Edelweiss Balanced Advantage Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 5.88 | 9.95 | 9.38 | 10.51 |
| Average Rolling Returns(%) | 12.64 | 11.57 | 11.62 | 10.90 |
The Current NAV of Edelweiss Balanced Advantage Fund - Regular Plan - Growth is ₹53.87.
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 - Regular Plan - Growth fund’s expense ratio is 1.46%
The process for redemption is
The AUM of Edelweiss Balanced Advantage Fund - Regular Plan - Growth is currently ₹13,293 Crores.
The Top three stocks are ICICI Bank, Reliance Industries and HDFC Bank and account for 12% 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 - Regular Plan - Growth fund are BFSI, Others and Auto accounting for 50% 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 - Regular Plan - Growth Fund is Hybrid - Dynamic Asset Allocation.
Bhavesh Jain and Bharat Lahoti manage the Edelweiss Balanced Advantage Fund - Regular Plan - Growth Fund.
Edelweiss Balanced Advantage Fund - Regular Plan - Growth current PE ratio is 33.91 and PB ratio is 8.45
The asset allocation of Edelweiss Balanced Advantage Fund - Regular Plan - Growth is Stocks : 80.49%, Debt : 18.21% and Gold : 1.34%
The minimum SIP amount for Edelweiss Balanced Advantage Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Edelweiss Balanced Advantage Fund - Regular Plan - Growth is Nil upto 10% of units and 1% for remaining units on or before 90 days, Nil after 90 days
MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) dedicated to helping investors build long-term wealth through transparent, research-driven, conflict-free guidance. Founded in 2008, we started our journey as a Research Analyst (RA), providing deep fundamental analysis, intrinsic value insights, and long-term investing frameworks for Indian equities. In 2017, we transitioned to a full-fledged SEBI-registered Investment Adviser, strengthening our commitment to acting as a fiduciary—always putting the investor’s interest first.
To become India’s most trusted, research-powered fiduciary advisory platform—where every investor, regardless of experience, can make calm, confident, and well-reasoned investment decisions.
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MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
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Name of the IA registered
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The Alchemists Ark Pvt. Ltd. |
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Non-Individual |
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1187 |
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