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    • Edelweiss Balanced Advantage Fund (Growth)

    Formerly Edelweiss Dynmc Equity Adv Gr

    Edelweiss Mutual Funds

    Edelweiss Balanced Advantage Fund (Growth)

    HybridDynamic Asset Allocation Or Balanced Advantage

    36.14

    NAV (Sep 23)

    13.3%
    5 Year CAGR
    Scripbox Opinion

    Neutral

    Click here for top ranked funds in dynamic asset allocation or balanced advantage mutual funds.

    However, Scripbox does not recommend investing in dynamic asset allocation or balanced advantage mutual funds.

    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.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    12 Years. The Fund has Sufficient history for analysis and the track record is good.

    Relative Size

    5,304 Cr. Large within the category

    Category View

    Neutral. The category has a neutral investment outlook

    Consistency Of Performance

    Relatively moderate. The historical performance of the fund has been OK

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      Historical growth rate of 12% per annum
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      Recommended Duration 1 - 5 years
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      No Lock-in
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      Expert Investing Only

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    Historical NAV

    36.14

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    37.6%
    Last 3Y
    16%
    Last 5Y
    13.3%
    Last 10Y
    12.4%
    Since Inception
    11.2%
    6 Month CAGR
    14.8%
    info-icon-blue

    Scheme Information

    Investment Objective

    The primary 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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    High Risk

    Expense Ratio
    1.86
    Launched (12y ago)
    Aug 20, 2009
    AUM in Crores
    5303.539
    ISIN
    INF754K01285
    Lock-in
    No Lock-in
    Benchmark
    CRISIL Hybrid 50+50 - Moderate TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Bharat Lahoti

    Fund Manager

    user-avatar

    Bhavesh Jain

    Fund Manager

    user-avatar

    Gautam Kaul

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only
      Expert Investing Only
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Hybrid Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    ₹ 8,309 cr

    5

    ₹ 17,879 cr

    5

    ₹ 3,363 cr

    5

    ₹ 2,644 cr

    5

    ₹ 1,921 cr

    5

    amc-icon

    About the AMC

    Edelweiss Asset Management Limited

    Edelweiss Asset Management Limited manages assets worth 36,435 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 29 equity,92 debt and 24 hybrid funds.

    amc-img

  • tel-amc-about
    022-40933400
  • mail-amc-about
    emfhelp@edelweissfin.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    5%

    7%

    top-ranked-badge

    22.9%

    12.4%

    top-ranked-badge

    17.7%

    13.4%

    top-ranked-badge

    8.6%

    5.3%

    top-ranked-badge

    17%

    14.9%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Edelweiss Balanced Advantage Fund (G)

    About Edelweiss Balanced Advantage Fund (G)

    Edelweiss Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 11.2% over a period of 12 years. The fund was previously known as Edelweiss Dynmc Equity Adv Gr . The fund is managed by Edelweiss Asset Management Limited. The fund managers are Bharat Lahoti, Bhavesh Jain, Gautam Kaul

    Edelweiss Balanced Advantage Fund (G) Investment Objective

    The primary 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. . However, there is no assurance that the objective of the scheme will be realized.

    Edelweiss Balanced Advantage Fund (G) NAV,AUM,Risk

    The Edelweiss Balanced Advantage Fund (G) fund was launched on Aug 20, 2009. The NAV (Net Asset Value) of this Dynamic Asset Allocation Or Balanced Advantage Hybrid fund as of 2021-09-23 is ₹36.14. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹5303.539. The category risk of the Edelweiss Balanced Advantage Fund (G) fund is High Risk. The fund charges 1.86 % as expense ratio.

