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Edelweiss Balanced Advantage Fund - Regular Plan - Monthly - IDCW Option

Edelweiss · Balanced Advantage
Moderate
₹19.62
Current NAV
29 Oct 2026
-10.9%
1Y Return
-0.6%
3Y CAGR
-1.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.26).
  • Professionally managed by an established fund house with experienced fund managers.
  • 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
1.26
Sharpe Ratio
1.16
Beta
1.76
Alpha
1.59
Sortino
Fund Details
Fund House Edelweiss
Category Balanced Advantage
AUM ₹4310 Cr
Expense Ratio 1.16%
Min SIP ₹500
Min Lumpsum ₹1000
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