Edelweiss Balanced Advantage Fund Direct Plan Monthly Transfer of Inc Dis cum Cptl Wdrl plan

Edelweiss Balanced Advantage Fund Direct Plan Monthly Transfer of Inc Dis cum Cptl Wdrl plan is a hybrid fund. This fund was started on 21 August, 2017. The fund is managed by Bhavesh Jain, Bharat Lahoti, Rahul Dedhia. This fund gives you the benefit of diversification.

1. Edelweiss Balanced Advantage Fund Direct Plan Monthly Transfer of Inc Dis cum Cptl Wdrl plan has ₹12455 Cr worth of assets under management (AUM) as on Mar 2025 and is more than category average.
2. The fund has an expense ratio 0.5.
   

Edelweiss Balanced Advantage Fund Direct Plan Monthly Transfer of Inc Dis cum Cptl Wdrl plan has given a CAGR return of 12.35% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.78%, 14.60% and 17.38% respectively.

Edelweiss Balanced Advantage Fund Direct Plan Monthly Transfer of Inc Dis cum Cptl Wdrl plan has allocated its funds majorly in Cash Equivalent, Financial Services, Corporate, Government, Tech, Health, Consumer Cyclical, Consumer Defensive, Energy, Industrial, Basic Materials, Utilities, Communication, Securitize, Real Estate.

As it is a dynamic asset allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

The primary objective of the Scheme is to generate capital appreciation with relatively lower volatility 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.

Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Edelweiss Balanced Advantage Fund Direct Plan Monthly Transfer of Inc Dis cum Cptl Wdrl plan has no lock in period.