Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Edelweiss Balanced Advantage Fund - Investment Information

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₹49.99 (-0.75%)
Current NAV 17-12-2024
16.12%
Returns
Min. SIP ₹100

Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details

Fund Suitability Test

Investment Objective

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.

Basic Details

Key Information About Investing Details.

CategoryDynamic Asset Allocation
KRAKARVY
Inv. PlanGrowth
Launched In20-Aug-09
BenchmarkNIFTY 50 Hybrid Composite debt 50:50 Index
Fund TypeOpen Ended
Fund HouseEdelweiss Mutual Fund

Investment Details

Check the Fund’s General Information

Fund size12306.19 Cr.
Min. Investment₹100
Min. Sip Inv.₹100
Min. Addl Inv.₹100
Expense Ratio1.69%
Turn over81%
Exit LoadEdelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges.

Fund Managers

Details of Managers and their Experience

Rahul Dedhia

Fund Manage : 10

Total AUM. : ₹31,988 Cr.

Bhavesh Jain

Fund Manage : 22

Total AUM. : ₹0 Cr.

Bharat Lahoti

Fund Manage : 16

Total AUM. : ₹17,988 Cr.

AMC Office Information

Registered Office of Mutual Fund Company

AMCEdelweiss Mutual Fund
Emailemfhelp@edelweissfin.com
Office No022 40979737
Websitehttps://www.edelweissmf.com
Address Edelweiss House Off. C.S.T Road, Kalina, Mumbai 400098

Is this right fund for you?

1/3

What is your investing style?

Aggressive
Quality
Conservative

Frequently Asked Questions

What is a mutual fund?

In simple words, a fund is an investor’s safety deposit much like in earlier times when people used to store their savings into a bag of rice, in today’s times that bag has come with a new name that is the Mutual Fund.

What are the benefits of investing in funds?

Investing allows us with an opportunity to earn higher returns on our investment with minimal risks. It grows the capital invested in the long-term and provides a systematic way to secure one’s future.

Do mutual funds generate income?

Investing in funds is a great way to build capital. Long-term investments have proven to be a successful tool to create generational wealth. Deep analysis of the market and risk tolerance can help investors to earn good returns and generate income as well.

How many types of mutual funds are there?

There are several types of funds such as: • Equity funds, primary investment in stocks and equity shares. Subcategories include large-cap, mid-cap, small-cap funds. • Debt funds • Money market funds • Hybrid funds • Specialized funds

Who gets your money in mutual funds?

The income generated on the funds is the interest gained on the invested amount which is fairly distributed among the investors.