Edelweiss Balanced Advantage Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 26.64 | 13.99 | 14.67 | 10.78 |
Average Rolling Returns(%) | 12.96 | 12.03 | 10.96 | 10.66 |
The Current NAV of Edelweiss Balanced Advantage Fund - Growth - Direct Plan is ₹53.16.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.
Edelweiss Balanced Advantage Fund - Growth - Direct Plan fund’s expense ratio is 0.48%
The process for redemption is
The AUM of Edelweiss Balanced Advantage Fund - Growth - Direct Plan is currently ₹11,136 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Reliance Industries and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 30% of fund’s portfolio respectively.
Top three sectors of Edelweiss Balanced Advantage Fund - Growth - Direct Plan fund are BFSI, Others and Construction & Infrastructure accounting for 56% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Dynamic Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Edelweiss Balanced Advantage Fund - Growth - Direct Plan Fund is Hybrid - Dynamic Asset Allocation.
Bhavesh Jain and Bharat Lahoti manage the Edelweiss Balanced Advantage Fund - Growth - Direct Plan Fund.
Edelweiss Balanced Advantage Fund - Growth - Direct Plan current PE ratio is 37.61 and PB ratio is 7.56
The asset allocation of Edelweiss Balanced Advantage Fund - Growth - Direct Plan is Stocks : 77.87%, Debt : 19.58% and Gold : 2.53%
The minimum SIP amount for Edelweiss Balanced Advantage Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Edelweiss Balanced Advantage Fund - Growth - Direct Plan is Nil upto 10% of units and 1% for remaining units on or before 90 days, Nil after 90 days