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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

36.82

NAV (Jan 17)

14.6%
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

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

Relative Size

7,048 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

Invest in this fund
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Build Long Term Wealth

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.

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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

No single fund can achieve what a plan can. Learn why

Historical NAV

36.82

NAV (Jan 17)

Fund Returns

Last 1Y

18.5%

Last 3Y

17.6%

Last 5Y

14.6%

Last 10Y

12.5%

Since Inception

11.1%

6 Month CAGR

8.8%

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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.

Expense Ratio

1.81

Launched (13y ago)

Aug 20, 2009

AUM in Crores

7047.546

ISIN

INF754K01285

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
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Bharat Lahoti

Fund Manager

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Bhavesh Jain

Fund Manager

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Gautam Kaul

Fund Manager

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Rahul Dedhia

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 7,783 cr

5

₹ 18,456 cr

5

₹ 136 cr

5

₹ 455 cr

5

₹ 2,663 cr

5

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About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 43,242 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 33 equity,97 debt and 24 hybrid funds.

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

    27.6%

    12.6%

    4.6%

    6.9%

    19.9%

    13.5%

    7.2%

    5.2%

    19.3%

    14.6%

    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
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    Edelweiss Balanced Advantage Fund (G) Review

    Edelweiss Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 11.1% 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, Rahul Dedhia.

    Nav of Edelweiss Balanced Advantage Fund (G) as of 17/01/2022 is ₹36.82 with the total AUM as of 18/01/2022 is ₹7047.546. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Balanced Advantage Fund (G) 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 (G) 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.

    Frequently Asked Questions

    What is Edelweiss Balanced Advantage Fund (G)?

    How to invest in Edelweiss Balanced Advantage Fund (G)?

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    Is Edelweiss Balanced Advantage Fund (G) good to invest in?

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