Edelweiss Balanced Advantage Fund -quarterly Dividend Reivestment Option

Hybrid Generate Income and create wealth
Dynamic Asset Allocation
Category Rank
Edelweiss Balanced Advantage Fund -quarterly Dividend Reivestment Option
Rating
Fund
Time to Invest
Edelweiss Balanced Advantage Fund -quarterly Dividend Reivestment Option
NAV
13.27
(13/12/2019)
L 52Wk H
12.35
13.43
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Edelweiss Balanced Advantage Fund -quarterly Dividend Reivestment Option

Hybrid
Dynamic Asset Allocation
Generate Income and create wealth
Rank Edelweiss Balanced Advantage Fund -quarterly Dividend Reivestment Option
Fund
NAV
13.27
(13/12/2019)
Time to Invest
Edelweiss Balanced Advantage Fund -quarterly Dividend Reivestment Option
Rating
L 52Wk H
12.35
13.43
Investment Objective

The primary objective of the Scheme is to generate capital appreciation with relatively lower volatility over a longer tenure of time. The Scheme will accrodingly invest in equities arbitrage opportunities and derivative strategies on the one hand and debt and money market instruments on the other. The Scheme may also invest in Infrastructure investment Trusts and Real Estate Investment Trusts. However there is no assurance that the investment objective of the Scheme will be realized. .

Category
  • Hybrid - Dynamic Asset Allocation
Benchmark
  • CRISIL Hybrid 50+50 - Moderate Index
  • NIFTY 50 - TRI
Returns
1M
-0.15%
3M
5.15%
6M
1.99%
1Y
6.90%
3Y
9.87%
5Y
6.57%
Historical NAV
NAV for scheme Edelweiss Balanced Advantage Fund - Regular Plan - Quarterly Dividend Option is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Edelweiss Balanced Advantage Fund -quarterly Dividend Reivestment Option

AUM

1481.56 Cr
Edelweiss Balanced Advantage Fund -quarterly Dividend Reivestment Option AUM is 41% higher than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil for 10% of Units on or before 365D For remaining units 1% on or before 365D and Nil after 365D
Lock In Period - NIL

Expense Ratio

2.11%
Edelweiss Balanced Advantage Fund -quarterly Dividend Reivestment Option Expense Ratio is 60% lower than other schemes in the category

Turnover Ratio

422.00%
Edelweiss Balanced Advantage Fund -quarterly Dividend Reivestment Option Turnover Ratio is 36% higher than other schemes in the category