Edelweiss Balanced Advantage Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Dynamic Asset Allocation funds is 51.19% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 5.20% | 1.03% |
| 2 Year Return | 21.31% | 10.99% |
| 3 Year Return | 34.26% | 29.11% |
| 4 Year Return | 73.07% | 41.83% |
| 5 Year Return | 89.39% | 51.19% |
| 6 Year Return | 88.65% | 76.99% |
| 7 Year Return | 111.25% | 95.33% |
| Expense Ratio | 0.52% | - |
AMC: EDELWEISS
Category: Hybrid • Dynamic Asset Allocation
Launch Date: 01 Jan 2013
Fund Manager: Mr. Bhavesh Jain
Minimum Purchase: ₹100
Exit Load: 10% of the units allotted shall be redeemed without any Exit Load on or before completion of 90 days from the date of allotment of units. Any redemption in excess of such limit within 90 days from the date of allotment shall be subject to the following Exit Load: If redeemed or switched out on or before completion of 90 days from the date of allotment of units - 1.00% If redeemed or switched out after completion of 90 days from the date of allotment of units - NIL.
Lock-in: 1
Risk: Moderate Risk
Edelweiss Balanced Advantage Fund - Direct Plan is managed by EDELWEISS and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
View Similar Funds