Edelweiss NIFTY Large Midcap 250 Index Fund vs UTI Multi Asset Allocation Fund
Direct Plan, Growth option · Data as on 30-10-2026
Edelweiss NIFTY Large Midcap 250 Index Fund is an Index fund and UTI Multi Asset Allocation Fund is a Multi Asset fund. In the 3 years to 30-10-2026, Edelweiss NIFTY Large Midcap 250 Index Fund (Direct) returned 11.2% a year and UTI Multi Asset Allocation Fund (Direct) returned 13.7% a year. Edelweiss NIFTY Large Midcap 250 Index Fund charges 0.37% a year and UTI Multi Asset Allocation Fund 0.89% (Direct plans). Their portfolios overlap 38.1%: they hold 72 of the same securities.
Edelweiss NIFTY Large Midcap 250 Index Fund
Index
- 3 year return
- 11.2%
- Expense ratio
- 0.37%
- NAV
- ₹16.25
UTI Multi Asset Allocation Fund
Multi Asset
- 3 year return
- 13.7%
- Expense ratio
- 0.89%
- NAV
- ₹84.24
Which is better, Edelweiss NIFTY Large Midcap 250 Index or UTI Multi Asset Allocation? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- UTI Multi Asset Allocation returned more over 3 years: 13.7% a year against 11.2%.
- UTI Multi Asset Allocation returned more over 1 year: −2.4% against −6.8%.
- Edelweiss NIFTY Large Midcap 250 Index costs less: 0.37% a year against 0.89% (Direct plans).
- UTI Multi Asset Allocation swung less over 3 years: a standard deviation of 9.6% a year against 14.8%.
- UTI Multi Asset Allocation fell less in its worst fall since 03-12-2021: −11.4% against −18.9%.
- UTI Multi Asset Allocation is the larger fund: ₹6,634 Cr against ₹332 Cr.
- Their portfolios overlap 38.1%: 72 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Edelweiss NIFTY Large Midcap 250 Index Fund | UTI Multi Asset Allocation Fund |
|---|---|---|
| Fund house | Edelweiss Mutual Fund | UTI Mutual Fund |
| Category | Index | Multi Asset |
| AUM | ₹332 Cr (30-09-2026) | ₹6,634 Cr (30-09-2026) |
| NAV | ₹16.25 (Direct) | ₹84.24 (Direct) |
| Expense ratio (Direct) | 0.37% | 0.89% |
| Expense ratio (Regular) | 1.08% | 1.82% |
| Riskometer | Very High | Very High |
| Benchmark | Nifty LargeMidcap 250 TRI | 65% BSE 200 TRI + 25% CRISIL Composite Bond Index + 7% Domestic Price of Gold + 2% Domestic Price of Silver + 1% iCOMDEX |
| Launch date | 01-12-2021 | 19-11-2008 |
| Minimum investment | ₹100 | Regular Plan-Growth- Rs.5000, Regular Plan-Reinvestment of IDCW- Rs.5000, Regular Plan-Payout of IDCW- Rs.5000, Direct Plan-Growth- Rs.5000, Direct Plan-Reinvestment of IDCW- Rs.5000, Direct Plan-Payout of IDCW- Rs.5000, |
| Lock in | None | None |
| Fund managers | Bhavesh Jain, Manasi Jalgaonkar | Sharwan Kumar Goyal FM 1, Lokesh Kulthia - FM 2, Jaydeep Bhowal -FM 3 |
| Exit load | Nil | Exit load of 1%, if redeemed within 30 days. |
Edelweiss NIFTY Large Midcap 250 Index vs UTI Multi Asset Allocation: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Edelweiss NIFTY Large Midcap 250 Index Fund (Direct) | −1.34% | −6.96% | −3.56% | −6.79% | +11.15% | -- | -- |
| UTI Multi Asset Allocation Fund (Direct) | −1.18% | −4.84% | −2.52% | −2.35% | +13.70% | +12.29% | +10.69% |
| Multi Asset average | −1.71% | −3.33% | −1.78% | +2.00% | +14.20% | +12.56% | +12.92% |
Category average: the average of the 37 Multi Asset funds, same plan type.
