Edelweiss Balanced Advantage Fund Regular Plan Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.61
• Std Deviation 7.87%
• Tracking Error 0.00%

The primary objective of the Scheme is to generate capital appreciation with relatively lower volatility over a longer tenure of time. The Scheme will accordingly 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.

The Edelweiss Balanced Advantage Fund Regular Plan Growth has an AUM of 12380.59 crores & has delivered CAGR of 14.15% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.69%. The minimum investment in Edelweiss Balanced Advantage Fund Regular Plan Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include Clearing Corporation Of India Ltd., Cash Offset For Derivatives, HDFC Bank & ICICI Bank.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Biotechnology & Drugs & Electric Utilities.

Some of the similar funds are SBI Balanced Advantage Fund Regular Growth, Nippon India Balanced Advantage Fund Growth, Kotak Balanced Advantage Fund Regular Growth, Edelweiss Balanced Advantage Fund Regular Plan Growth, Tata Balanced Advantage Fund Regular Growth. Edelweiss Balanced Advantage Fund Regular Plan Growth has a sharpe ratio of 0.61 & a standard deviation of 7.87%.