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Return

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹615 Cr

Lock In Period

N/A

Expense Ratio

2.26

Benchmark

Crisil Balanced Fund Index

Exit Load

1 per cent if redeemed within 12 months.

Summary

Latest details for Edelweiss Balanced Advantage Fund(Old) Growth include a ₹ NAV as of May 13,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Edelweiss Balanced Advantage Fund(Old) Growth AUM is ₹615 Cr, with a lock-in of N/A years, expense ratio of 2.26%, and benchmark Crisil Balanced Fund Index. Exit load is - 1 per cent if redeemed within 12 months.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -0.49% and a category best of 126.76%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.49126.76
6M0.000.95126.76
1Y0.004.49126.76
3Y0.0012.33126.76

Portfolio Analysis

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  • Debt:
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About Fund

Edelweiss Balanced Advantage Fund(Old) Growth managed by Edelweiss Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹615 Crore. The fund benchmarks its performance against the Crisil Balanced Fund Index while maintaining an expense ratio of 2.26. Under the expert guidance of Harshad Patwardhan ,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

Harshad Patwardhan

Mr. Harshad obtained a bachelor of technology in mechanical Engineering from Indian Institute of Technology, Bombay and an M.B.A. in finance from Indian Institute of Management, Lucknow. He is also a CFA charter holder. He joined the firm in 2006. Prior to this, he worked as a senior analyst at Deutsche Equities India Pvt. Ltd., for 2 years and JPMorgan India Pvt. Ltd., covering oil & gas, petrochemicals, automobiles, engineering & power utilities sectors for four years. He began his career in 1994 as a research analyst covering oil & gas and engineering sectors and worked with various foreign brokerage firms.

Peer Comparison

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FAQs

Edelweiss Balanced Advantage Fund(Old) Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Edelweiss Balanced Advantage Fund(Old) Growth is 2.26. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Edelweiss Balanced Advantage Fund(Old) Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Edelweiss Balanced Advantage Fund(Old) Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Edelweiss Balanced Advantage Fund(Old) Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Edelweiss Balanced Advantage Fund(Old) Growth is ₹615 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Edelweiss Balanced Advantage Fund(Old) Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500