Edelweiss Balanced Advantage Fund

Mutual Fund

By Rajendra Oct 18, 2022 Scheme Analysis

Investment Strategy

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Top 5 Holding

ICICI Bank Reliance HDFC Bank Infosys Axis Bank 5.99 5.39 4.84 3.38 3.12 Total 22.62

Market Cap Exposure

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Investment Strategy

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Financial Service

26.46 8.21 8.18 5.73 5.58

Investment Strategy

[{"selector":"#anim-6c36cd43-dbe6-43af-9665-f9a186365884","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-d528d178-9291-4fdc-9502-cf83b7297097","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

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Investment Strategy

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SIP Performance

Thick Brush Stroke upto 1 year - 1% Scribbled Arrow As on 30 Sep. 2022 1 Year 3 Year 5 Year 12,099 43,554 81,147 1.54% 12.79% 12.03% Monthly SIP of 1,000

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Mutual Fund

Edelweiss Balanced Advantage Fund

Category

Inception

Benchmark

AUM - 8,685 Cr

Fund Manager

Bhavesh Jain & Bharat Lahoti