Edelweiss NIFTY Large Midcap 250 Index vs UTI Multi Asset Allocation: Year-wise Returns
| Year | Edelweiss NIFTY Large Midcap 250 IndexEdelweiss NIFTY Large Midcap 250 Index | UTI Multi Asset AllocationUTI Multi Asset Allocation |
|---|---|---|
| 2026to date | −7.38% | −4.97% |
| 2025 | +7.89% | +12.42% |
| 2024 | +18.30% | +21.90% |
| 2023 | +32.04% | +30.21% |
| 2022 | +4.04% | +5.34% |
| 2021 | -- | +12.69% |
Edelweiss NIFTY Large Midcap 250 Index vs UTI Multi Asset Allocation: Rolling Returns
Every holding period of both funds, against NIFTY LargeMidcap 250 TRI, the benchmark of Edelweiss NIFTY Large Midcap 250 Index Fund
Rolling returns
Every 3-year holding period, 472 of them, one for each trading day from 03-12-2024 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Edelweiss NIFTY Large Midcap 250 Index Fund (Direct)
UTI Multi Asset Allocation Fund (Direct)
NIFTY LargeMidcap 250 TRI
to
Jan 2025May 2022
to
May 2025Sept 2022
to
Sept 2025Jan 2023
to
Jan 2026May 2023
to
May 2026Sept 2023
to
Sept 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Edelweiss NIFTY Large Midcap 250 Index | 0.0 | 0.0 | 0.6 | 18.9 | 67.4 | 13.1 | 0.0 | 17.3% | 17.6% | 9.7% | 25.0% | 0% |
| UTI Multi Asset Allocation | 0.0 | 0.0 | 0.0 | 5.9 | 53.5 | 40.6 | 0.0 | 19.2% | 19.4% | 13.2% | 24.3% | 88% |
| NIFTY LargeMidcap 250 TRI | 0.0 | 0.0 | 0.0 | 16.5 | 66.7 | 16.3 | 0.4 | 17.7% | 18.0% | 10.1% | 25.5% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is NIFTY LargeMidcap 250 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 03-12-2021. Past returns do not promise future returns.
Edelweiss NIFTY Large Midcap 250 Index vs UTI Multi Asset Allocation: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 03-12-2021 to 30-10-2026: 59 instalments, ₹5,90,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Edelweiss NIFTY Large Midcap 250 IndexEdelweiss NIFTY Large Midcap 250 Index Fund (Direct) | ₹5,90,000 | ₹7,30,837 | ₹1,40,837 | 8.7% |
| UTI Multi Asset AllocationUTI Multi Asset Allocation Fund (Direct) | ₹5,90,000 | ₹7,80,276 | ₹1,90,276 | 11.3% |
Edelweiss NIFTY Large Midcap 250 IndexEdelweiss NIFTY Large Midcap 250 Index Fund (Direct)
UTI Multi Asset AllocationUTI Multi Asset Allocation Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Edelweiss NIFTY Large Midcap 250 Index vs UTI Multi Asset Allocation: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Edelweiss NIFTY Large Midcap 250 Index Fund (Direct) | UTI Multi Asset Allocation Fund (Direct) |
|---|---|---|
| Return (CAGR) | −6.79% | −2.35% |
| Standard deviation | 14.80% | 11.67% |
| Sharpe ratio | -0.81 | -0.65 |
| Sortino ratio | -1.09 | -0.86 |
| Maximum drawdown | −14.4% (31-03-2026) | −11.0% (23-03-2026) |
| Beta | 1.00 | -- |
| Alpha | −0.33% | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss NIFTY Large Midcap 250 Index Fund (Direct) | UTI Multi Asset Allocation Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.15% | +13.70% |
| Standard deviation | 14.82% | 9.63% |
| Sharpe ratio | 0.35 | 0.80 |
| Sortino ratio | 0.47 | 1.10 |
| Maximum drawdown | −18.9% (28-02-2025) | −11.0% (23-03-2026) |
| Beta | 1.00 | -- |
| Alpha | −0.37% | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss NIFTY Large Midcap 250 Index Fund (Direct) | UTI Multi Asset Allocation Fund (Direct) |
|---|---|---|
| Return (CAGR) | +10.56% | +9.59% |
