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EDELWEISS BALANCED ADVANTAGE FUND -QUARTERLY IDCW REINVESTMENT

21.94
0.06 as on 12-Jul-2024
HYBRID | DYNAMIC ASSET ALLOCATION

25.35

1 YEAR RETURNS

13.15

3 YEAR RETURNS

15.13

5 YEAR RETURNS

4 / 5

FundExpert Rating
Buy


100.0

Minimum Investment

100.0

Minimum SIP Investment

100.0

Additional Purchase

Option Type

Three Year NAV

Peer Comparison

Peer Mutual Fund Fundexpert Rating Current Nav 1yr Return 3yr Return 5yr Return
HDFC BALANCED ADVANTAGE FUND - REGULAR PLAN - IDCW REINVESTMENT 5 41.08 41.47 23.2 19.11 Buy
HDFC BALANCED ADVANTAGE FUND - REGULAR PLAN - IDCW REINVESTMENT 5 41.08 41.47 23.2 19.11 Buy
EDELWEISS BALANCED ADVANTAGE FUND-REGULAR PLAN MONTHLY IDCW REINVESTMENT 4 23.59 25.35 13.15 15.13 Buy
ICICI PRUDENTIAL BALANCED ADVANTAGE FUND - IDCW REINVESTMENT 4 18.99 22.02 13.18 13.25 Buy
EDELWEISS BALANCED ADVANTAGE FUND -QUARTERLY IDCW REINVESTMENT 4 21.94 25.35 13.15 15.13 Buy

Fund Portfolio

Top 5 Holdings

S. No Company Net Assets
1 Housing Development Finance Corporation Ltd 6.56
2 HDFC Bank Ltd 5.38
3 Bajaj Finance Ltd 4.33
4 Clearing Corporation of India Ltd 3.73
5 Axis Bank Ltd 3.48

Top 5 Sectors

S. no Sector Name Net Assets
1 Banks 13.77
2 Finance 12.44
3 Banks - Private Sector 10.23
4 Computers - Software - Large 9.83
5 Miscellaneous 7.25