Return
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- 3M
- 6M
- 1Y
- 3Y
- 5Y
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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 Apr 03,2026 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 -1.80% and a category best of 126.76%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -1.80 | 126.76 |
| 6M | 0.00 | 0.76 | 126.76 |
| 1Y | 0.00 | 4.63 | 126.76 |
| 3Y | 0.00 | 13.33 | 126.76 |
Portfolio Analysis
- Equity:
- Debt:
- Others
As on:
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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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundCanara Robeco Multi Asset Allocation Fund Growth | 0 | 1298.36 CR | 2.09 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 2 Growth | 0 | 4063.06 CR | 1.96 |
| This FundFranklin India Arbitrage Fund Growth | 0 | 830.14 CR | 0.98 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundCanara Robeco Multi Asset Allocation Fund Growth | 0 | 0 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 2 Growth | ||
| This FundFranklin India Arbitrage Fund Growth | 6.2788 | 0 |
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%
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