Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Edelweiss Multi Asset Allocation
  • Opening:
    5th June 2023
  • Closing:
    19th June 2023
  • Scheme Type:
    Open Ended Multi Asset Allocation Fund
  • Minimum Investment:
    Rs. 5,000/- and multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    0.10% if units are redeemed or switched out on or before 30 days from the date of allotment
  • Thereafter:

Fund Stats


To provide the investors an opportunity to invest in an actively managed portfolio of multiple asset classes.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Bhavesh Jain, Bharat Lahoti, Dhawal Dalal, Amit Vora, Ashish Sood

Asset Allocation

10-80% Equity
10 - 80% Money Market
Comparable existing schemes
Axis Multi Asset Allocation Fund 0.89(6M) 8.64(1Y)
SBI Multi Asset Allocation Fund 4.66(6M) 15.19(1Y)

Fund Prognosis

Idea Distiller

The one product that has it all and also the appeal to a much wider audience. And the fund house needs to work the segment as others are already there.

  • Fund House AAUM:

  • Rs. 12055769.94 Lakhs (as on 31st March 2023)

  • Fund Manager:

  • Combined experience of above 25 years

Scheme DNA 4 fundamentals

  • RISK

OOMP Factor

It seems to be an easy to work fund but it is exactly the opposite. I would remain with proven schemes rather than stick my neck out.