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(%) | 25.71 | 14.12 | 16.39 | 11.67 |
Average Rolling Returns(%) | 14.04 | 12.70 | 11.89 | 12.54 |
The Current NAV of Edelweiss Balanced Advantage Fund - Growth - Direct Plan is ₹50.91.
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 0.53%
The process for redemption is
The AUM of Edelweiss Balanced Advantage Fund - Growth - Direct Plan is currently ₹10,623 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Reliance Industries and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 27% of fund’s portfolio respectively.
Top three sectors of Edelweiss Balanced Advantage Fund - Growth - Direct Plan fund are BFSI, Others and Auto accounting for 55% 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 35.90 and PB ratio is 7.32
The asset allocation of Edelweiss Balanced Advantage Fund - Growth - Direct Plan is Stocks : 77.42%, Debt : 22.01% and Gold : 0.57%
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