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- Edelweiss Mutual Fund
- Edelweiss Balanced Advantage Fund (RIDCW-M)
Edelweiss Balanced Advantage Fund (RIDCW-M)
₹ 23.74
NAV (Sep 06)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 23.74
NAV (Sep 6)
Fund Returns
Last 1Y | 26.2% |
Last 3Y | 12.5% |
Last 5Y | 17.2% |
Last 10Y | 11.7% |
Since Inception | 11.4% |
6 Month CAGR | 11.8% |
Scheme Information
The scheme will invest in arbitrage opportunities, equity derivative strategies, pure equity investments and the balance in debt and money market instruments.
Expense Ratio | 1.69 |
Launched (0y ago) | 1.69 |
AUM in Crores | 12117 |
ISIN | INF754K01IL2 |
Lock-in | |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 7.5 |
Beta | 0.6 |
Sharpe Ratio | 1 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Edelweiss Balanced Advantage Fund (RIDCW-M) | 11,27,534 | 3,94,922 | 17.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
Others
6.8%HDFC Bank Ltd.
5.6%ICICI Bank Ltd.
4.6%Others
3.9%Reliance Industries Ltd.
2.9%Allocation by Sector
Financial
20.182656%Energy
8.080718%Technology
8.029346%Automobile
7.600506%Services
6.580725%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,488 cr | ||
₹ 3,347 cr | ||
₹ 5,044 cr | ||
₹ 12,117 cr | ||
₹ 24,596 cr |
About the AMC
Edelweiss Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 6.092% | ||
6.031% | 5.574% | ||
6.114% | 7.4% | ||
12.297% | 16.752% | ||
12.522% | 11.416% |
Edelweiss Balanced Advantage Fund (RIDCW-M) Review
Edelweiss Balanced Advantage Fund (RIDCW-M) is a Hybrid Hybrid fund and has delivered an annualised return of 11.416% over a period of 54 years. The fund is managed by Edelweiss Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object].
Nav of Edelweiss Balanced Advantage Fund (RIDCW-M) as of 9/6/2024 is ₹23.74 with the total AUM as of 9/7/2024 is ₹12117.028275. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Balanced Advantage Fund (RIDCW-M) was launched on null. The category risk of the fund is Average.
The minimum SIP amount for Edelweiss Balanced Advantage Fund (RIDCW-M) 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 (RIDCW-M)?
How to invest in Edelweiss Balanced Advantage Fund (RIDCW-M)?
You can invest in Edelweiss Balanced Advantage Fund (RIDCW-M) 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 (RIDCW-M)?
The minimum sip amount for Edelweiss Balanced Advantage Fund (RIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is Edelweiss Balanced Advantage Fund (RIDCW-M) good to invest in?
As per Scripbox experts, Edelweiss Balanced Advantage Fund (RIDCW-M) is a 4 fund. You can investEdelweiss Balanced Advantage Fund (RIDCW-M) 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 (RIDCW-M)?
The expense ratio of the Edelweiss Balanced Advantage Fund (RIDCW-M) is 1.69% for regular plan.