Edelweiss Multi Asset Omni Fund of Fund

Introduction

In today’s unpredictable markets, relying on just one asset class can be risky. That’s where the Edelweiss Multi Asset Omni Fund of Fund (FoF) comes in. This open-ended scheme invests across equity, debt, gold, and silver ETFs — giving investors diversification, risk reduction, and long-term growth potential in one portfolio.

What is the Edelweiss Multi Asset Omni Fund of Fund?

It’s a multi-asset allocation fund of funds that invests in a mix of:

• Equity-oriented schemes for growth
• Debt-oriented schemes for stability
• Gold & Silver ETFs for inflation hedging and diversification

NFO Period: 12th – 26th August 2025

Why Choose Multi-Asset Investing?

1. Diversification Across Market Cycles

• Equity delivers high growth potential
• Debt cushions against market volatility
• Gold & Silver act as safe havens during crises

2. Reduced Portfolio Volatility

In the last 15 years, no single asset class has topped every year — multi-asset allocation helps smooth returns over time.

3. Behavioral Discipline

Dynamic asset allocation reduces emotional investing decisions, keeping you focused on long-term goals.

How the Fund Allocates Investments

Indicative Allocation:

• Equity: 65% – 80%
• Debt: 10% – 25%
• Gold & Silver ETFs: 10% – 25%

Equity Strategy: Predominantly large & mid-cap, plus selective sector/thematic plays.
Debt Strategy: G-Secs, SDLs, AAA corporate bonds with 1–5 years Macaulay duration.
Precious Metals Strategy: Equal allocation to gold & silver ETFs for balanced exposure.

Performance Advantage

Back-tested data shows that multi-asset portfolios (Equity + Debt + Gold + Silver) have historically delivered better risk-adjusted returns compared to equity-only or hybrid strategies.

Example:

• 3-Year Average Rolling Return (MAAS): ~15%

Lower Volatility (SD): ~10.75% vs higher SD in aggressive hybrid funds

Key Benefits for Investors

• All-in-One Portfolio – No need to manage multiple funds individually
• Tax Efficiency – More efficient than investing in each asset separately
• Crisis Protection – Gold & silver support returns in bearish markets

Low Minimum Investment – Start with just ₹100

Who Should Invest?

This fund is suitable for:

• Investors seeking long-term capital appreciation
  
• Those wanting exposure to multiple asset classes in one scheme
• Investors who prefer lower volatility with steady growth potential

Final Thoughts

The Edelweiss Multi Asset Omni Fund of Fund is designed to be an all-weather portfolio, blending growth, safety, and diversification. Whether markets are bullish, bearish, or flat, this strategy aims to keep your investments balanced and on track. NFO Closes on 26th August 2025— Don’t miss this opportunity to invest in a smart, diversified solution for your financial future.