Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.09 | 0.82 | 5.74 |
| 6M | -0.42 | 1.94 | 13.26 |
| 1Y | 7.36 | 6.18 | 25.12 |
| 3Y | 12.17 | 14.28 | 60.04 |
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 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 FundAxis Balanced Advantage Fund Growth | 3 | 3557.6 CR | 1.9 |
| This FundHDFC Balanced Advantage Fund - Growth | 5 | 98457.75 CR | 1.36 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Balanced Advantage Fund Growth | 5.5563 | 41.0386 |
| This FundEdelweiss Balanced Advantage Fund Growth | 7.3597 | 41.1315 |
| This FundAxis Balanced Advantage Fund Growth | 4.6604 | 47.3133 |
| This FundHDFC Balanced Advantage Fund - Growth | 5.0511 | 57.1638 |