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Edelweiss Balanced Advantage Fund Direct growth
Hybrid • Dynamic • Direct growth
Top rated fund from 232 Dynamic Asset Allocation
Average credit rating
BBB
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Dynamic
Direct growth
Launched On
22 Jan 2013
13.1 years ago
Lock-in Period
No lock-in
NAV
as of 12 Feb 2026
₹60.32
-0.1655% (0.00)
AUM
₹13,376 Cr
Expense ratio
0.51%
Benchmark
Fund Plan
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
Asset split
Market capital
Equity77.29%
Cash16.15%
Debt6.58%
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Consumer Cyclical
Technology
Basic Materials
Healthcare
Fund House
Edelweiss
Inc: 14 Jun 2007 • Total AUM: ₹1,42,874 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: 9.12 yrs • Total AUM: 2,35,459 Cr
Bhavesh Jain
Experience: 12.52 yrs • Total AUM: 4,86,545 Cr
Bharat Lahoti
Experience: 8.40 yrs • Total AUM: 3,02,668 Cr
Rahul Dedhia
Experience: 8.17 yrs • Total AUM: 9,35,419 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'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.