Edelweiss Balanced Advantage Fund Regular-Bonus

Fund Card

Value Research Rating

Our Opinion

Riskometer

Very High

₹10.0000

As on 10-Jan-2014

Returns

Calculate SIP Returns of Edelweiss Balanced Advantage Fund Regular-Bonus

Upfront Investment

Monthly SIP Amount

Investment Duration

More Details about Returns

Risk

This fund has Very High risk.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

As per SEBI's Riskometer.

More Details about Risk

Portfolio of Edelweiss Balanced Advantage Fund Regular-Bonus

Asset Allocation

Market Cap Weightage

We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.

Portfolio Breakdown

Peer Comparison

Fund name	Risk		Expense Ratio (%)
Edelweiss Balanced Advantage Fund - Regular Plan	Very High	loading...	2.08
HDFC Balanced Advantage Fund - Regular Plan Invest Online	Very High	loading...	1.34
ICICI Prudential Balanced Advantage Fund Invest Now	Very High	loading...	1.39
SBI Balanced Advantage Fund - Regular Plan Invest Online	Very High	loading...	1.53
Nippon India Balanced Advantage Fund Invest Online	Very High	loading...	2.01

Detailed Comparison

Other details of Edelweiss Balanced Advantage Fund Regular-Bonus

Assets

₹-- Cr

Exit Load (Days)

Min. Investment (₹)

100

Min. Withdrawal (₹)

Min. SIP Investment (₹)

500

Min. No of Cheques

More Details

About Edelweiss Balanced Advantage Fund Regular-Bonus

Edelweiss Balanced Advantage Fund Regular-Bonus is a hybrid mutual fund scheme of Edelweiss Mutual Fund. Launched on August 20, 2009, it is currently managed by . The fund has an expense ratio of 2.08% with an overall AUM (Assets Under Management) of ₹-- Cr.

The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹500.

Latest news on Edelweiss Balanced Advantage Fund Regular-Bonus

Fund manager changes in multiple schemes of Edelweiss Mutual Fund

3 min read•By News Desk

Fund manager changes in a few schemes of Edelweiss Mutual Fund

4 min read•By News Desk

Edelweiss Mutual Fund has announced changes to the fund manager for some of its schemes

1 min read•By News Desk

Change in the Minimum SIP Amount in Edelweiss Mutual Fund

1 min read•By News Desk

All News

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FAQ for Edelweiss Balanced Advantage Fund Regular-Bonus

How to Invest in Edelweiss Balanced Advantage Fund Regular-Bonus?

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Edelweiss Balanced Advantage Fund Regular-Bonus through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Edelweiss Balanced Advantage Fund Regular-Bonus can be bought from the Edelweiss Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.