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Edelweiss Balanced Advantage Fund Direct Plan Growth
5Direct
Growth
3 yr CAGR
+13.18%
5Direct
Growth
3 yr CAGR
+13.18%
Fund overview
Net Asset Value
₹44.67
AUM (Fund size)
9,394.73 Crore
Lock-in period
No Lock-in
Exit Load
1% in 90 days
Expense ratio
0.49%
Risk
Very High
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.35 Lakhs ₹
Min investment of ₹500 required
Top holdings
| Holdings | Weightage |
|---|---|
| HDFC Bank Ltd | 7.18% |
| Reliance Industries Ltd | 6.33% |
| ICICI Bank Ltd | 4.92% |
| Cash Offset For Derivatives | 4.37% |
| 7.38% Govt Stock 2027 | 3.75% |
| Clearing Corporation Of India Ltd. | 3.75% |
| ITC Ltd | 3.22% |
| Infosys Ltd | 2.68% |
| Axis Bank Ltd | 2.13% |
| Bharti Airtel Ltd | 2.08% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹0 in a period of 20 years
Top Sectors
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 20.20 | 13.26% | Very High Risk | |
| 92.31 | 16.17% | Very High Risk | |
| 39.07 | 10.37% | Moderately High risk | |
| 17.39 | 13.49% | High Risk | |
| 63.61 | 16.15% | High Risk | |
| 153.65 | 16.01% | High Risk | |
| 17.19 | 13.68% | Moderately High risk | |
| 24.43 | 11.24% | Moderate Risk |
About Edelweiss Asset Management Limited
Edelweiss Mutual Fund was set-up in 2008 and is part of Edelweiss Financial Services Limited (EFSL), one of India's leading diversified financial services companies
Managers | Bharat Lahoti, Rahul Dedhia |
Custodians | Standard Chartered Bank |
Address | JPMorgan Asset Management India Pvt. Ltd. J.P.Morgan Tower, |
Fax Nos. | +91 22 61574170 |
Telephone Nos. | +91 22 61573000 |
Homepage | https://www.jpmorganmf.com/index.html |
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Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.35 Lakhs ₹
Min investment of ₹500 required
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Frequently Asked Questions
What are Balanced/Hybrid funds?
Hybrid funds are mutual funds in which the fund manager allocates your money in both equity and debt in a certain ratio. The ratio is decided when the fund is announced and it remains constant throughout.
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates
Is KYC necessary for BLACK?
KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.
What is a Mandate (Auto-SIP)?
A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.
