Edelweiss Balanced Advantage Fund Direct Growth

Fund Overview

Fund Size

₹11,136 Cr

Expense Ratio

0.48%

ISIN

INF754K01BS2

Minimum SIP

₹100

Exit Load

1.00%

Inception Date

22 Jan 2013

About this fund

Edelweiss Balanced Advantage Fund Direct Growth is a Dynamic Asset Allocation mutual fund schemes offered by Edelweiss Mutual Fund. This fund has been in existence for 11 years, 3 months and 28 days, having been launched on 22-Jan-13.
As of 17-May-24, it has a Net Asset Value (NAV) of ₹52.74, Assets Under Management (AUM) of 11135.73 Crores, and an expense ratio of 0.48%.

Edelweiss Balanced Advantage Fund Direct Growth has given a CAGR return of 13.39% since inception.
The fund's asset allocation comprises around 71.65% in equities, 11.79% in debts, and 16.55% in cash & cash equivalents.
You can start investing in Edelweiss Balanced Advantage Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+26.99%

+23.60% (Cat Avg.)

3 Years

+15.14%

+12.61% (Cat Avg.)

5 Years

+16.71%

+12.37% (Cat Avg.)

10 Years

+13.57%

+10.83% (Cat Avg.)

Since Inception

+13.39%

— (Cat Avg.)

