Investment type
Edelweiss Balanced Advantage Fund - Dir (G) is a mutual fund under the Low Risk-Return Funds category, managed by Edelweiss Mutual Fund. It was launched on 23 Aug 2007, and has been active for over 18 years. As of 31 Mar 2025 the fund manages assets worth ₹12,696 Crores. The expense ratio is 0.52%.
This fund generated returns of 5.94% in the last 1 year. Since its inception, it has provided an average annual return of 13.02%.
The fund's investments are mainly concentrated in sectors like Debt, Banks, IT-Software, Finance and Pharmaceuticals & Biotech.
The top five holdings in this fund include prominent companies such as HDFC Bank, ICICI Bank, Reliance Industr, TBILL-91D and C C I.
The primary objective of the Scheme is to generate capital appreciaon with relatively lower volality 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.
These funds are low-risk as they invest in safe assets like government bonds and high-rated debt.
Yes, if you prioritize capital preservation and want steady, modest returns.
These funds are suitable for short to medium-term goals, generally one to three years.
Yes, you can withdraw anytime, though holding for the investment term is recommended.
Expenses are low, usually between 0.5% and 1%, due to the focus on low-risk assets.
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