NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Edelweiss Balanced Advantage Fund -Growth for NRI [52.51]

Min Investment

₹100

Fund Size

₹13,116.09 Cr

Expense Ratio

1.6%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

₹52.51

0.25%

NAV as on 17 Feb 26, 12:00 AM

very high risk

dynamic asset allocation

hybrid (nc)

NAV as on 17 Feb 26, 12:00 AM

very high risk

dynamic asset allocation

hybrid (nc)

11.58%p.a.

Last 1Y

12.68%p.a.

Last 3Y

10.28%p.a.

Last 5Y

10.57%p.a.

Since Inception

About Edelweiss Balanced Advantage Fund -Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Edelweiss Balanced Advantage Fund -Growth scheme from Edelweiss Asset Management Limited. It is a Dynamic Asset Allocation mutual fund scheme that predominantly invests in Dynamic Asset Allocation stocks of companies. Launched on Aug 2009, Edelweiss Balanced Advantage Fund -Growth is Dynamic Asset Allocation fund of its category with 13,116.09 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Dynamic Asset Allocation funds.

  • Edelweiss Balanced Advantage Fund -Growth delivered 11.6% annual returns during the last year. It has delivered 10.6% average annual returns since the fund was launched.
  • Edelweiss Balanced Advantage Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in hybrid (nc)

Fund Objective

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.

Top 10 Holdings

Edelweiss Bond Fund Direct-Growth

0.40%

Cash

0.25%

Net Receivables

0.14%

Others CBLO

7.30%

Cash Margin

0.64%

Brookfield India Real Estate Trust REIT

0.00%

INDIA GRID TRUST SR K 7.40 NCD 26DC25 FVRS10LAC LOAUPTO28DC20

0.19%

INDIA GRID TRUST SR V CAT III&IV 8.20 NCD 06MY31 FVRS1000

0.19%

CENTRAL GOVERNMENT LOAN 30950 GOI 15NV26 5.74 FV RS 100

0.04%

CENTRAL GOVERNMENT LOAN 31280 GOI 17JN32 6.54 FV RS 100

0.57%

Fund Managers

  1. Pranavi Kulkarni (Aug 2024 - Present)
  2. Bhavesh Jain (Aug 2015 - Present)
  3. Bharat Lahoti (Sep 2017 - Present)
  4. Rahul Dedhia (Nov 2021 - Present)
  5. Dhawal Dalal (Sep 2025 - Present)
  6. Kedar Karnik (Jan 2026 - Present)

Key Information

View Scheme Document

Edelweiss Balanced Advantage Fund -Growth SIP Calculator

If invested

₹5,000

per month

For a period of

Investment of ₹0 could have been

₹0(+0.0%)

₹0 (+0.0%)

This Fund

₹0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Edelweiss Balanced Advantage Fund -Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Edelweiss Balanced Advantage Fund -Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Edelweiss Balanced Advantage Fund -Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

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18.1%

HDFC Balanced Advantage Fund Payout Inc Dist cum Cap Wdrl Opt

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0.0%

ICICI Prudential Balanced Advantage-Growth

very high risk | equity

13.7%

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