Portfolio Summaryas of 30th April 2024

Equity	₹7,979.09 Cr	71.65%
Debt	₹1,312.68 Cr	11.79%
Others	₹1,843.96 Cr	16.56%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Clearing Corporation Of India Ltd.	Cash - Repurchase Agreement	₹876.89 Cr	7.87%
Cash Offset For Derivatives	Cash - General Offset	₹700.65 Cr	6.29%
HDFC Bank Ltd	Equity	₹635.24 Cr	5.70%
Nifty 30-May-2024	Equity Index - Future	₹-511.16 Cr	4.59%
ICICI Bank Ltd	Equity	₹508.29 Cr	4.56%
Reliance Industries Ltd	Equity	₹385.52 Cr	3.46%
Axis Bank Ltd	Equity	₹312.6 Cr	2.81%
State Bank of India	Equity	₹307.92 Cr	2.77%
Bharti Airtel Ltd	Equity	₹282.44 Cr	2.54%
Edelweiss Liquid Dir Gr	Mutual Fund - Open End	₹250.03 Cr	2.25%
Maruti Suzuki India Ltd	Equity	₹244.49 Cr	2.20%
Infosys Ltd	Equity	₹228.36 Cr	2.05%
Larsen & Toubro Ltd	Equity	₹227.31 Cr	2.04%
7.1% Govt Stock 2029	Bond - Gov't/Treasury	₹199.19 Cr	1.79%
NTPC Ltd	Equity	₹190.52 Cr	1.71%
Rural Electrification Corporation Limited	Bond - Corporate Bond	₹174.14 Cr	1.56%
ITC Ltd	Equity	₹172.16 Cr	1.55%
TVS Motor Co Ltd	Equity	₹164.18 Cr	1.47%
Bharat Petroleum Corp Ltd	Equity	₹159.72 Cr	1.43%
Export Import Bank Of India	Bond - Corporate Bond	₹149.35 Cr	1.34%
Sun Pharmaceuticals Industries Ltd	Equity	₹149.04 Cr	1.34%
Bajaj Finance Ltd	Equity	₹143.26 Cr	1.29%
Tata Consultancy Services Ltd	Equity	₹142.34 Cr	1.28%
Tata Motors Ltd Class A	Equity	₹140.34 Cr	1.26%
Container Corporation of India Ltd	Equity	₹117.14 Cr	1.05%
IndusInd Bank Ltd	Equity	₹111.43 Cr	1.00%
Bank of Baroda	Equity	₹108.11 Cr	0.97%
Coal India Ltd	Equity	₹106.46 Cr	0.96%
Hindalco Industries Ltd	Equity	₹104.61 Cr	0.94%
Punjab National Bank	Equity	₹104.35 Cr	0.94%
Brigade Enterprises Ltd	Equity	₹101.6 Cr	0.91%
Indian Hotels Co Ltd	Equity	₹100.23 Cr	0.90%
Bharat Heavy Electricals Ltd	Equity	₹100.04 Cr	0.90%
Small Industries Development Bank Of India	Bond - Corporate Bond	₹100.01 Cr	0.90%
Power Finance Corporation Ltd.	Bond - Corporate Bond	₹99.7 Cr	0.90%
Hdb Financial Services Limited	Bond - Corporate Bond	₹99.53 Cr	0.89%
InterGlobe Aviation Ltd	Equity	₹99.23 Cr	0.89%
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	₹97.53 Cr	0.88%
Future on HDFC Bank Ltd	Equity - Future	₹-96.46 Cr	0.87%
Eicher Motors Ltd	Equity	₹92.12 Cr	0.83%
Zomato Ltd	Equity	₹91.69 Cr	0.82%
Power Grid Corp Of India Ltd	Equity	₹91.13 Cr	0.82%
Cholamandalam Investment And Fin. Co. Ltd	Bond - Corporate Bond	₹89.29 Cr	0.80%
Cipla Ltd	Equity	₹88.14 Cr	0.79%
Multi Commodity Exchange of India Ltd	Equity	₹86.08 Cr	0.77%
Hindustan Unilever Ltd	Equity	₹82.68 Cr	0.74%
Tata Steel Ltd	Equity	₹80.83 Cr	0.73%
Hindustan Petroleum Corp Ltd	Equity	₹75.51 Cr	0.68%
Power Finance Corporation Ltd.	Bond - Corporate Bond	₹75 Cr	0.67%
ABB India Ltd	Equity	₹74.66 Cr	0.67%
Small Industries Development Bank Of India	Bond - Corporate Bond	₹74.46 Cr	0.67%
REC Ltd	Equity	₹74.29 Cr	0.67%
Dixon Technologies (India) Ltd	Equity	₹72.75 Cr	0.65%
Nestle India Ltd	Equity	₹72.39 Cr	0.65%
HCL Technologies Ltd	Equity	₹72.16 Cr	0.65%
Bajaj Finserv Ltd	Equity	₹71.05 Cr	0.64%
Trent Ltd	Equity	₹69.36 Cr	0.62%
NMDC Ltd	Equity	₹66.42 Cr	0.60%
Indraprastha Gas Ltd	Equity	₹64.42 Cr	0.58%
Tata Power Co Ltd	Equity	₹62.9 Cr	0.56%
UltraTech Cement Ltd	Equity	₹60.07 Cr	0.54%
Kajaria Ceramics Ltd	Equity	₹59.11 Cr	0.53%
Avenue Supermarts Ltd	Equity	₹58.12 Cr	0.52%
Max Healthcare Institute Ltd Ordinary Shares	Equity	₹56.42 Cr	0.51%
Future on State Bank of India	Equity - Future	₹-55.53 Cr	0.50%
Wipro Ltd	Equity	₹54.87 Cr	0.49%
Indus Towers Ltd Ordinary Shares	Equity	₹54.61 Cr	0.49%
Asian Paints Ltd	Equity	₹53.9 Cr	0.48%
Oil & Natural Gas Corp Ltd	Equity	₹53.74 Cr	0.48%
Dr Reddy's Laboratories Ltd	Equity	₹52.44 Cr	0.47%
