Edelweiss Mutual Fund
Edelweiss Balanced Advantage Fund
5.8Q24★
- NAV
- ₹61.47
- Expense
- 0.52%
- AUM
- ₹13.2 K Cr
- 1Y
- +5.2%
- 3Y
- +13.2%
- 5Y
- +11.7%
#2 of 5
Min SIP: ₹100Ideal: 3-5 yearsVery High Risk
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*Past performance does not guarantee future returns. Returns are historical and subject to market risk.
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -1.75% | +2.58% | -0.34% | -0.88% | +6.50% | +13.22% | +12.19% | +11.99% |
Breakdown
💡 Ratings are not guarantees. Past performance does not predict future results.
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
+2.99%
₹1.22 L value on ₹1.20 L invested
3 Year SIP
—
Not enough NAV history yet.
5 Year SIP
—
Not enough NAV history yet.
This fund (1Y)
+6.50%
Rank #1 of 5
Category average (1Y)
+4.51%
Quartile Q1 ★ Top 25%
Beats 80% of balanced advantage funds on 1Y return.
💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.
Dynamically shifts between equity and debt based on market valuation. Reduces equity in expensive markets.
This is an Hybrid Fund (equity-taxed).
💡 Worked example
Invest ₹1,00,000 and gain ₹25,000 over 2 years:
Aggressive Hybrid and Balanced Advantage funds with >65% equity allocation — taxed identically to equity funds.
Poor risk-adjusted returns
Sharpe ratio of 0.00 means you’re not being adequately compensated for the risk taken.
Estimated corpus
₹4.15 L
How it stacks up vs alternatives
⚠️ Projection based on past CAGR. