3 Year return
12.06%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹12689.91 Cr.
Expense Ratio
0.46% (inclusive of GST)
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.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Edelweiss Mutual Fund Managers
BJ
Bhavesh Jain
Fund Manager since Sep 2024
Fund House Details
Edelweiss Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
HDFC Balanced Advantage Fund |
21.14% |
4 |
Baroda BNP Paribas Balanced Advantage Fund |
13.75% |
3 |
Edelweiss Balanced Advantage Fund |
12.06% |
5 |
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Bharat Bond ETF FoF April 2032 Direct Plan Dividend Reinvestment
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About Edelweiss Balanced Advantage Fund Direct Plan Monthly IDCW Reinvestment
The Edelweiss Balanced Advantage Fund Direct Plan Monthly IDCW Reinvestment fund is a balanced advantage fund managed by Edelweiss Mutual Fund. It is a type of fund that invests in a mix of equity and debt securities. This is an open-ended investment scheme that provides the investor with an opportunity to invest at any time. The expense ratio of the Edelweiss Balanced Advantage Fund Direct Plan Monthly IDCW Reinvestment fund is lower than the category average.
Investment Objectives of the Scheme
The investment objective of the Edelweiss Balanced Advantage Fund Direct Plan Monthly IDCW Reinvestment fund is to generate returns that are higher than those of a pure equity fund but with lower volatility than a pure debt fund. The fund aims to achieve this by investing in a mix of equity and debt securities, with the allocation of assets between equity and debt varying depending on the market conditions.
Key Features of The Fund
5-year return | 16.38% |
Expense Ratio | 0.46% |
Fund Manager | Bhavesh Jain |
Fund Size | ₹12689.91 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
The Edelweiss Balanced Advantage Fund Direct Plan Monthly IDCW Reinvestment fund is suitable for investors who are looking for a balanced investment option that offers the potential for growth with some downside protection. The fund is also suitable for investors who are looking for a relatively low-risk investment option. However, talk to your financial advisor and ensure that you are considering your investment objectives and risk appetite.
AMC Contact Details
Name | Edelweiss Mutual Fund |
Launch Date | 2009 |
Addresss | Edelweiss House, Off. C.S.T Road, Kalina, Mumbai - 400 098 |
Contact | 1800 425 0090 |
EMFHelp@edelweissmf.com | |
Website | https://www.edelweissmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Edelweiss Balanced Advantage Fund Direct Plan Monthly IDCW Reinvestment?
What is the AUM of Edelweiss Balanced Advantage Fund Direct Plan Monthly IDCW Reinvestment?
What is the expense ratio of Edelweiss Balanced Advantage Fund Direct Plan Monthly IDCW Reinvestment?
What are the returns of Edelweiss Balanced Advantage Fund Direct Plan Monthly IDCW Reinvestment since inception?
What is the minimum SIP amount to invest in Edelweiss Balanced Advantage Fund Direct Plan Monthly IDCW Reinvestment?
How do I invest in Edelweiss Balanced Advantage Fund Direct Plan Monthly IDCW Reinvestment?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Edelweiss Balanced Advantage Fund Direct Plan Monthly IDCW Reinvestment?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Edelweiss Balanced Advantage Fund Direct Plan Monthly IDCW Reinvestment?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Edelweiss Balanced Advantage Fund Direct Plan Monthly IDCW Reinvestment?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.