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EDELWEISS BALANCED ADVANTAGE FUND-REGULAR PLAN MONTHLY DIVIDEND PAYOUT

20.2
0.18 as on 24-Feb-2021
HYBRID | DYNAMIC ASSET ALLOCATION

24.44

1 YEAR RETURNS

12.11

3 YEAR RETURNS

12.72

5 YEAR RETURNS

5 / 5

FundExpert Rating
Buy


5000.0

Minimum Investment

500.0

Minimum SIP Investment

500.0

Additional Purchase

Option Type

Three Year NAV

Peer Comparison

Peer Mutual Fund Fundexpert Rating Current Nav 1yr Return 3yr Return 5yr Return
EDELWEISS BALANCED ADVANTAGE FUND-REGULAR PLAN MONTHLY DIVIDEND PAYOUT 5 20.2 24.44 12.11 12.72 Buy
DSP DYNAMIC ASSET ALLOCATION FUND - REGULAR PLAN - MONTHLY DIVIDEND PAYOUT 5 11.92 11.27 9.21 10.55 Buy
ADITYA BIRLA SUN LIFE BALANCED ADVANTAGE FUND - DIV PAYOUT 5 22.15 16.48 9.28 13.51 Buy
ADITYA BIRLA SUN LIFE BALANCED ADVANTAGE FUND - DIV PAYOUT 5 22.15 16.48 9.28 13.51 Buy
EDELWEISS BALANCED ADVANTAGE FUND - QUARTERLY DIVIDEND PAYOUT OPTION 5 15.99 24.44 12.11 12.72 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