Edelweiss Balanced Advantage Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
Edelweiss Balanced Advantage Fund Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹13,293 Cr
N/A
1.96
10% of the units allotted shall be redeemed without any Exit Load on or before completion of 90 days from the date of allotment of units. Any redemption in excess of such limit within 90 days from the date of allotment shall be subject to the following Exit Load:If redeemed or switched out on or before completion of 90 days from the date of allotment of units - 1.00%If redeemed or switched out after completion of 90 days from the date of allotment of units - NIL.
Nifty50 Hybrid Composite Debt 50:50 Index
Edelweiss Balanced Advantage Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.11 | 0.67 | 5.57 |
| 6M | 2.23 | 2.82 | 13.26 |
| 1Y | 7.02 | 5.84 | 25.12 |
| 3Y | 10.60 | 14.73 | 56.04 |
Portfolio Analysis
- Equity: 80.60%
- Debt: 19.11%
- Others
About Fund Edelweiss Balanced Advantage Fund Growth
Edelweiss Balanced Advantage Fund Growth managed by Edelweiss Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹13,293 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 1.96. Under the expert guidance of Bhavesh Jain ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Bhavesh Jain
Mr. Bhavesh Jain has done his Masters in Management Studies (Finance) from the Mumbai University and has a total work experience of over five years in the equity market segment. Prior to being appointed as an Assistant Fund Manager - Equity, he was designated as a Dealer of all the Equity Schemes of the Fund for over two years. He was also associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| SBI Balanced Advantage Fund Growth | 4 | 42,244 CR | 1.68 |
| DSP Dynamic Asset Allocation Fund Growth | 3 | 3,780 CR | 2.35 |
| Edelweiss Balanced Advantage Fund Growth | 5 | 13,292 CR | 1.96 |
| HDFC Balanced Advantage Fund - Growth | 4 | 107,765 CR | 1.29 |
| Quant Dynamic Asset Allocation Fund Growth | 0 | 880 CR | 3.01 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Balanced Advantage Fund Growth | 4.9417 | 33.9396 |
| This FundDSP Dynamic Asset Allocation Fund Growth | 5.2699 | 34.6592 |
| This FundEdelweiss Balanced Advantage Fund Growth | 7.0175 | 35.2823 |
| This FundHDFC Balanced Advantage Fund - Growth | 2.8792 | 43.3162 |
| This FundQuant Dynamic Asset Allocation Fund Growth | 0.9403 | 49.2934 |
Edelweiss Balanced Advantage Fund Growth FAQs
- 1 Month : 2.11%
- 6 Months : 2.23%
- 1 Year : 7.02%
- 3 Years : 10.60%
