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Edelweiss Balanced Advantage Fund Direct-Growth Edelweiss Balanced Advantage Fund Direct-Growth Edelweiss Balanced Advantage Fund Direct-Growth Edelweiss Balanced Advantage Fund Direct-Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Invest now! Paisabazaar INR 5000 1 rating rating rating rating rating Edelweiss Balanced Advantage Fund Direct-Growth 3 5

Hybrid Dynamic Asset Allocation


1 Yr return


3 Yrs CAGR returns


5 Yrs CAGR returns


NAV as on 25 Sep

₹ 28.08 by 0.38 ( 1.37%)

Expense ratio


Exit load


Fund Size (Cr)

₹ 1443.76

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Performance Graph*
Returns Calculator
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If ₹5000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

investment objective

The scheme will invest in arbitrage opportunities, equity derivative strategies, pure equity investments and the balance in debt and money market instruments.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Top Holdings
Top 10 Sectors %
Others 19.09
Financial 15.01
Energy 11.16
Automobile 10.99
Technology 8.99
FMCG 7.76
Health Care 6.45
Chemicals 4.73
Metals 3.22
Communication 3.21
Top 10 Sectors %
Others 10.48
Auto Ancillaries 7.68
Others 7.1
Electricity Generation 5.01
Banking 4.4
Computer Software 2.98
Telecom.Services 2.92
Computer Software 2.7
Others 2.32
Fund house details
Fund House Edelweiss Mutual Fund
Fund Manager Bharat Lahoti
Fund Setup Date 01 Jan 2013
Address 801- 802 & 803 - 8th Floor, Windsor Off C.S.T. Road, Kalina-Santacruz (E),
Contact 40933400/ 1800 425 0090
Email ID