Edelweiss Multi Asset Allocation Fund - Direct Plan - Growth

Mutual Fund · Hybrid Scheme - Multi Asset Allocation · As of 18 Oct 2026, 6:58 pm

Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.

DalalBaazaar Score

71/ 100

Good

Weighted across five categories. Every point is explained below.

• 3.3 years of history

Investment Checklist

3 / 4 checks passed

✓ Positive 3-year track record
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)

NAV history

Key Metrics

Latest NAV

₹12.70

As of

16 Oct 2026

Fund History Available

3.3 yrs

1Y Return (CAGR)

6.3%

Moderate

3Y Return (CAGR)

7.5%

Annualized Volatility

2.0%

Relatively stable

Sharpe Ratio (est.)

0.40

Moderate

Max Drawdown

-1.8%

Contained

Category Peer Comparison

Scheme	1Y Return
Kotak Multi Asset Allocation Fund-Growth - Direct	—
SBI MULTI ASSET ALLOCATION FUND - Direct Plan - Growth	4.8%
Tata Multi Asset Allocation Fund - Direct Plan - Growth Option	-0.7%
Sundaram Multi Asset Fund Direct Growth	—

SIP / Lumpsum Calculator

Total Invested

₹6,00,000

Estimated Maturity Value

₹7,25,622

Estimated Gain

₹1,25,622

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Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.