Months+2.23%
6 Months+3.46%
1 Year+6.52%
3 Years (CAGR)+7.71%
5 Years (CAGR)
10 Years (CAGR)
Since Launch+7.69%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns13
Consistency50
Risk-adjusted47
Downside protection100
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Volatility: 2% annualised
  • Max drawdown: -2%
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR: +7.7%
  • 3Y CAGR vs category: -8.5% vs category avg
  • Sharpe ratio: 0.64
  • Sortino ratio: 0.79

Risk metrics

Sharpe ratio
0.64
Sortino ratio
0.79
Volatility
1.95%
Max drawdown
-1.77%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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