BJ
Bhavesh JainFund Manager Since 3 Aug 2015
AllocationDynamic Asset Allocation
Edelweiss Balanced Advantage Fund Regular Plan Growth
3Y Annualised
10.69%
-1.72% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-7.06%
-1.72% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
6 years 10 months
NIFTY 50
6 years 10 months
FD
9 years 7 months
Fund info
Fund size
₹13176.44 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.01%
10% of the units allotted shall be redeemed without any Exit Load on or before completion of 90 days from the date of allotment of units. Any redemption in excess of such limit within 90 days from the date of allotment shall be subject to the following Exit Load: If redeemed or switched out on or before completion of 90 days from the date of allotment of units - 1.00%. If redeemed or switched out after completion of 90 days from the date of allotment of units - NIL
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Balanced Advantage Fund Quarterly Payout of Inc Dist cum Cap Wdrl
4.56%
2nd
ICICI Prudential Balanced Advantage Fund Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
4.56%
3rd
ICICI Prudential Balanced Advantage Fund Direct Plan Quarterly Payout of Inc Dist cum Cap Wdrl
1.80%
4th
ICICI Prudential Balanced Advantage Fund Direct Plan Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
1.80%
5th
Unifi Dynamic Asset Allocation Fund Direct Growth
0.28%
137th
Edelweiss Balanced Advantage Fund Regular Plan Growth
-7.06%
Fund Managers
BL
Bharat LahotiFund Manager Since 18 Sept 2017
RD
Rahul DedhiaFund Manager Since 23 Nov 2021
About Edelweiss Balanced Advantage Fund Regular Plan Growth
Edelweiss Balanced Advantage Fund Regular Plan Growth is a Allocation mutual fund scheme from Edelweiss Asset Management Limited. This fund has been in existence for 16 years, having been launched on 2009-08-20. Edelweiss Balanced Advantage Fund Regular Plan Growth has ₹13176.44 Cr worth of assets under management (AUM) as of Tue Mar 24 2026. The latest Net Asset Value (NAV) of Edelweiss Balanced Advantage Fund Regular Plan Growth as of Mon Mar 23 2026 is ₹48.7. The fund has an expense ratio of 1.68%, which is medium comparable to most other Allocation funds.
Edelweiss Balanced Advantage Fund Regular Plan Growth returns for the last 1 year are 1.16%. Since launch, it has delivered 10.01% average annual returns.
The Edelweiss Balanced Advantage Fund Regular Plan Growth has the majority of its money invested in Financial Services, Energy, Industrials, Communication Services, Consumer Cyclical, Technology sectors.
Top 5 Holdings of Edelweiss Balanced Advantage Fund Regular Plan Growth.
- ICICI Bank Ltd: 4.86%
- Reliance Industries Ltd: 4.27%
- HDFC Bank Ltd: 3.74%
- Larsen & Toubro Ltd: 3.08%
- Bharti Airtel Ltd: 2.86%
AMC Information
| Name | Edelweiss Asset Management Limited |
|---|---|
| Founding Date | 2009-08-20 |
| emfhelp@edelweissfin.com | |
| Phone | +91 22 40979900 |
| Website | www.edelweissmf.com |
| Address | Edelweiss House, Off C.S.T. Road, Kalina |
Tax Implications of Edelweiss Balanced Advantage Fund Regular Plan Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