UNO Minda Ltd	Equity	₹52.28 Cr	0.47%
Pidilite Industries Ltd	Equity	₹51.68 Cr	0.46%
Muthoot Finance Ltd.30/05/2024	Equity - Future	₹50.42 Cr	0.45%
7.38% Govt Stock 2027	Bond - Gov't/Treasury	₹50.26 Cr	0.45%
Indian Bank	Equity	₹49.46 Cr	0.44%
CreditAccess Grameen Ltd Ordinary Shares	Equity	₹49.07 Cr	0.44%
BSE Ltd	Equity	₹48.02 Cr	0.43%
Cholamandalam Financial Holdings Ltd	Equity	₹47.12 Cr	0.42%
Bharat Electronics Ltd	Equity	₹47.04 Cr	0.42%
Torrent Pharmaceuticals Ltd	Equity	₹45.92 Cr	0.41%
JSW Infrastructure Ltd	Equity	₹45.56 Cr	0.41%
Bosch Ltd	Equity	₹44.54 Cr	0.40%
Sundaram Finance Ltd	Equity	₹44.53 Cr	0.40%
Aurobindo Pharma Ltd	Equity	₹44.52 Cr	0.40%
United Spirits Ltd	Equity	₹44.18 Cr	0.40%
Phoenix Mills Ltd	Equity	₹43.82 Cr	0.39%
Tata Elxsi Ltd	Equity	₹43.64 Cr	0.39%
PB Fintech Ltd	Equity	₹42.78 Cr	0.38%
PI Industries Ltd	Equity	₹42.51 Cr	0.38%
Accrued Interest	Cash - Collateral	₹42.25 Cr	0.38%
Persistent Systems Ltd	Equity	₹42.02 Cr	0.38%
IDFC Ltd	Equity	₹40.3 Cr	0.36%
Westlife Foodworld Ltd	Equity	₹40.04 Cr	0.36%
Hero MotoCorp Ltd	Equity	₹39.49 Cr	0.35%
Lupin Ltd	Equity	₹38.63 Cr	0.35%
Life Insurance Corporation of India	Equity	₹37.66 Cr	0.34%
Godrej Consumer Products Ltd	Equity	₹37.5 Cr	0.34%
Britannia Industries Ltd	Equity	₹37.43 Cr	0.34%
HDFC Asset Management Co Ltd	Equity	₹37.38 Cr	0.34%
Page Industries Ltd.30/05/2024	Equity - Future	₹34.96 Cr	0.31%
Future on Manappuram Finance Ltd	Equity - Future	₹-34.42 Cr	0.31%
Manappuram Finance Ltd	Equity	₹34.23 Cr	0.31%
Oberoi Realty Ltd	Equity	₹34.09 Cr	0.31%
Vodafone Idea Ltd	Equity	₹33.9 Cr	0.30%
Craftsman Automation Ltd	Equity	₹33.15 Cr	0.30%
Tata Motors Ltd	Equity	₹31.98 Cr	0.29%
Avalon Technologies Ltd	Equity	₹30.62 Cr	0.28%
Future on Adani Enterprises Ltd	Equity - Future	₹-27.26 Cr	0.24%
Adani Enterprises Ltd	Equity	₹27.13 Cr	0.24%
Net Receivables/(Payables)	Cash - Collateral	₹-25.87 Cr	0.23%
India Grid TRust	Bond - Corporate Bond	₹25.16 Cr	0.23%
Brookfield India Real Estate Trust	Bond - Asset Backed	₹24.97 Cr	0.22%
Future on Coal India Ltd	Equity - Future	₹-24.83 Cr	0.22%
India Grid TRust	Bond - Corporate Bond	₹24.72 Cr	0.22%
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	₹24.54 Cr	0.22%
Future on Reliance Industries Ltd	Equity - Future	₹-19.5 Cr	0.18%
Future on Bharat Heavy Electricals Ltd	Equity - Future	₹-15.61 Cr	0.14%
Future on Power Finance Corp Ltd	Equity - Future	₹-12.89 Cr	0.12%
Power Finance Corp Ltd	Equity	₹12.83 Cr	0.12%
Future on Vedanta Ltd	Equity - Future	₹-11.97 Cr	0.11%
Vedanta Ltd	Equity	₹11.9 Cr	0.11%
Future on Punjab National Bank	Equity - Future	₹-11.47 Cr	0.10%
Future on TVS Motor Co Ltd	Equity - Future	₹-7.19 Cr	0.06%
Put Nifty 30-May-2024 23000	Equity Index - Option (Put)	₹6.81 Cr	0.06%
Future on Bharat Petroleum Corp Ltd	Equity - Future	₹-6.27 Cr	0.06%
Future on GMR Airports Infrastructure Ltd	Equity - Future	₹-5.21 Cr	0.05%
GMR Airports Infrastructure Ltd	Equity	₹5.17 Cr	0.05%
5.74% Govt Stock 2026	Bond - Gov't/Treasury	₹4.84 Cr	0.04%
Future on Tata Motors Ltd	Equity - Future	₹-4.49 Cr	0.04%
Hdfc Asset Management Company Ltd.30/05/2024	Equity - Future	₹3.77 Cr	0.03%
Gopal Snacks Ltd	Equity	₹3.67 Cr	0.03%
Future on IndusInd Bank Ltd	Equity - Future	₹-2.82 Cr	0.03%
Future on Axis Bank Ltd	Equity - Future	₹-2.79 Cr	0.03%
Future on Bank of Baroda	Equity - Future	₹-2.16 Cr	0.02%
Future on Hindustan Petroleum Corp Ltd	Equity - Future	₹-1.61 Cr	0.01%
Kesoram Industries Ltd	Equity	₹1.51 Cr	0.01%
Future on Tata Consultancy Services Ltd	Equity - Future	₹-1 Cr	0.01%
Muthoot Finance Ltd	Equity	₹0.8 Cr	0.01%
Page Industries Ltd	Equity	₹0.47 Cr	0.00%
Future on Lupin Ltd	Equity - Future	₹0.42 Cr	0.00%

