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EDELWEISS BALANCED ADVANTAGE FUND - GROWTH OPTION

33.88
0.0 as on 27-Jul-2021
HYBRID | DYNAMIC ASSET ALLOCATION

30.21

1 YEAR RETURNS

13.46

3 YEAR RETURNS

12.52

5 YEAR RETURNS

5 / 5

FundExpert Rating
Buy


5000.0

Minimum Investment

500.0

Minimum SIP Investment

500.0

Additional Purchase

Three Year NAV

Peer Comparison

Peer Mutual Fund Fundexpert Rating Current Nav 1yr Return 3yr Return 5yr Return
ICICI PRUDENTIAL BALANCED ADVANTAGE FUND - GROWTH 5 46.52 24.83 11.47 10.59 Buy
HDFC BALANCE ADVANTAGE FUND - REGULAR PLAN - GROWTH 5 261.04 45.79 13.37 12.16 Buy
DSP DYNAMIC ASSET ALLOCATION FUND - REGULAR - GROWTH 5 19.46 18.59 10.6 9.04 Buy
EDELWEISS BALANCED ADVANTAGE FUND - GROWTH OPTION 5 33.88 30.21 13.46 12.52 Buy
AXIS DYNAMIC EQUITY FUND REGULAR PLAN GROWTH 4 13.63 21.14 7.53 NA 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