Edelweiss Balanced Adv IDCW-R
What This Strategy Does
CW Expert Research Notes
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Detailed Risks
Market Risk
Potential recession driven by rising interest rates could dampen consumer demand, impacting cyclical sectors.
Disclaimer: Mutual Fund Investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results and there is no assurance that the scheme's objective will be achieved. Specialised Investment Funds (SIF) involve a higher degree of risk and a minimum investment of ₹10 Lakhs.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Delivers flexibility that matters during market transitions. By investing across capitalizations without constraints, this approach allows fund managers to rotate capital toward the best risk-reward opportunities—whether that's defensiveness in large caps during uncertainty or growth capture in smaller companies during expansions. This adaptability can smooth portfolio returns across varying market conditions.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Rahul Dedhia
Lead Portfolio Manager
Mr. Rahul Dedhia has experience of 18 years. Manages 134 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹36,540 Cr Holds a M.B.A. degree.
Amit Agarwal
Co-Portfolio ManagerHe has been associated with our Company since April 1, 2017. He is responsible for managing the entire lifecycle of investment and creating exit strategies in several assets under Private Credit business vertical and has also been instrumental in fund raising efforts for funds in our Company. He has completed his bachelor’s degree in commerce from the University of Lucknow.
CW Expert Take
Edelweiss brings capital markets expertise to fund management. Their investment teams leverage deep sectoral knowledge from the parent group's domain experience. The fund house combines fundamental research with market structure understanding, useful across equity positioning and credit cycle navigation.
78 years
Combined Team Experience
₹ 1,24,449 Cr
Assets Under Management
Firm Overview
Subsidiary of Edelweiss Financial Services Ltd. Primarily the AMC of Edelweiss Mutual Fund; also manages two AIF trusts (Cat II and Cat III) and PMS strategies, both small in size.
Investment Philosophy & Approach
Disciplined Approach
Edelweiss follows a disciplined investment approach focused on rigorous research.
Risk Management
Risk management is embedded in the investment process and decision-making.
Long-Term Perspective
The fund house adopts a long-term perspective in portfolio construction.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)