Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.46 | 45.13 | 2.19 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.34 | 46.95 | 2.16 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
NIFTY 50 Hybrid Composite Debt 50:50 Index |
Dynamic asset allocation funds invest across various sector including stocks, bonds, real estate and other equity funds. It can be most suited fund in case of uncertain market. They are less riskier as compared to other equity funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Edelweiss Balanced Advantage Fund | 27.35% | 13.29% | 13.65% |
DSP Dynamic Asset Allocation Fund | 23.02% | 11.33% | 10.92% |
UTI Balanced Advantage Fund | 22.21% | — | 20.64% |
Franklin India Balanced Advantage Fund | 24.86% | — | 19.14% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Debt
Others
Holdings
4.93 %
Holdings
2.91 %
Holdings
2.72 %
Edelweiss Asset Management Limited (EAML) is part of the Investment & Advisory line of Business of Edelweiss Group. EMAL is one of the fastest growing and young AMCs’ in India.
No.of Schemes
48
Total AUM
₹ 1,03,764.49 Cr.
Bhavesh Jain
AUM: ₹37,827.66 Cr.
|
Exp: 5yrs
Bharat Lahoti
AUM: ₹24,983.06 Cr.
|
Exp: 9yrs
Rahul Dedhia
AUM: ₹70,738.20 Cr.
|
Exp: —
Pranavi Kulkarni
AUM: ₹57,935.67 Cr.
|
Exp: —
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Celebrating 15 years of Edelweiss Balanced Advantage Fund! 🎉
1 month ago•Edelweiss Mutual Fund
Open House by Edelweiss Mutual Fund | May 2023
1 year ago•Edelweiss Mutual Fund
Edelweiss Mutual Fund Open House | Session 5 | Panel Discussion Q & A
2 years ago•Edelweiss Mutual Fund
Edelweiss Balanced Advantage Fund
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2 years ago•Edelweiss Mutual Fund
Edelweiss Balanced Advantage Fund | Fund Insights with Bhavesh Jain (Apr 2022)
2 years ago•Edelweiss Mutual Fund
Radhika Gupta Discusses Edelweiss Balanced Advantage Fund Performance - CNBC Awaaz | Edelweiss MF
2 years ago•Edelweiss Mutual Fund
Volatility in hybrid funds with Bharat Lahoti & Bhavesh Jain | Edelweiss MF Annual Open House
3 years ago•Edelweiss Mutual Fund
Edelweiss Balanced Advantage Fund - A Dynamic Asset Allocation Fund | Edelweiss MF
3 years ago•Edelweiss Mutual Fund
All About Edelweiss Balanced Advantage Fund by Radhika Gupta, CEO Edelweiss AMC | Edelweiss MF
3 years ago•Edelweiss Mutual Fund
Returns
Fund has been able to generate better returns compared to other funds in the same category