Edelweiss Balanced Advantage Fund - Regular Plan - Monthly - IDCW Option

Edelweiss Balanced Advantage Fund - Regular Plan - Monthly - IDCW Option is a fund scheme from EDELWEISS mutual fund. It falls under a Dynamic Asset Allocation category. After being launched on 2017-08-16. Edelweiss Balanced Advantage Fund - Regular Plan - Monthly - IDCW Option has achieved Rs 12238.46 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 100 and lumpsum of Rs 100 to start the investment. The expense ratio of this fund is 1.69%.

• Investing Strategy:

  To generate absolute returns with low volatility over a longer tenure of time. The scheme will invest inarbitrage opportunities, equity derivative strategies, pure equity investments and the balance in debt and money market instruments.The Scheme proposes to allocate assets to both equity and debt markets based upon the market view.

• Performance:

  Edelweiss Balanced Advantage Fund - Regular Plan - Monthly - IDCW Option trailing returns over different times are -3.48% (1 year), 2.76% (3 year), 5.63% (5 year). The average annual return of this fund stands at -3.48%

• Fund Manager & Portfolio Allocation:

  Bhavesh Jain, Bharat Lahoti, Rahul Dedhia are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Financial Services, Technology, Consumer Cyclical, Healthcare, Consumer Defensive, , Sectors. First five holdings of this fund are HDFC Bank Ltd, ICICI Bank Ltd, Reliance Industries Ltd, Infosys Ltd, Bharti Airtel Ltd, Rural Electrification Corporation Limited, Hdb Financial Services Ltd., National Bank For Agriculture And Rural Development, 7.1% Govt Stock 2029, Small Industries Development Bank Of India, Clearing Corporation Of India Ltd., Cash Offset For Derivatives, Samvardhana Motherson International ltd 6.5%, Accrued Interest, Put Nifty 27-Feb-2025 24500 Companies.