Edelweiss Balanced Advantage Reg-IDCWQ Transfer

Very High Hybrid IDCW Quarterly

0 Morning Star

4 Value Research

NAV( 29 Mar 2023)

₹ 16.71
-%

Edelweiss Balanced Advantage Reg-IDCWQ Transfer

Invest now
Performance

-%3y Returns

0.48% 1D Returns

Investment details
  • Min SIP amount

    ₹ 500
  • Min Lumpsum

    ₹ -
  • Lock In

    0
  • Expense ratio

    1.75%
  • 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

    ₹ 8,780 Cr
  • Plan

    REGULAR
  • Launch date

    3 Aug 2009
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY 50 Hybrid Composite debt 50:50 Index
  • ISIN

    INF754K01277
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Sectors
Company Allocation %
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

    ₹ 20,432 Cr
  • Highest Return

    25.12%
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

Start investing now

Select a Date

1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28

Similar Mutual Funds

View All Mutual Funds

SBI Balanced Advantage Fund Reg-G

0 Morning Star

0 Value Research

2.52 %

0 Morning Star

0 Value Research

NAV

10.75

1M Returns

2.52%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.21859.49 Cr

Fund Manager

Dinesh Ahuja
Moderately High Hybrid G
More

NAV

10.75

Min Investment

₹500.0

Fund Size

₹21859.49 cr

Fund Manager

Dinesh Ahuja
ADD to watchlist
Mirae Asset Balanced Advantage Fund Reg-G

0 Morning Star

0 Value Research

0 Morning Star

0 Value Research

NAV

9.94

1M Returns

-%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.1000.0

Fund Size

Rs.958.58 Cr

Fund Manager

Mahendra Kumar Jajoo
Very High Hybrid G
More

NAV

9.94

Min Investment

₹1000.0

Fund Size

₹958.58 cr

Fund Manager

Mahendra Kumar Jajoo
ADD to watchlist
Aditya Birla SL Balanced Advantage-G

3 Morning Star

4 Value Research

3.31 %

3 Morning Star

4 Value Research

NAV

74.07

1M Returns

3.31%

1Y Returns

14.67%

3Y Returns

13.0%

Min. Investment

Rs.1000.0

Fund Size

Rs.6386.06 Cr

Fund Manager

Lovelish Solanki
Very High Hybrid G
More

NAV

74.07

Min Investment

₹1000.0

Fund Size

₹6386.06 cr

Fund Manager

Lovelish Solanki
ADD to watchlist
ICICI Pru Balanced Advantage-G

4 Morning Star

4 Value Research

2.9 %

4 Morning Star

4 Value Research

NAV

52.04

1M Returns

2.9%

1Y Returns

15.37%

3Y Returns

13.17%

Min. Investment

Rs.100.0

Fund Size

Rs.44515.74 Cr

Fund Manager

Sankaran Naren
Moderately High Hybrid G
More

NAV

52.04

Min Investment

₹100.0

Fund Size

₹44515.74 cr

Fund Manager

Sankaran Naren
ADD to watchlist
Edelweiss Balanced Advantage Reg-G

4 Morning Star

4 Value Research

3.92 %

4 Morning Star

4 Value Research

NAV

35.89

1M Returns

3.92%

1Y Returns

18.43%

3Y Returns

17.44%

Min. Investment

Rs.500.0

Fund Size

Rs.8780.2 Cr

Fund Manager

Bhavesh Jain
Very High Hybrid G
More

NAV

35.89

Min Investment

₹500.0

Fund Size

₹8780.2 cr

Fund Manager

Bhavesh Jain
ADD to watchlist
DSP Dynamic Asset Allocation Reg-G

3 Morning Star

3 Value Research

1.88 %

3 Morning Star

3 Value Research

NAV

19.49

1M Returns

1.88%

1Y Returns

9.54%

3Y Returns

10.8%

Min. Investment

Rs.500.0

Fund Size

Rs.3770.77 Cr

Fund Manager

Laukik Bagwe
High Hybrid G
More

NAV

19.49

Min Investment

₹500.0

Fund Size

₹3770.77 cr

Fund Manager

Laukik Bagwe
ADD to watchlist
Nippon India Balanced Advantage-G

3 Morning Star

3 Value Research

3.28 %

3 Morning Star

3 Value Research

NAV

124.17

1M Returns

3.28%

1Y Returns

16.11%

3Y Returns

12.09%

Min. Investment

Rs.100.0

Fund Size

Rs.6593.56 Cr

Fund Manager

Manish Gunwani
