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Edelweiss Balanced Advantage Fund Direct dividend reinvestment
Hybrid • Dynamic • Direct dividend reinvestment
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Dynamic
Direct dividend reinvestment
Launched On
21 Aug 2017
8.8 years ago
Lock-in Period
No lock-in
NAV
as of 23 Jun 2026
₹26.02
-0.8006% (-0.20)
AUM
₹12,906 Cr
Expense ratio
0.96%
Benchmark
Fund Plan
Monthly
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 90D
1%
If units sold after 90D
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Consumer Cyclical
Industrials
Technology
Healthcare
Fund House
Edelweiss
Inc: 14 Jun 2007 • Total AUM: ₹1,51,907 Cr • Rank #14Edelweiss Mutual Fund, started in 2009, has Edelweiss as its sponsor. The fund house is headed by Radhika Gupta as the CEO. As of 31 March 2024, it has an AUM of ₹1,61,815 Cr.
Fund Managers
Kedar Karnik
Experience: 9.47 yrs • Total AUM: 2,87,996 Cr
Bhavesh Jain
Experience: 12.88 yrs • Total AUM: 4,79,883 Cr
Bharat Lahoti
Experience: 8.76 yrs • Total AUM: 3,33,017 Cr
Rahul Dedhia
Experience: 8.53 yrs • Total AUM: 10,40,649 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
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