Edelweiss Balanced Advantage Fund (IDCW-Q)

  • 5 years return (%) 13.55%
  • AUM (₹) ₹5845.33 Cr
  • NAV (₹) 17.79
  • Rating 3

Performance

1Y 3Y 5Y Max
Fund Return 35.38% 17.82% 13.55% 130.79%
Category Average 51.84% 22.09% 18.63% 23.39%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
35.38%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Edelweiss Balanced Advantage Fund (IDCW-Q) 1.86 5845.3325 +18%
DSP Equity & Bond Fund - (G) 1.87 7562.7825 +21%
Canara Robeco Equity Hybrid Fund (G) 1.93 6745.6889 +21%
Mirae Asset Hybrid - Equity Fund (G) 1.85 6109.358 +19%
Aditya Birla SL Balanced Advantage Fund (G) 1.91 5484.8655 +14%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • C C I

    Automobile Sector
    Reverse Repo Instrument
    9.3% % Assets
  • ICICI Bank

    Automobile Sector
    Equity Instrument
    5.0% % Assets
  • Infosys

    Automobile Sector
    Equity Instrument
    4.3% % Assets
  • N A B A R D

    Automobile Sector
    Commercial Paper Instrument
    4.3% % Assets
  • HDFC Bank

    Automobile Sector
    Equity Instrument
    3.9% % Assets

AMC Details

Edelweiss Mutual Fund

  • 69188.2097 Cr

    AUM

Contact Details

Edelwiess House,
Off.C.S.T. Road,
Kalina, Mumbai - 400 098.

+91 022 40933400 | +91 022 40933401
emfhelp@edelweissfin.com