Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. * CAGR Return.
Notes:
1. **The Benchmark Index of Edelweiss Balanced Advantage Fund has been changed to NIFTY 50 Hybrid Composite debt 50:50 Index with effect from December 1, 2021 in line with the framework issued by AMFI for Tier 1 benchmarks:
2. Different plans shall have different expense structure. The performance details provided herein are of Regular Plan of Edelweiss Balanced Advantage Fund. Returns are for Growth Option only. Since Inception returns are calculated on Rs. 10/- invested at inception of the scheme. In case the start/end date is non business day, the NAV of previous day is used for computation.
3 The scheme is currently managed by Mr. Bhavesh Jain (Managing this fund from August 7, 2013), Mr. Bharat Lahoti (Managing this fund from September 18, 2017) , Rahul Dedhia (managing this fund from November 23, 2021). Ms. Pranavi Kulkarni (managing this fund from August 01, 2024) & Mr. Dhawal Dalal (managing this fund from September 22, 2025). Please refer page for name of the other schemes currently managed by the Fund Managers and relevant scheme for performance
4. Please note that Edelweiss Balanced Advantage Fund was merged with Edelweiss Dynamic Equity Advantage Fund and the features of Edelweiss Dynamic Equity Advantage Fund were retained with the surviving scheme named as Edelweiss Balanced Advantage Fund.
5. For performance of Direct Plan please click here