| Standard deviation | 14.70% | 10.26% |
| Sharpe ratio | 0.32 | 0.35 |
| Sortino ratio | 0.43 | 0.47 |
| Maximum drawdown | −18.9% (28-02-2025) | −25.0% (23-03-2020) |
| Beta | 1.00 | -- |
| Alpha | −0.41% | -- |
From daily NAVs, 03-12-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Edelweiss NIFTY Large Midcap 250 Index Fund (Direct)
UTI Multi Asset Allocation Fund (Direct)
NIFTY LargeMidcap 250 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Edelweiss NIFTY Large Midcap 250 Index Fund (Direct) | −18.9% | 26-09-2024 | 28-02-2025 | 02-01-2026 | 10 months | −8.7% |
| UTI Multi Asset Allocation Fund (Direct) | −11.4% | 17-01-2022 | 20-06-2022 | 16-08-2022 | 57 days | −7.0% |
| NIFTY LargeMidcap 250 TRI | −18.8% | 26-09-2024 | 28-02-2025 | 17-11-2025 | 9 months | −8.6% |
From daily values since 03-12-2021, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss NIFTY Large Midcap 250 Index Fund (Direct)
UTI Multi Asset Allocation Fund (Direct)
NIFTY LargeMidcap 250 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss NIFTY Large Midcap 250 Index Fund (Direct)
UTI Multi Asset Allocation Fund (Direct)
NIFTY LargeMidcap 250 TRI
Against NIFTY LargeMidcap 250 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Edelweiss NIFTY Large Midcap 250 Index Fund (Direct) | 99% | 101% | 0.13% |
| UTI Multi Asset Allocation Fund (Direct) | 73% | 48% | 6.94% |
From month-end values since 03-12-2021. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Edelweiss NIFTY Large Midcap 250 Index vs UTI Multi Asset Allocation: Portfolio Overlap
From each fund's latest monthly portfolio: Edelweiss NIFTY Large Midcap 250 Index Fund, September 2026; UTI Multi Asset Allocation Fund, September 2026
Holdings in common
- Overlap
- 38.1%
- Held by both
- 72
- Only in Edelweiss NIFTY Large Midcap 250 Index
- 178
- Only in UTI Multi Asset Allocation
- 54
| Security | % of Edelweiss NIFTY Large Midcap 250 Index | % of UTI Multi Asset Allocation |
|---|---|---|
| ICICI Bank Ltd. | 3.67% | 3.23% |
| HDFC Bank Ltd. | 4.21% | 2.94% |
| State Bank of India | 1.54% | 1.55% |
| Infosys Ltd. | 1.36% | 1.61% |
| Kotak Mahindra Bank Ltd. | 1.19% | 3.14% |
| Multi Commodity Exchange Of India Ltd. | 1.03% | 1.15% |
| ITC Ltd. | 0.98% | 2.57% |
| Laurus Labs Ltd. | 0.95% | 1.04% |
| The Federal Bank Ltd. | 0.96% | 0.92% |
| Bharti Airtel Ltd. | 2.07% | 0.88% |
| Axis Bank Ltd. | 1.37% | 0.83% |
| Hero MotoCorp Ltd. | 0.83% | 0.90% |
| Tata Consultancy Services Ltd. | 0.81% | 2.36% |
| Sun Pharmaceutical Industries Ltd. | 0.75% | 0.78% |
| Titan Company Ltd. | 0.73% | 1.57% |
| AU Small Finance Bank Ltd. | 0.72% | 0.92% |
| Reliance Industries Ltd. | 3.07% | 0.70% |
| Persistent Systems Ltd. | 0.70% | 0.67% |
| Hindustan Unilever Ltd. | 0.65% | 0.68% |
| GE Vernova T&D India Limited | 0.64% | 0.72% |
| Bharat Forge Ltd. | 0.66% | 0.60% |
| Maruti Suzuki India Ltd. | 0.60% | 0.62% |
| Indus Towers Ltd. | 0.59% | 0.64% |
| Suzlon Energy Ltd. | 0.59% | 0.55% |
| Ashok Leyland Ltd. | 0.54% | 0.58% |
| Bharat Electronics Ltd. | 0.54% | 1.83% |
| Shriram Finance Ltd. | 0.53% | 0.93% |
| Marico Ltd. | 0.51% | 1.01% |
| HCL Technologies Ltd. | 0.50% | 1.48% |
| EMBASSY OFFICE PARKS REIT | 0.47% | 1.39% |
| BSE Ltd. | 0.50% | 0.45% |
| Max Financial Services Ltd. | 0.45% | 0.45% |
| Ultratech Cement Ltd. | 0.50% | 0.44% |
