Edelweiss Mutual Fund Balanced Advantage Fund - Direct Plan - Growth

Edelweiss Mutual Fund Balanced Advantage Fund - Direct Pl... overview and fund details

Edelweiss Mutual Fund Balanced Advantage Fund - Direct Plan - Growth ki category balanced hybrid hai, jo ki equity aur debt ka combination provide karti hai. Iska main objective yeh hai ki investors ko capital appreciation aur risk ko manage karte hue consistent returns de. Yeh fund un investors ke liye suitable hai jo moderate risk tolerance rakhte hain aur long-term wealth creation pe focus karte hain. Fund ka AUM ₹14112 Cr hai aur iski expense ratio sirf 0.78% hai, jo isse investment ke liye aakarshak banata hai. Chaliye, is fund ke baare mein aur adhik jaanate hain!

Edelweiss Mutual Fund Balanced Advantage Fund - Direct Pl... historical performance and returns

Edelweiss Mutual Fund Balanced Advantage Fund - Direct Plan - Growth ki historical performance ko dekhte hain. Is fund ne 1 saal mein 3.08% return diya hai, jabki 3 saalon ka return 12.3% hai. 5 saal ka return abhi 0% hai, jo kuch investors ke liye chinta ka vishay ho sakta hai. Iska benchmark, Nifty 50 Hybrid Composite Debt 65:35 Index, ke saath compare karein toh yeh fund kuchh volatility dikhata hai, lekin long-term mein yeh achche results de sakta hai.

Time Period	Edelweiss Fund Returns	Benchmark Returns
1 Year	3.08%	Data not available
3 Years	12.3%	Data not available
5 Years	0%	Data not available

Yeh consistency aur volatility dono ka achha blend hai. Fund manager Bharat Lahoti ka tenure 3.5 saal ka hai, jo fund ki performance mein positive impact daal sakta hai. Unki strategy aur portfolio allocation bhi is fund ke returns ko influence karte hain.

Edelweiss Mutual Fund Balanced Advantage Fund - Direct Pl... ke top holdings aur portfolio

Edelweiss Mutual Fund Balanced Advantage Fund - Direct Plan - Growth ke top holdings mein kuch major companies shamil hain. Is fund ki top 5 holdings hain: 1. HDFC Bank Ltd. (6.8%) 2. ICICI Bank Ltd. (5.5%) 3. Reliance Industries Ltd. (4.5%) 4. 8.38% GOI 2027 (4.2%) 5. Infosys Ltd. (3.8%) Yeh holdings fund ki equity allocation strategy ko reflect karte hain. In companies ki strong market position aur growth potential is fund ko stability aur returns dene mein madad karte hain. Sector allocation mein banking aur technology ka achha share hai, jo ki current market trends ke saath align karta hai. Isliye, yeh fund un investors ke liye achha option hai jo diversification aur growth dono chahte hain.

Edelweiss Mutual Fund Balanced Advantage Fund - Direct Pl... risk analysis and volatility

Edelweiss Mutual Fund Balanced Advantage Fund - Direct Plan - Growth ki riskometer rating moderately high hai. Matlab yeh fund un investors ke liye hai jo thoda risk lene ke liye tayyar hain. Iski volatility bhi iske portfolio ki equity exposure ke wajah se hai. Agar aapko market movements se dar lagta hai, toh shayad yeh fund aapke liye na ho. Iske alawa, agar aapka risk tolerance moderate hai aur aap SIP investing ke through wealth creation karna chahte hain, toh yeh fund aapke liye suitable ho sakta hai. Chaliye, ab is fund ke long-term investment outlook ko dekhte hain.

Edelweiss Mutual Fund Balanced Advantage Fund - Direct Pl... pros and cons for investors

• Pros:
  • Achha long-term wealth creation potential.
  • Moderate risk profile, suitable for conservative investors.
  • Low expense ratio of 0.78%.
  • Diversified portfolio with strong holdings.
• Cons:
  • Volatility risk due to equity exposure.
  • 5-year return is currently at 0%.
  • Market conditions may impact short-term performance.