Edelweiss Balanced Advantage Fund (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Edelweiss Balanced Advantage Fund (G) (10666) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Edelweiss Balanced Advantage Fund (G)
Edelweiss Asset Mgt Ltd
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Equity Focused
Management
Experienced Team
Quality Score
Average Quality
Edelweiss Balanced Advantage Fund (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
1-Year Returns
Recent performance momentum
Long-term Track Record
Historical performance consistency
Fund Size
Assets under management
Risk Assessment
Risk-adjusted returns
Cost Efficiency
Fund management costs
Investment Timing Insights
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| C C I | Debt Others | 6.87% |
| HDFC Bank Ltd | Banks | 5.43% |
| ICICI Bank Ltd | Banks | 4.88% |
| Reliance Industries Ltd | Refineries | 4.66% |
| Bharti Airtel Ltd | Telecom-Service | 2.65% |
| Infosys Ltd | IT - Software | 2.50% |
| State Bank of India | Banks | 2.28% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 2.03% |
| Bajaj Finance Ltd | Finance | 1.97% |
| NTPC Ltd | Power Generation & Distribution | 1.77% |
Sector Breakdown
Compare against Dynamic Asset Allocation or Balanced Advantage category average
Performance Summary
This comparison shows how the fund performs relative to the Dynamic Asset Allocation or Balanced Advantage category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Dynamic Asset Allocation or Balanced Advantage category
Edelweiss Balanced Advantage Fund (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| HDFC Balanced Advantage Fund - Direct (G) | ₹570.48 | 10.16% | 0.59% | 19.14% |
| HDFC Balanced Advantage Fund (G) | ₹527.06 | 9.84% | -0.00% | 18.40% |
| Nippon India Balanced Advantage Fund - Direct (G) | ₹205.14 | 10.30% | 3.02% | 13.34% |
| Nippon India Balanced Advantage Fund (G) | ₹180.58 | 9.65% | 1.81% | 11.97% |
| Nippon India Balanced Advantage Fund (Bonus) | ₹180.58 | 9.65% | 1.81% | 11.97% |
| Aditya Birla SL Balanced Advantage Fund-Dir (G) | ₹123.18 | 12.12% | 4.83% | 13.97% |
| Aditya Birla SL Balanced Advantage Fund (G) | ₹108.23 | 11.51% | 3.70% | 12.67% |
| ICICI Pru Balanced Advantage Fund - Dir (G) | ₹85.18 | 11.30% | 6.43% | 13.69% |
| ICICI Pru Balanced Advantage Fund (G) | ₹76.24 | 10.98% | 5.81% | 12.99% |
| Invesco India Balanced Advantage Fund-Direct (G) | ₹64.80 | 10.04% | 3.12% | 14.57% |
Category Average Returns
Bhavesh Jain
A seasoned investment professional with over 17 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.