Edelweiss Balanced Advantage Fund


NAV : 12.3101
(-0.0357arrow_downward)
AUM : ₹1,457 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
3.07%4.55%10.4%NANANANA



Fund Details

An open ended dynamic asset allocation fund
NAV12.3101
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹500
Expense Ratio0.0%
Exit Load : For units in excess of 10% of the investment,1% will be charged for redemption within 365 days


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,05,073₹1,04,972₹101

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 7.0% Past 3 yr Data

NAV History



Expense Ratio Trends





Fund Objective:
The primary objective of the Scheme will be to generate absolute returns with low volatility over a longer tenure of time. The Scheme will accordingly invest in arbitrage opportunities and debt and money market instruments on the one hand and in pure equity investments and equity derivative strategies on the other. However, there is no assurance that the investment objective of the Scheme will be realized.
Fund Manager:
Mr. Bhavesh Jain, Mr. Bharat Lahoti, Mr. Gautam Kaul