Edelweiss Balanced Advantage Fund (G) Mutual fund

Edelweiss Balanced Advantage Fund (G)

Q: How to Invest in Edelweiss Balanced Advantage 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 good?

The Edelweiss Balanced Advantage has an AUM of ₹12380.59 Cr as on 12/20/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 11.83%. The risk is Very High against the category average of 39.87.

Q: Is Edelweiss Balanced Advantage 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?

There is no lock-in period applicable on Edelweiss Balanced Advantage.

Q: What is the expense ratio of Edelweiss Balanced Advantage?

The expense ratio of Edelweiss Balanced Advantage is 1.69%.

Hybrid

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Dynamic Asset Allocation

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Fund Details

Current NAV

₹49.23

Expense Ratio

1.69%

Min SIP

₹100

Fund Size

₹12381Cr

Min Investment

₹100

Lock In

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

1.55%

Beta

0.60

Sharpe Ratio

0.5948

Risk

7.83%

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 through Rupeezy?

Q2. Is Edelweiss Balanced Advantage good?

Q3. Is Edelweiss Balanced Advantage tax free?

Q4. What is the lock-in period of Edelweiss Balanced Advantage?

Q5. What is the expense ratio of Edelweiss Balanced Advantage?

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