Edelweiss Balanced Advantage Fund

Mutual Fund

By Rajendra Apr 25, 2023 Scheme Analysis

Top 5 Holding

ICICI Bank Reliance HDFC Bank Axis Bank ITC 5.37 4.91 3.77 3.73 3.37 Total - 19.15

Investment Strategy

[{"selector":"#anim-a51842fb-af02-4503-ba0a-7d1dc41a9689","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-682ca26d-0808-42c7-ae17-0d0733177d61","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] follow a process driven approach to shift the portfolio between equity & debt depending on market conditions Image Credit - Unsplash

Market Cap Exposure

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Investment Strategy

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Financial Service

27.00 8.27 7.39 6.98 5.35

Investment Strategy

[{"selector":"#anim-329410c8-ae3d-4d84-a7dd-409a574b9a04","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-55738eee-b838-43cc-a019-fe5e7f233717","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] invest more in equity when markets are moving up and switch to debt when markets are moving down Image Credit - Unsplash

Scheme Performance

[{"selector":"#anim-d51e79d5-736a-4bbb-b831-9a84de9f4b8c","keyframes":{"transform":["translate3d(-109.63855%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-b1a57860-3cce-4288-82e7-02c1f99f2e5b","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-418f19d6-522d-4be7-b75c-9aa0adf825d5","keyframes":{"transform":["scale(0.15)","scale(1)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"forwards"}] Thick Brush Stroke Upto 1 Year - 1.00% Scribbled Arrow As on 3 Apr 2023 1 Year 3 Year 5 Year 1.17% 18.34% 10.36%

Investment Strategy

[{"selector":"#anim-81012a7f-3978-475f-a1b9-ad6b334e73af","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-3047d8be-ef1c-4e60-abd4-520fd95b0766","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] You get to grow your money when equity markets move up and protect it when they go down Image Credit - Unsplash

SIP Performance

Thick Brush Stroke upto 1 year - 1% Scribbled Arrow As on 3 Apr. 2023 1 Year 3 Year 5 Year 12,141 41,229 78,383 2.17% 8.97% 10.61% Monthly SIP of 1,000

[{"selector":"#anim-71be7944-9d4f-46b0-a649-81a17041f1b2","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-6f0e4428-0cb4-4d77-9d53-afcd6e3ffa3f","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] 1You are a seasoned investor and want to gain from both rising and falling market Image Credit - Unsplash

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Mutual Fund

Edelweiss Balanced Advantage Fund

Category

Inception

Benchmark

AUM - 8,695 Cr

Fund Manager

Bhavesh Jain & Bharat Lahoti