Edelweiss Balanced Advantage Fund
Hybrid : Dynamic Asset AllocationGrowth
Fund Information
12,880.2 Cr.
Growth
1.92%
Hybrid - Dynamic Asset Allocation Fund
Nifty 50 Arbitrage Index
20 Aug 2009
Edelweiss Mutual Fund
Know MorePerformance
Monthly SIP of for
Total investment ₹36,000
| Total Value | Gain | Return % | |
|---|---|---|---|
| This Fund | 42,336 | 6,336 | 10.79% |
| Bank FD | 39,824 | 3,824 | 6.5% |
| Gold | 40,770 | 4,770 | 8.00% |
Fund Managed By
Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. Edelweiss Balanced Advantage Fund managed by following fund manager(s);
Return Comparison
Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by Edelweiss Balanced Advantage Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Hybrid, Dynamic Asset Allocation fund category these peer funds belongs to.
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Category Best | 2.02% | 4.48% | 11.04% | 9.30% | 19.03% | 17.93% | 23.08% | 15.00% |
| Category Average | 0.96% | 2.37% | 4.57% | 4.01% | 12.87% | 11.71% | 12.28% | 10.47% |
| Edelweiss Balanced Advantage Fund | 0.78% | 3.38% | 5.00% | 4.17% | 13.23% | 11.91% | 13.39% | 10.88% |
| HDFC Balanced Advantage Fund | 1.23% | 3.15% | 5.32% | 4.89% | 17.26% | 17.93% | 23.08% | 15.00% |
| Aditya Birla Sun Life Financial Planning FoF - Aggressive Plan | 0.91% | 3.28% | 6.53% | 6.47% | 17.25% | 15.98% | 16.67% | 12.78% |
| ICICI Prudential Dynamic Asset Allocation Active FoF | 0.85% | 2.76% | 5.45% | 8.62% | 14.32% | - | - | - |
| Baroda BNP Paribas Dynamic Equity Fund | 1.62% | 3.28% | 7.68% | 6.79% | 15.44% | - | - | - |
| Axis Retirement Savings Fund - Dynamic Plan | 0.76% | 2.74% | 4.91% | 1.22% | 17.75% | 13.89% | 13.74% | - |
Fund Portfolio Details
Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of Edelweiss Balanced Advantage Fund are shown below;
Portfolio Holdings shown is as of 31 Aug 2026
Riskometer
Investors understand that their
principal
will be at Very High risk