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FAQ : Edelweiss Balanced Advantage Fund - Regular Plan - Growth

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(%) 0.85 10.46 9.14 10.34
Average Rolling Returns(%) 12.92 11.57 11.67 10.90

The Current NAV of Edelweiss Balanced Advantage Fund - Regular Plan - Growth is ₹51.95.

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 1.64%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Edelweiss Balanced Advantage Fund - Regular Plan - Growth is currently ₹12,234 Crores.

The Top three stocks are Reliance Industries, ICICI Bank 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 Others, BFSI and Auto accounting for 57% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange 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 31.92 and PB ratio is 6.75

The asset allocation of Edelweiss Balanced Advantage Fund - Regular Plan - Growth is Stocks : 74.77%, Debt : 18.35% and Gold : 6.81%

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

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