Edelweiss Balanced Advantage Fund-regular Plan Monthly Idcw Reinvestment
HYBRID (NC)
Edelweiss Balanced Advantage Fund Returns
NAV: ₹19.65
As of 2026-10-21
2.75%
1yr
9.01%
3yr
7.98%
5yr
All
Edelweiss Balanced Advantage Fund Return Calculator
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Edelweiss Balanced Advantage Fund Overview
About Edelweiss Balanced Advantage Fund-regular Plan Monthly Idcw Reinvestment
The Edelweiss Balanced Advantage Fund-regular Plan Monthly Idcw Reinvestment , a null multi-cap fund Open Ended Mutual Funds from Edelweiss Asset Management Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.
Edelweiss Balanced Advantage Fund-regular Plan Monthly Idcw Reinvestment - Performance
The Edelweiss Balanced Advantage Fund-regular Plan Monthly Idcw Reinvestment has set a great track record, delivering an impressive 1-year return of 2.75. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹13,445 Cr. and the latest NAV declared is 19.65 as on 2026-10-21.
Edelweiss Balanced Advantage Fund-regular Plan Monthly Idcw Reinvestment - Investment Strategy
The Edelweiss Balanced Advantage Fund-regular Plan Monthly Idcw Reinvestment follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.
Edelweiss Balanced Advantage Fund-regular Plan Monthly Idcw Reinvestment - Fees and Expenses
The Edelweiss Balanced Advantage Fund-regular Plan Monthly Idcw Reinvestment has an expense ratio of 1.46 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of null if redeemed within 1 year of investment.
Edelweiss Balanced Advantage Fund-regular Plan Monthly Idcw Reinvestment - SIP Planning
The Edelweiss Balanced Advantage Fund-regular Plan Monthly Idcw Reinvestment, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Edelweiss Balanced Advantage Fund-regular Plan Monthly Idcw Reinvestment is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular null provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the null Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.
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Lock-in Period
Nil
Min SIP
100
Min Lumpsum
₹100
Fund Size(Cr)
₹13,445
Expense Ratio
1.46%
Exit Load
Nil
10% of the units allotted shall be redeemed without any Exit Load on or before completion of 90 days from the date of allotment of units. Any redemption in excess of such limit within 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.
Edelweiss Balanced Advantage Fund Holdings
Edelweiss Balanced Advantage Fund AMC Details
Fund House
Edelweiss Asset Management Limited
Edelweiss Balanced Advantage Fund FAQs
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Disclaimer
Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.
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