High Hybrid G
More

NAV

124.17

Min Investment

₹100.0

Fund Size

₹6593.56 cr

Fund Manager

Manish Gunwani
ADD to watchlist
Franklin India Balanced Advantage Fund Reg-G

0 Morning Star

0 Value Research

0 Morning Star

0 Value Research

NAV

10.0

1M Returns

-%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.1032.76 Cr

Fund Manager

Sachin Padwal-Desai
Very High Hybrid G
More

NAV

10.0

Min Investment

₹500.0

Fund Size

₹1032.76 cr

Fund Manager

Sachin Padwal-Desai
ADD to watchlist
HDFC Balanced Advantage-G

5 Morning Star

4 Value Research

5.56 %

5 Morning Star

4 Value Research

NAV

320.7

1M Returns

5.56%

1Y Returns

26.44%

3Y Returns

14.54%

Min. Investment

Rs.100.0

Fund Size

Rs.51042.46 Cr

Fund Manager

Anil Bamboli
Very High Hybrid G
More

NAV

320.7

Min Investment

₹100.0

Fund Size

₹51042.46 cr

Fund Manager

Anil Bamboli
ADD to watchlist
Sundaram Balanced Advantage-G

2 Morning Star

5 Value Research

3.33 %

2 Morning Star

5 Value Research

NAV

25.6

1M Returns

3.33%

1Y Returns

13.2%

3Y Returns

7.81%

Min. Investment

Rs.100.0

Fund Size

Rs.1532.5 Cr

Fund Manager

Ravi Gopalakrishnan
Moderately High Hybrid G
More

NAV

25.6

Min Investment

₹100.0

Fund Size

₹1532.5 cr

Fund Manager

Ravi Gopalakrishnan
ADD to watchlist
Sundaram Balanced Advantage Fund Reg-G

- Morning Star

- Value Research

0.92 %

- Morning Star

- Value Research

NAV

14.63

1M Returns

0.92%

1Y Returns

14.91%

3Y Returns

-%

Min. Investment

Rs.100.0

Fund Size

Rs.1247.87 Cr

Fund Manager

-
Moderately High Hybrid G
More

NAV

14.63

Min Investment

₹100.0

Fund Size

₹1247.87 cr

Fund Manager

-
ADD to watchlist
HSBC Balanced Advantage-G

3 Morning Star

3 Value Research

2.28 %

3 Morning Star

3 Value Research

NAV

31.16

1M Returns

2.28%

1Y Returns

8.87%

3Y Returns

10.02%

Min. Investment

Rs.500.0

Fund Size

Rs.1511.03 Cr

Fund Manager

Ritesh Jain
Moderately High Hybrid G
More

NAV

31.16

Min Investment

₹500.0

Fund Size

₹1511.03 cr

Fund Manager

Ritesh Jain
ADD to watchlist
Invesco India Dynamic Equity-G

2 Morning Star

2 Value Research

4.45 %

2 Morning Star

2 Value Research

NAV

37.13

1M Returns

4.45%

1Y Returns

12.98%

3Y Returns

11.01%

Min. Investment

Rs.500.0

Fund Size

Rs.612.43 Cr

Fund Manager

Amit Ganatra
Very High Hybrid G
More

NAV

37.13

Min Investment

₹500.0

Fund Size

₹612.43 cr

Fund Manager

Amit Ganatra
ADD to watchlist
Kotak Balanced Advantage Fund Reg-G

3 Morning Star

3 Value Research

2.37 %

3 Morning Star

3 Value Research

NAV

14.84

1M Returns

2.37%

1Y Returns

13.2%

3Y Returns

13.45%

Min. Investment

Rs.100.0

Fund Size

Rs.14279.84 Cr

Fund Manager

Abhishek Bisen
Very High Hybrid G
More

NAV

14.84

Min Investment

₹100.0

Fund Size

₹14279.84 cr

Fund Manager

Abhishek Bisen
ADD to watchlist
LIC MF Balanced Advantage Fund Reg-G

0 Morning Star

0 Value Research

3.36 %

0 Morning Star

0 Value Research

NAV

10.2

1M Returns

3.36%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.1000.0

Fund Size

Rs.1030.82 Cr

Fund Manager

Yogesh Patil
Very High Hybrid G
More

NAV

10.2

Min Investment

₹1000.0

Fund Size

₹1030.82 cr

Fund Manager

Yogesh Patil
ADD to watchlist
Motilal Oswal Balance Advantage Reg-G

2 Morning Star

1 Value Research

3.91 %

2 Morning Star

1 Value Research

NAV

14.46

1M Returns

3.91%

1Y Returns

9.18%

3Y Returns

9.96%

Min. Investment

Rs.500.0

Fund Size

Rs.667.98 Cr

Fund Manager

Santosh Singh
Very High Hybrid G
More

NAV

14.46

Min Investment

₹500.0

Fund Size

₹667.98 cr

Fund Manager

Santosh Singh
ADD to watchlist