July 25, 2025
mayank
Edelweiss Multi Asset Omni FoF details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
1. NFO Open date, Close date
2. NFO Investment Strategy
3. Basic Details NFO
4. Benchmark Index NFO
5. Fund Manager | Performance Review of Fund Manager
6. Should You Invest in this NFO?
7. Invest Online
What is the Edelweiss Multi Asset Omni FoF Open Date, Close Date?
NFO opens on August 12, 2025
NFO will close on August 26, 2025
Investment Strategy for this NFO?
The scheme seeks to generate capital appreciation and income through a diversified portfolio of equity, debt, and Gold & Silver ETFs.
Basic Details
| Fund House | Edelweiss Mutual Fund |
| Issue Open | 12 August 2025 |
| Issue Close | 26 August 2025 |
| Type | Open-ended |
| Category | Hybrid: Multi Asset Allocation |
| Min. Investment(Rs) | 100 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 90 days |
| Riskometer | Very High |
| Benchmark | NIFTY 500 TRI (65), CRISIL Composite Bond Index (15), Domestic Prices of Gold (10), Domestic Prices of Silver (10) |
About Benchmark Index for this NFO?
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Fund Managers of Edelweiss Multi Asset Omni FoF
1) Bharat Lahoti
Education: Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies
Experience: Prior to joining Edelweiss Asset Management Limited as a Fund Manager – Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager – Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.
2) Bhavesh Jain
Education: Mr. Jain is a MMS (Finance) from Mumbai University.
Experience: Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
AMC
Edelweiss Asset Management Ltd.
Address: Edelweiss House Off C.S.T. Road, Kalina Mumbai – 400098
Website: http://www.edelweissmf.com
Registrar & Transfer Agent
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: https://mfs.kfintech.com/mfs/
Review for Edelweiss Multi Asset Omni FoF @ sahifund.com by Paresh Gordhandas, C.A. & Research Analyst
[ A ] Benchmark Performance of NIFTY 500 TRI (65), CRISIL Composite Bond Index (15), Domestic Prices of Gold (10), Domestic Prices of Silver (10)
Performance
| Index Returns (%)# | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | – | – | – | – | – |
| Total Return | – | – | – | – | – |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | – | – | – |
| Beta (NIFTY 50) | – | – | – |
| Correlation (NIFTY 50) | – | – | – |
Fundamentals
| P/E | P/B | Dividend Yield |
| – | – | – |
Study about Benchmark Index in details
Note on Benchmark Performance:
X
[ B ] Performance Review of the Fund Managers of this NFO
Past Performance of Bharat Lahoti
| Fund | Edelweiss Large Cap Fund | It’s Benchmark | Edelweiss Equity Savings Fund | It’s Benchmark |
| 1 Year | 2.28 | 3.23 | 9.44 | 5.11 |
| 3 Year | 18.90 | 16.90 | 12.87 | 11.96 |
| 5 Year | 20.48 | 20.07 | 12.01 | 12.10 |
| 7 Year | 14.57 | 14.17 | 10.50 | 9.92 |
| 10 Year | 13.50 | 13.23 | 9.89 | 9.36 |
As on 25-7-2025
Past Performance of Bhavesh Jain
| Fund | Edelweiss Nifty 50 Index Fund | It’s Benchmark | Edelweiss Balanced Advantage Fund | It’s Benchmark |
| 1 Year | 3.76 | 3.23 | 2.67 | 3.78 |
| 3 Year | 15.32 | 16.90 | 13.21 | 14.72 |
| 5 Year | — | — | 14.21 | 15.71 |
| 7 Year | — | — | 11.68 | 11.97 |
| 10 Year | — | — | 10.14 | 11.20 |
As on 25-7-2025
Note on Fund Managers’ performance
X
[ C ] Our NFO Review
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Is it good to invest in Edelweiss Multi Asset Omni FoF NFO?
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
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