Edelweiss Multi Asset Omni FoF Reg Gr
Edelweiss Multi Asset Omni Fund Of Fund Growth mixes stocks and bonds for balanced growth and stability.
What This Strategy Does
CW Expert Research Notes
Consistent Outperformance
The fund has demonstrated resilient benchmark-relative behavior, outperforming in 10 of the past 12 years, highlighting its ability to deliver consistent outcomes across market cycles.
Diversified Multi-Asset Approach
The fund's differentiated investment process employs a diversified multi-asset strategy, with a balanced allocation across equities, bonds, and other asset classes, providing exposure to a diverse range of return drivers and risk factors.
Structural Growth Tailwinds
The fund's portfolio is well-positioned to benefit from structural growth trends in sectors such as technology, healthcare, and consumer cyclicals, with potential catalysts including robust earnings revisions and favorable policy developments.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Detailed Risks
Market Risk
Potential recession in India could dampen consumer demand, impacting fund holdings.
Liquidity Risk
High mid-cap exposure could face liquidity stress during market sell-offs.
Concentration Risk
Concentrated in Indian equities, vulnerable to domestic policy or regulatory shifts.
Specific Strategy Risk
Fund of funds structure adds layered fees, impacting net returns.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Provides diversified exposure across asset classes and market capitalizations, allowing for dynamic allocation shifts to capitalize on changing market conditions. This multi-asset approach aims to smooth returns by rotating capital toward the best risk-reward opportunities, whether that's defensiveness in large caps during uncertainty or growth capture in smaller companies during expansions.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Bhavesh Jain
Bhavesh Jain has experience of 2 years. Manages 48 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹309 Cr
21 years
Combined Team Experience
₹ 28,800 Cr
Assets Under Management
Bharat Lahoti
Co-Portfolio ManagerMr. Bharat Lahoti has experience of 20 years. Manages 177 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹28,490 Cr Holds a MMS degree.
CW Expert Take
Edelweiss brings capital markets expertise to fund management. Their investment teams leverage deep sectoral knowledge from the parent group's domain experience. The fund house combines fundamental research with market structure understanding, useful across equity positioning and credit cycle navigation.
Firm Overview
Investment Philosophy & Approach
Diversified Approach
Edelweiss adopts a multi-asset investment approach to achieve optimal diversification.
Risk Management
Robust risk management framework underpins the investment decision-making process.
Long-Term Focus
Investment strategy is anchored on long-term wealth creation principles.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)