Edelweiss Balanced Advantage Fund Regular Plan Growth - Regular - Latest NAV [ ₹33.81 ], Returns, Performance, Portfolio & Returns 2022

Edelweiss Balanced Advantage Fund Regular Plan Growth

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Regular

Growth

3 yr CAGR
+10.45%
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Regular

Growth

3 yr CAGR
+10.45%
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Fund overview

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Net Asset Value

₹33.81
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AUM (Fund size)

8,007.76 Crore
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Lock-in period

No Lock-in
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Exit Load

1% in 365 days
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Expense ratio

1.93%
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Risk

Very High
Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

7,345
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.
risk

Top holdings

HoldingsWeightage
Cash Offset For Derivatives10.34%
Net Receivables/(Payables)7.84%
HDFC Bank Ltd7.72%
Reliance Industries Ltd6.55%
Nifty 26/05/20226.48%
ICICI Bank Ltd5.62%
Axis Bank Ltd3.6%
Infosys Ltd3.44%
State Bank of India2.76%
Tata Consultancy Services Ltd2.21%

Calculate returns

Monthly (SIP)
One-Time
4000
20
yrs
₹4,000 invested monthly becomes 0 in a period of 20 years

Top Sectors

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

Bhavesh Jain, Bharat Lahoti, Rahul Dedhia

Custodians

Standard Chartered Bank

Address

Edelweiss House, Off C.S.T. Road, Kalina

Fax Nos.

+91 22 40979968

Telephone Nos.

+91 22 40979900

Homepage

www.edelweissmf.com

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Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

7,345
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.
risk

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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.