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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Edelweiss · Balanced Advantage
Moderate
₹51.90
Current NAV
29 Oct 2026
-1.1%
1Y Return
9.3%
3Y CAGR
7.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.84%.
  • Very large asset base (AUM: ₹18,190 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
1.14
Sharpe Ratio
0.44
Beta
0.64
Alpha
1.30
Sortino
Fund Details
Fund House Edelweiss
Category Balanced Advantage
AUM ₹18190 Cr
Expense Ratio 0.84%
Min SIP ₹500
Min Lumpsum ₹1000
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