    Edelweiss Balanced Advantage Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 60.9% in this asset class. The top three holdings of the fund are , clearing corporation of india ltd. , cash offset for derivatives , icici bank ltd , national bank for agriculture and rural development , hdfc bank ltd , infosys ltd , net receivables/(payables) , 5.63% govt stock 2026 , nifty 30/09/2021 , 5.22% goi 2025 , reliance industries ltd. , bharti airtel ltd , reliance industries ltd , kotak mahindra bank ltd , indian oil corporation limited , axis bank ltd , national bank for agriculture and rural development , nifty bank 30/09/2021 , hdfc bank limited , hindustan unilever ltd , state bank of india , 8.15% govt stock 2022 , vedanta ltd , housing development finance corp ltd , housing development finance corporation limited , tata steel ltd , hcl technologies ltd , 8.08% govt stock 2022 , national bank for agriculture and rural development , national housing bank , tata consultancy services ltd , itc ltd , sbi life insurance company limited , larsen & toubro ltd , future on adani ports & special economic zone ltd , 364 dtb 06012022 , adani ports & special economic zone ltd , housing development finance corporation limited , motherson sumi systems ltd , ultratech cement ltd , icici lombard general insurance co ltd , equitas holding ltd , wipro ltd , sun pharmaceuticals industries ltd , maruti suzuki india ltd , pi industries ltd , avenue supermarts ltd , bharat petroleum corp ltd , mahindra & mahindra ltd , cipla ltd , zomato ltd , britannia industries ltd , rec ltd , divi's laboratories ltd , persistent systems ltd , future on vedanta ltd , india grid trust , 7.37% govt stock 2023 , india grid trust , 364 dtb 17032022 , 8.35% govt stock 2022 , aptus value housing finance india ltd , ntpc ltd , future on reliance industries ltd , brookfield india real estate trust , muthoot finance ltd , tata elxsi ltd , computer age management services ltd ordinary shares , procter & gamble hygiene and health care ltd , knr constructions ltd , asian paints ltd , hindalco industries ltd , torrent pharmaceuticals ltd , future on dr. lal pathlabs ltd , supreme industries ltd , godrej consumer products ltd , power grid corp of india ltd , larsen & toubro infotech ltd , dr reddy's laboratories ltd , ipca laboratories ltd , colgate-palmolive (india) ltd , accrued interest , marico ltd , jk cement ltd , berger paints india ltd , jsw steel ltd , future on jsw steel ltd , sun tv network ltd , future on sun tv network ltd. , amber enterprises india ltd ordinary shares , sundaram finance ltd , eicher motors ltd.30/09/2021 , v-mart retail ltd , gland pharma ltd , orient electric ltd ordinary shares , future on housing development finance corp ltd , future on tata steel ltd. , pidilite industries ltd , future on icici bank ltd , indiamart intermesh ltd , minda industries ltd , tata motors ltd , brigade enterprises ltd , hindustan zinc ltd , timken india ltd , sbi cards and payment services ltd ordinary shares , acc ltd , astral ltd , icici securities ltd , mahindra & mahindra financial services ltd , ratnamani metals & tubes ltd , national aluminium co ltd , zee entertainment enterprises ltd , future on national aluminium co ltd , future on zee entertainment enterprises ltd , coromandel international ltd , future on bharat forge ltd , bharat forge ltd , info edge (india) ltd , hindustan petroleum corp ltd , indus towers ltd ordinary shares , tvs motor co ltd , indian bank , future on axis bank ltd , crompton greaves consumer electricals ltd , mindtree ltd , hdfc ltd warrants , titan co ltd , tech mahindra ltd , future on united spirits ltd , united spirits ltd , future on canara bank , future on titan co ltd , future on cadila healthcare ltd , cadila healthcare ltd , future on adani enterprises ltd , adani enterprises ltd , future on tata power co ltd , tata power co ltd , future on bharat petroleum corp ltd , steel authority of india ltd , future on steel authority of india ltd , future on itc ltd , future on hcl technologies ltd , future on shriram transport finance co ltd , shriram transport finance co ltd , future on ashok leyland ltd , ashok leyland ltd , container corporation of india ltd , future on container corporation of india ltd , future on upl ltd , upl ltd , canara bank

    Edelweiss Balanced Advantage Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

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