Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.96 | 2.12 | 9.50 |
| 6M | 1.20 | 2.28 | 13.26 |
| 1Y | 6.26 | 5.96 | 25.12 |
| 3Y | 12.13 | 15.47 | 58.29 |
Edelweiss Balanced Advantage Fund Growth managed by Edelweiss Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹12,234 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 1.64. 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.
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.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundDSP Dynamic Asset Allocation Fund Growth | 3 | 3548.38 CR | 1.89 |
| This FundNippon India Balanced Advantage Fund Growth | 4 | 9031.58 CR | 1.74 |
| This FundEdelweiss Balanced Advantage Fund Growth | 5 | 12234.27 CR | 1.64 |
| This FundBaroda BNP Paribas Balanced Advantage Fund Growth | 3 | 4365.23 CR | 1.89 |
| This FundHDFC Balanced Advantage Fund - Growth | 5 | 98457.75 CR | 1.36 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundDSP Dynamic Asset Allocation Fund Growth | 5.2807 | 39.8412 |
| This FundNippon India Balanced Advantage Fund Growth | 4.7835 | 40.7059 |
| This FundEdelweiss Balanced Advantage Fund Growth | 6.2589 | 40.9814 |
| This FundBaroda BNP Paribas Balanced Advantage Fund Growth | 10.5386 | 49.6833 |
| This FundHDFC Balanced Advantage Fund - Growth | 3.9498 | 55.4359 |