| InterGlobe Aviation Ltd. | 0.44% | 1.69% |
| Asian Paints Ltd. | 0.42% | 1.55% |
| Coal India Ltd. | 0.39% | 1.45% |
| Glenmark Pharmaceuticals Ltd. | 0.43% | 0.38% |
| Eicher Motors Ltd. | 0.38% | 1.22% |
| Aditya Birla Capital Ltd. | 0.40% | 0.37% |
| Nestle India Ltd. | 0.36% | 2.56% |
| Indian Bank | 0.35% | 0.40% |
| Life Insurance Corporation of India | 0.62% | 0.33% |
| Apollo Hospitals Enterprise Ltd. | 0.33% | 0.37% |
| Oracle Financial Services Software Ltd. | 0.31% | 0.37% |
| SBI Life Insurance Company Ltd. | 0.30% | 0.30% |
| Dr. Reddy's Laboratories Ltd. | 0.29% | 0.31% |
| Colgate Palmolive (India) Ltd. | 0.28% | 0.84% |
| Page Industries Ltd. | 0.28% | 0.45% |
| Vedanta Aluminium Metal Ltd. | 0.27% | 0.47% |
| Torrent Pharmaceuticals Ltd. | 0.27% | 0.68% |
| Cummins India Ltd. | 0.25% | 1.55% |
| Bajaj Finserv Ltd. | 0.39% | 0.24% |
| Nippon Life India Asset Management Ltd. | 0.24% | 0.23% |
| Britannia Industries Ltd. | 0.22% | 1.56% |
| HDFC Life Insurance Company Ltd. | 0.22% | 0.20% |
| Solar Industries India Ltd. | 0.19% | 0.64% |
| HDFC Asset Management Company Ltd. | 0.18% | 0.83% |
| Vedanta Ltd. | 0.18% | 0.31% |
| Pidilite Industries Ltd. | 0.18% | 0.76% |
| Indian Railway Catering &Tou. Corp. Ltd. | 0.17% | 0.23% |
| Polycab India Ltd. | 0.16% | 0.41% |
| LTM Ltd. | 0.15% | 0.36% |
| ICICI Lombard General Insurance Co. Ltd. | 0.48% | 0.11% |
| Hyundai Motor India Ltd. | 0.11% | 0.51% |
| Hindustan Zinc Ltd. | 0.11% | 0.78% |
| Muthoot Finance Ltd. | 0.11% | 0.26% |
| Fortis Healthcare Ltd. | 0.49% | 0.10% |
| Shree Cement Ltd. | 0.37% | 0.08% |
| Dabur India Ltd. | 0.28% | 0.08% |
| Abbott India Ltd. | 0.17% | 0.08% |
| MRF Ltd. | 0.31% | 0.06% |
| Dixon Technologies (India) Ltd. | 0.67% | 0.01% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 38.1% means 38.1% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Edelweiss NIFTY Large Midcap 250 Index Fund
| Security | % of fund |
|---|---|
| Larsen & Toubro Ltd. | 1.70% |
| Mahindra & Mahindra Ltd. | 1.02% |
| Bajaj Finance Ltd. | 1.01% |
| Eternal Ltd. | 0.90% |
| One 97 Communications Ltd. | 0.89% |
Largest holdings only in UTI Multi Asset Allocation Fund
| Security | % of fund |
|---|---|
| MF UNITS UTI MF- GOLD EXCHANGE TRADED FUND ETF | 13.63% |
| MF UNITS UTI MF- SILVER EXCHANGE TRADED FUND ETF | 1.70% |
| 7.24% GSEC MAT- 18/08/2055 | 1.36% |
| INVIT - IRB INVIT FUND | 1.22% |
| REIT- KNOWLEDGE REALTY TRUST REIT | 1.04% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Edelweiss NIFTY Large Midcap 250 Index | UTI Multi Asset Allocation |
|---|---|---|
| Equity | 99.4% | 65.0% |
| Debt | 0.0% | 10.0% |
| Cash and others | 0.6% | 25.0% |
Market cap of stocks
| Market cap | Edelweiss NIFTY Large Midcap 250 Index | UTI Multi Asset Allocation |
|---|---|---|
| Large Cap | 51.9% | 48.7% |
| Mid Cap | 46.3% | 13.3% |
| Small Cap | 1.3% | 2.8% |
| Not on AMFI's list | 0.0% | 0.2% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Edelweiss NIFTY Large Midcap 250 Index | UTI Multi Asset Allocation |
|---|---|---|
| Banks | 16.9% | 14.3% |
| IT - Software | 5.6% | 7.0% |
| Pharmaceuticals & Biotechnology | 6.7% | 3.6% |
| Finance | 6.5% | 1.8% |
| Retailing | 4.3% | 0.0% |
| Food Products | 0.6% | 4.1% |
| Automobiles | 4.0% | 3.3% |
| Diversified FMCG | 1.6% | 3.3% |
The six largest sectors of each fund's stocks, % of the fund.
