Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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Dynamic Asset Allocation NAV 37.4800 0 05 December, 2022

Fund Details

Category Dynamic Asset Allocation
Fund Type Open Ended
Investment Plan Growth
Launch Date 20 August, 2009
Benchmark
Asset Size(Cr) 8927.25 (As on 31-10-2022)
Turn over 92%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 500
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.77% (As on 31-10-2022)
Fund Manager Bhavesh Jain, Bharat Lahoti, Rahul Dedhia

Investment Returns (As on 05 Dec, 2022)

Duration Returns Benchmark Category
1 W 0.56% 0.99% 0.63%
1 M 2.18% 3.41% 1.83%
3 M 3.17% 6.75% 2.72%
6 M 8.92% 13.17% 8.44%
1 Y 5.31% 8.88% 5.87%
2 Y 13.24% 20.9% 11.14%
3 Y 15.27% 17.15% 11.45%
5 Y 11.36% 14.48% 8.4%

Risk Mesasures (As on 05 Dec, 2022)

Std Dev Sharpe Beta Alpha
Fund 8.1 0.9 3.37 0.6
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 31 Oct, 2022)

Assets Allocation

Sector Holdings
Others 6.05%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option 5.31% 15.27% 11.36%

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