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Edelweiss Balanced Advantage Fund(Old) Growth Return

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  • 5Y
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Showing Funds Performance since Sep 07, 2020

Edelweiss Balanced Advantage Fund(Old) Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹615 Cr

Lock In Period

N/A

Expense Ratio

2.26

Exit Load

1 per cent if redeemed within 12 months.

Benchmark

Crisil Balanced Fund Index

Edelweiss Balanced Advantage Fund(Old) Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.17126.76
6M0.001.63126.76
1Y0.004.20126.76
3Y0.0013.24126.76

Portfolio Analysis

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  • Debt:
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About Fund Edelweiss Balanced Advantage Fund(Old) Growth

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

Fund NameRatingsAUMExpense Ratio
PGIM India Multi Asset Allocation Fund Growth0273.65 CR2.56
Bajaj Finserv Equity Savings Fund Growth037.27 CR2.26
IDFC Arbitrage Fund Plan B Growth03418.72 CR1
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 Growth03937.15 CR1.96
Fund Name1Y3Y
This FundPGIM India Multi Asset Allocation Fund Growth00
This FundBajaj Finserv Equity Savings Fund Growth00
This FundIDFC Arbitrage Fund Plan B Growth
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 2 Growth

Edelweiss Balanced Advantage Fund(Old) Growth 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.