Archive · 13 Dec 2025
Edelweiss Balanced Advantage Fund's Unique Strategy
The Edelweiss Balanced Advantage Fund (EBAF) is a special investment fund that uses a unique strategy to manage money.
It follows market trends and adjusts its investments accordingly.
This fund keeps a mix of stocks and bonds, but it uses special financial tools called derivatives to change how much it invests in stocks without actually selling them.
This helps it stay flexible and reduce risk during uncertain times.
The fund has done well over the past seven years, with an average return of 13% per year.
It's a good choice for people who want to invest in stocks but don't want too much risk.
The fund is managed to perform well in both rising and falling markets, making it a balanced option for investors.
Edelweiss Balanced Advantage Fund (EBAF) uses a unique pro-cyclical, trend-based asset allocation strategy.
The fund has delivered a compounded annualised return of 13% over the last seven years.
EBAF maintains gross equity above 65% through derivatives to secure equity taxation benefits.
The fund employs a multi-factor approach for equity portfolio construction, focusing on quality and growth.
EBAF is suitable for first-time investors and those with a moderate risk profile, with a recommended time horizon of three years or more.
- Who
- Edelweiss Balanced Advantage Fund (EBAF)
- What
- A balanced advantage fund with a unique pro-cyclical, trend-based asset allocation strategy
- When
- Published on December 13, 2025
- Where
- Not specified
- Why
- To offer controlled exposure to equity risk and equity-like growth with limited volatility
- Fund Name
- Edelweiss Balanced Advantage Fund (EBAF)
- Strategy
- Pro-cyclical, trend-based asset allocation
- Annualised Return
- 13% over the last seven years
- Equity Exposure
- 30-80% using derivatives
- Expense Ratio (Regular Plan)
- 1.65%
- Expense Ratio (Direct Plan)
- 0.51%
- Recommended Time Horizon
- Three years or more