Edelweiss NIFTY Large Midcap 250 Index vs UTI Multi Asset Allocation: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Edelweiss NIFTY Large Midcap 250 Index Fund | UTI Multi Asset Allocation Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.37% | 0.89% |
| Base expense ratio (Direct) | 0.25% | 0.64% |
| Total expense ratio (Regular) | 1.08% | 1.82% |
| Base expense ratio (Regular) | 0.85% | 1.47% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
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Edelweiss NIFTY Large Midcap 250 Index Fund vs UTI Multi Asset Allocation Fund: Frequently Asked Questions
What is the difference between Edelweiss NIFTY Large Midcap 250 Index Fund and UTI Multi Asset Allocation Fund?
Edelweiss NIFTY Large Midcap 250 Index Fund is an Index fund, UTI Multi Asset Allocation Fund is a Multi Asset fund, run by Edelweiss Mutual Fund and UTI Mutual Fund. Their portfolios overlap 38.1%. Edelweiss NIFTY Large Midcap 250 Index Fund charges 0.37% a year and UTI Multi Asset Allocation Fund 0.89%.
Which has given higher returns, Edelweiss NIFTY Large Midcap 250 Index Fund or UTI Multi Asset Allocation Fund?
Over 1 year: Edelweiss NIFTY Large Midcap 250 Index Fund −6.79%, UTI Multi Asset Allocation Fund −2.35%. Over 3 years: Edelweiss NIFTY Large Midcap 250 Index Fund +11.15% a year, UTI Multi Asset Allocation Fund +13.70% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Edelweiss NIFTY Large Midcap 250 Index Fund or UTI Multi Asset Allocation Fund?
Edelweiss NIFTY Large Midcap 250 Index Fund charges less: 0.37% a year against 0.89%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Edelweiss NIFTY Large Midcap 250 Index Fund and UTI Multi Asset Allocation Fund overlap?
38.1%. They hold 72 of the same securities, the largest shared ones being ICICIBANK, HDFCBANK, SBIN. From each fund's latest monthly portfolio.
Which is riskier, Edelweiss NIFTY Large Midcap 250 Index Fund or UTI Multi Asset Allocation Fund?
On SEBI's riskometer, Edelweiss NIFTY Large Midcap 250 Index Fund is rated Very High and UTI Multi Asset Allocation Fund Very High. Over 3 years, the standard deviation of daily returns was 14.82% and 9.63% a year.
Which is better for SIP, Edelweiss NIFTY Large Midcap 250 Index Fund or UTI Multi Asset Allocation Fund?
Over the last 3 years, a monthly SIP of ₹10,000 from 03-10-2023 to 30-10-2026 grew to ₹3,80,762 in Edelweiss NIFTY Large Midcap 250 Index Fund (XIRR 1.8% a year) and ₹4,01,836 in UTI Multi Asset Allocation Fund (XIRR 5.3% a year). Both received 37 instalments. Past returns do not promise future returns.
Can I invest in both Edelweiss NIFTY Large Midcap 250 Index Fund and UTI Multi Asset Allocation Fund?
Yes. 38.1% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Edelweiss NIFTY Large Midcap 250 Index Fund and UTI Multi Asset Allocation Fund?
Edelweiss NIFTY Large Midcap 250 Index Fund: Bhavesh Jain, Manasi Jalgaonkar. UTI Multi Asset Allocation Fund: Sharwan Kumar Goyal FM 1, Lokesh Kulthia - FM 2, Jaydeep Bhowal -FM 3.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.