July 25, 2025
RA Jainee
Edelweiss Multi Asset Omni FoF NFO Review – Should You Invest?
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) |
The NFO follows a blended benchmark:
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NIFTY 500 TRI (65%)
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CRISIL Composite Bond Index (15%)
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Domestic Gold Prices (10%) & Silver Prices (10%)
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
The NFO follows a blended benchmark:
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NIFTY 500 TRI (65%) – represents a broad-based large & mid-cap equity index. Over the past 5 years, NIFTY 500 TRI has delivered approx. 16–17% annualized returns, though with high volatility.
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CRISIL Composite Bond Index (15%) – indicates stability from fixed income. The index has given steady 6–7% returns annually with lower risk.
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Domestic Gold Prices (10%) & Silver Prices (10%) – provide hedge and diversification. Over the last 5 years, gold has delivered ~10% CAGR, while silver has shown higher volatility but also strong upside in commodity bull runs.
Overall: The benchmark mix ensures equity-led growth with diversification through debt and precious metals, aiming to reduce downside risks during equity corrections.
[ 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
Past Performance of Fund Managers
1) Bharat Lahoti
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Manages equity-oriented funds.
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Edelweiss Large Cap Fund:
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3-Year CAGR: 18.90% vs benchmark 16.90%
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5-Year CAGR: 20.48% vs benchmark 20.07%
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Edelweiss Equity Savings Fund:
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3-Year CAGR: 12.87% vs 11.96% benchmark
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10-Year CAGR: 9.89% vs 9.36% benchmark
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Track record: Consistent outperformance with controlled volatility.
2) Bhavesh Jain
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Specialist in index and hybrid funds.
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Edelweiss Nifty 50 Index Fund: closely mirrors benchmark, minimal tracking error.
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Edelweiss Balanced Advantage Fund:
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3-Year CAGR: 13.21% vs benchmark 14.72%
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5-Year CAGR: 14.21% vs 15.71% benchmark
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Track record: Delivers close-to-benchmark performance, suited for asset allocation mandates.
Overall Manager Verdict: Both managers bring complementary strengths – Lahoti in active equity outperformance and Jain in passive/asset allocation strategies.
If interested, pl study Peer comparison of this fund @ Peer Comparisons
Sahifund Verdict
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Strengths: Diversified allocation across equity, debt, gold, and silver; experienced managers; strong track record in both active and hybrid strategies.
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Risks: “Very High” risk profile due to 65% equity allocation; gold and silver add volatility.
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Suitability: Investors seeking multi-asset exposure with moderate stability vs pure equity funds may find this attractive. Ideal for medium to long-term horizons (5+ years).
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Sahifund View: A balanced diversification tool. Good option for investors who want an all-in-one fund to capture equity growth, fixed income stability, and commodity hedging.
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Edelweiss Multi Asset Omni FoF NFO opens on 12 August 2025 and closes on 26 August 2025.
It is an open-ended Multi Asset Allocation fund investing in equity, debt, gold, and silver ETFs.
You can start with just Rs. 100.
The scheme will be managed by Bharat Lahoti (Equity expertise) and Bhavesh Jain (Asset allocation expertise).
If you are a long-term investor seeking diversified exposure across asset classes with a single fund, this NFO is worth considering. Short-term or conservative investors should be cautious due to high equity and commodity exposure
Currently, leading multi-asset funds like HDFC Multi Asset Fund (3Y CAGR ~13%), ICICI Prudential Multi Asset Fund (3Y CAGR ~12.5%), and Nippon India Multi Asset Fund (3Y CAGR ~12%) have delivered steady long-term returns with diversified portfolios.
The new Edelweiss scheme will compete in this category with a unique allocation mix (equity + debt + gold + silver). Since it is a fresh NFO, actual track record will build over time. Investors looking for diversification may consider this fund alongside existing peers. (If
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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