Edelweiss Balanced Advantage Fund (G) Mutual fund

Edelweiss Balanced Advantage Fund (G)

Q: How to Invest in Edelweiss Balanced Advantage Fund (G) through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Edelweiss Balanced Advantage Fund (G) good?

The Edelweiss Balanced Advantage Fund (G) has an AUM of ₹12306.19 Cr as on 11/29/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 12.38%. The risk is Very High against the category average of 41.92.

Q: Is Edelweiss Balanced Advantage Fund (G) tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year. If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.

Q: What is the lock-in period of Edelweiss Balanced Advantage Fund (G)?

There is no lock-in period applicable on Edelweiss Balanced Advantage Fund (G).

Q: What is the expense ratio of Edelweiss Balanced Advantage Fund (G)?

The expense ratio of Edelweiss Balanced Advantage Fund (G) is 1.69%.

Hybrid

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Dynamic Asset Allocation

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Fund Details

Current NAV

₹49.83

Expense Ratio

1.69%

Min SIP

₹100

Fund Size

₹12306Cr

Min Investment

₹100

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Scheme Information Document

Exit load: 10% of the units alloted shall be redeemed without any Exit Load on or before completion of 90 days from the date of allotment shall be subject to the following Exit Load: 1.00% - If redeemed or switched out before completion of 90 days from the date of alotment. Nil - If redeemed or switched out after 90 days from the date of allotment.

Fund Performance

Alpha

2.05%

Beta

0.59

Sharpe Ratio

0.5511

Risk

7.93%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Edelweiss Balanced Advantage Fund (G) FAQs

Q1. How to Invest in Edelweiss Balanced Advantage Fund (G) through Rupeezy?

Q2. Is Edelweiss Balanced Advantage Fund (G) good?

Q3. Is Edelweiss Balanced Advantage Fund (G) tax free?

Q4. What is the lock-in period of Edelweiss Balanced Advantage Fund (G)?

Q5. What is the expense ratio of Edelweiss Balanced Advantage Fund (G)?

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