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

Edelweiss · Balanced Advantage
Moderate
₹20.96
Current NAV
25 Jun 2026
13.9%
1Y Return
9.4%
3Y CAGR
14.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.69).
  • Very large asset base (AUM: ₹20,740 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
1.69
Sharpe Ratio
0.99
Beta
1.19
Alpha
2.35
Sortino
Fund Details
Fund House Edelweiss
Category Balanced Advantage
AUM ₹20740 Cr
Expense Ratio 1.79%
Min SIP ₹500
Min Lumpsum ₹1000
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