Home› Funds› Edelweiss Balanced Advantage Fund - Direct Plan -

Edelweiss Balanced Advantage Fund - Direct Plan - Quarterly - IDCW Option

Edelweiss · Balanced Advantage
Moderate
₹28.73
Current NAV
29 Oct 2026
-2.4%
1Y Return
7.1%
3Y CAGR
5.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.47%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.37).
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.87
Sharpe Ratio
1.37
Beta
6.37
Alpha
1.02
Sortino
Fund Details
Fund House Edelweiss
Category Balanced Advantage
AUM ₹3920 Cr
Expense Ratio 0.47%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Balanced Advantage
The Wealth Company Balanced Advantage Fund - Direct Growth
The Wealth Company Balanced Advantage
₹9.57 19.6%
The Wealth Company Balanced Advantage Fund - Regular Growth
The Wealth Company Balanced Advantage
₹9.44 17.4%
The Wealth Company Balanced Advantage Fund - Regular IDCW
The Wealth Company Balanced Advantage
₹9.44 13.6%
Nippon India Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option
Nippon India
₹9.68 11.6%