Edelweiss Balanced Advantage Reg-IDCWM

Very High Hybrid IDCW Monthly

4 Morning Star

5 Value Research

NAV( 3 Feb 2023)

₹ 19.65
3.92%

Edelweiss Balanced Advantage Reg-IDCWM

Invest now
Performance

17.44%3y Returns

0.61% 1D Returns

Investment details
  • Min SIP amount

    ₹ 500
  • Min Lumpsum

    ₹ 5000
  • Lock In

    0
  • Expense ratio

    1.74%
  • Exit load

    0.0% For units in excess of 10% of the investment
    L After 365 days
    View more
  • 0.0%

    1% will be charged for redemption within 365 days

Fund details
View Fund Documents
  • Fund size

    ₹ 8,962 Cr
  • Plan

    REGULAR
  • Launch date

    14 Aug 2017
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY 50 Hybrid Composite debt 50:50 Index
  • ISIN

    INF754K01IK4
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Sectors
Company Allocation %
Automobile 4.82%
Construction 4.17%
Consumer Staples 5.50%
Financial 30.34%
Diversified 0.50%
Capital Goods 1.13%
Consumer Discretionary 1.33%
Chemicals 3.31%
Services 2.73%
Sovereign 6.88%
Energy 6.09%
Technology 11.73%
Insurance 0.68%
Metals & Mining 3.49%
Healthcare 2.99%
Communication 3.00%
Risk Associated
Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • Wealth will be Multiplied In Short time!

Contact Information

Address:

About

Edelweiss Asset Management Limited is part of the Investment & Advisory line of Business of Edelweiss Group. Edelweiss is one of India?s leading financial services conglomerates, offering a robust platform, to a diversified client base across domestic and global geographies. Customer centricity is core to Edelweiss. Being present in every financial life stage of a customer, helping them create, grow and protect their wealth, are key lines of business. Their mutual fund product suite encompass the entire risk return spectrum and are designed to offer the best opportunity for investment growth in Indian & global asset classes.

  • Funds Offered

    20
  • AUM

    ₹ 19,883 Cr
  • Highest Return

    15.24%
About

Bhavesh Jain Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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