Allocation By Market Cap (Equity)

Large Cap Stocks

59.10%

Mid Cap Stocks

11.96%

Small Cap Stocks

4.32%

Allocation By Credit Quality (Debt)

AAA

UNRATED

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Financial Services	₹2,906.81 Cr	26.10%
Consumer Cyclical	₹1,144.36 Cr	10.28%
Energy	₹808.07 Cr	7.26%
Industrials	₹775.25 Cr	6.96%
Technology	₹686.77 Cr	6.17%
Consumer Defensive	₹508.13 Cr	4.56%
Healthcare	₹475.11 Cr	4.27%
Basic Materials	₹473.43 Cr	4.25%
Utilities	₹408.96 Cr	3.67%
Communication Services	₹370.95 Cr	3.33%
Real Estate	₹179.51 Cr	1.61%

Risk & Performance Ratios

Standard Deviation

This fund

7.47%

Cat. avg.

7.46%

Lower the better

Sharpe Ratio

This fund

1.26

Cat. avg.

0.95

Higher the better

Sortino Ratio

This fund

Cat. avg.

1.90

Higher the better

Fund Managers

Bhavesh Jain

Since August 2013

Bharat Lahoti

Since September 2017

Rahul Dedhia

Since November 2021

Additional Scheme Detailsas of 30th April 2024

	ISIN	INF754K01BS2		Expense Ratio	0.48%		Exit Load	1.00%		Fund Size	₹11,136 Cr		Age	22 Jan 2013		Lumpsum Minimum	₹100		Fund Status	Open Ended Investment Company		Benchmark	Nifty 50 TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Withdrawal within 1 year

Flat 15% tax on realised gains (STCG - short term capital gains)

Withdrawal after 1 year

10% tax on realised gains above Rs. 1 lakh per financial year (LTCG - long term capital gains)

