Formerly Edelweiss Dynmc Equity Advntg DP
Dynamic Asset Allocation funds change their exposure to debt and equity dynamically - taking a call on market valuation & conditions.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
The fund has been a Category Leader on the Fund Size metric
The fund has been a Category Leader on the Outperformance Consistency metric
NAV (Oct 3)
6 Month CAGR
The objective of the scheme is to generate capital appreciation with relatively lower volatility over a longer tenure of time. The Scheme will accordingly invest in equities,arbitrage opportunities and derivative strategies on the one hand and debt and money market instruments on the other. The Scheme may also invest in Infrastructure Investment Trusts and Real Estate Investment Trusts. However,there is no assurance that the investment objective of the Scheme will be realized.
Launched (14y ago)
Aug 20, 2009
AUM in Crores
IISL Nifty 50 TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Edelweiss Balanced Advantage Fund (Dividend Payout - Quarterly)||9,62,096||2,29,484||11.1%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
hdfc bank ltd7.2%
reliance industries ltd6.3%
icici bank ltd4.9%
cash offset for derivatives4.4%
7.38% govt stock 20273.8%
|Fund Name||Fund Size||Rolling Returns|
₹ 7,475 cr
₹ 25,274 cr
₹ 9,394 cr
₹ 3,302 cr
₹ 1,335 cr
Edelweiss Asset Management Limited
|Fund Name||Scripbox Opinion||Till Date CAGR|
Edelweiss Balanced Advantage Fund (D-Q) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 10% over a period of 14 years. The fund was previously known as Edelweiss Dynmc Equity Advntg DP. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Bharat Lahoti, Bhavesh Jain, Gautam Kaul, Rahul Dedhia.
Nav of Edelweiss Balanced Advantage Fund (D-Q) as of 10/3/2023 is ₹18.31 with the total AUM as of 10/4/2023 is ₹9394.732. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Balanced Advantage Fund (D-Q) was launched on Aug 20, 2009. The category risk of the fund is Very High Risk.
The minimum SIP amount for Edelweiss Balanced Advantage Fund (D-Q) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
What is Edelweiss Balanced Advantage Fund (D-Q)?
How to invest in Edelweiss Balanced Advantage Fund (D-Q)?
You can invest in Edelweiss Balanced Advantage Fund (D-Q) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Edelweiss Balanced Advantage Fund (D-Q)?
The minimum sip amount for Edelweiss Balanced Advantage Fund (D-Q) is ₹1000. You can invest in multiples of ₹5000.
Is Edelweiss Balanced Advantage Fund (D-Q) good to invest in?
As per Scripbox experts, Edelweiss Balanced Advantage Fund (D-Q) is a Top Ranked fund. You can investEdelweiss Balanced Advantage Fund (D-Q) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Edelweiss Balanced Advantage Fund (D-Q)?
The expense ratio of the Edelweiss Balanced Advantage Fund (D-Q) is 1.72% for regular plan.