Note: Mutual funds are subject to capital gains taxation with surcharge and cess, based on prevailing income tax rules and investor income. Taxation applies to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Dynamic Asset Allocation Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Motilal Oswal Balance Advantage Fund Regular Growth Very High Risk	2.2%	1.0%	₹1247.43 Cr	27.0%
Motilal Oswal Balance Advantage Fund Direct Growth Very High Risk	1.0%	1.0%	₹1247.43 Cr	28.5%
Quant Dynamic Asset Allocation Fund Direct Growth Very High Risk	0.7%	1.0%	₹1046.84 Cr	61.0%
Quant Dynamic Asset Allocation Fund Regular Growth Very High Risk	2.2%	1.0%	₹1046.84 Cr	58.5%
Bandhan Balanced Advantage Fund Direct Growth Moderately High risk	0.6%	1.0%	₹2228.68 Cr	20.5%
Bandhan Balanced Advantage Fund Regular Growth Moderately High risk	1.9%	1.0%	₹2228.68 Cr	18.9%
Mahindra Manulife Balanced Advantage Fund Regular Growth Very High Risk	2.3%	1.0%	₹731.33 Cr	28.9%
Mahindra Manulife Balanced Advantage Fund Direct Growth Very High Risk	0.6%	1.0%	₹731.33 Cr	31.1%
Mirae Asset Balanced Advantage Fund Direct Growth High Risk	0.7%	1.0%	₹1570.06 Cr	22.3%
Mirae Asset Balanced Advantage Fund Regular Growth High Risk	2.1%	1.0%	₹1570.06 Cr	20.6%

About the AMC

Edelweiss Mutual Fund

+91 22 40979900

https://www.edelweissmf.com/

Total AUM

₹1,48,645 Cr

Address

J.P.Morgan Tower, Mumbai, 400 098

Other Funds by Edelweiss Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Edelweiss Multi Cap Fund Direct Growth Very High Risk	0.4%	1.0%	₹1787.90 Cr	-
Edelweiss Banking and PSU Debt Fund Direct Growth Moderate Risk	0.4%	0.0%	₹284.54 Cr	6.2%
Edelweiss NIFTY Large Midcap 250 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹142.34 Cr	43.6%
Edelweiss Money Market Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹485.28 Cr	7.4%
Edelweiss Liquid Fund Direct Growth Moderate Risk	0.1%	0.0%	₹4528.41 Cr	7.4%
Edelweiss Mid Cap Fund Direct Growth Very High Risk	0.4%	1.0%	₹5534.33 Cr	54.7%
Edelweiss Greater China Equity Direct Growth Very High Risk	1.4%	1.0%	₹1251.71 Cr	3.5%
Edelweiss ASEAN Equity Off Shore Direct Growth Very High Risk	1.6%	1.0%	₹60.15 Cr	2.8%
Edelweiss Large & Mid Cap Fund Direct Growth Very High Risk	0.5%	1.0%	₹2973.90 Cr	40.3%
Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹845.82 Cr	6.9%
Edelweiss Europe Dynamic Equity Offshore Fund Direct Growth Very High Risk	1.5%	1.0%	₹80.59 Cr	19.6%
BHARAT Bond FOF April 2030 Direct Growth Moderate Risk	0.1%	0.0%	₹6773.12 Cr	6.5%
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund Direct Growth Moderate Risk	0.2%	0.0%	₹173.02 Cr	6.6%
Edelweiss Flexi Cap Fund Direct Growth Very High Risk	0.5%	1.0%	₹1784.41 Cr	43.2%
Edelweiss Overnight Fund Direct Growth Low Risk	0.1%	0.0%	₹417.32 Cr	6.8%
Edelweiss Multi Asset Allocation Fund Direct Growth Low to Moderate Risk	0.4%	0.0%	₹796.16 Cr	-
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct Growth Very High Risk	0.5%	0.0%	₹140.89 Cr	41.6%
Edelweiss Long Term Equity Fund Direct Growth Very High Risk	0.7%	0.0%	₹342.70 Cr	36.1%
Edelweiss Recently Listed IPO Fund Direct Growth Very High Risk	1.0%	2.0%	₹932.05 Cr	41.8%
Edelweiss Balanced Advantage Fund Direct Growth Very High Risk	0.5%	1.0%	₹11135.73 Cr	27.0%
Edelweiss Government Securities Fund Direct Growth Moderate Risk	0.5%	0.0%	₹143.56 Cr	7.6%
Edelweiss Small Cap Fund Direct Growth Very High Risk	0.4%	1.0%	₹3361.40 Cr	49.0%
Edelweiss Nifty Smallcap 250 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹38.25 Cr	62.9%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹215.78 Cr	75.6%
Edelweiss Nifty Next 50 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹25.87 Cr	64.8%
Edelweiss Large Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹874.24 Cr	34.1%
Edelweiss Aggressive Hybrid Fund Direct Growth Very High Risk	0.3%	1.0%	₹1564.25 Cr	35.4%
Edelweiss Focused Equity Fund Direct Growth Very High Risk	0.7%	1.0%	₹753.24 Cr	38.9%
Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹3218.01 Cr	6.7%
BHARAT Bond FOF April 2025 Direct Growth Low to Moderate Risk	0.1%	0.0%	₹4964.02 Cr	7.0%
BHARAT Bond FOF April 2031 Direct Growth Moderate Risk	0.1%	0.0%	₹4524.46 Cr	6.1%
Edelweiss Arbitrage Fund Direct Growth Low Risk	0.4%	0.0%	₹10242.64 Cr	8.5%
Edelweiss Emerging Markets Opportunities Equity Offshore Direct Growth Very High Risk	1.4%	1.0%	₹111.98 Cr	15.8%
Edelweiss US Technology Equity Fund of Fund Direct Growth Very High Risk	1.4%	1.0%	₹2152.90 Cr	49.8%
BHARAT Bond ETF FOF - April 2033 Direct Growth Moderate Risk	0.1%	0.0%	₹2111.36 Cr	6.5%
Edelweiss Gold and Silver ETF Fund of Fund Direct Growth Very High Risk	0.4%	0.0%	₹86.50 Cr	18.3%
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Index Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹92.38 Cr	6.5%
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund Direct Growth Moderate Risk	0.2%	0.0%	₹148.24 Cr	6.8%
Edelweiss Nifty 50 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹56.67 Cr	24.6%
Edelweiss Nifty 100 Quality 30 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹28.41 Cr	31.5%
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Direct Growth Moderate Risk	0.2%	0.0%	₹943.06 Cr	6.6%
BHARAT Bond ETF FOF - April 2032 Direct Growth Moderate Risk	0.1%	0.0%	₹4324.04 Cr	6.4%
Edelweiss Nifty PSU Bond Plus SDL Apr 2026 50:50 Index Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹10028.02 Cr	6.9%
Edelweiss US Value Equity Offshore Fund Direct Growth Very High Risk	1.4%	1.0%	₹101.38 Cr	21.8%
Edelweiss Equity Savings Fund Direct Growth Moderate Risk	0.6%	0.0%	₹389.20 Cr	17.4%

Risk Level

Your principal amount will be at Very High Risk

Still got questions?
We're here to help.

What is the current NAV of Edelweiss Balanced Advantage Fund Direct Growth?

The NAV of Edelweiss Balanced Advantage Fund Direct Growth, as of 17-May-2024, is ₹52.74.

What are the returns of Edelweiss Balanced Advantage Fund Direct Growth?

The fund has generated 26.99% over the last 1 year and 15.14% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.

What is the portfolio composition of Edelweiss Balanced Advantage Fund Direct Growth?

The fund's allocation of assets is distributed as 71.65% in equities, 11.79% in bonds, and 16.55% in cash and cash equivalents.

Who manages the Edelweiss Balanced Advantage Fund Direct Growth?

The fund managers responsible for Edelweiss Balanced Advantage Fund Direct Growth are:-

Bhavesh Jain
Bharat Lahoti
Rahul Dedhia

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Edelweiss Balanced Advantage Fund Direct Growth

Fund Overview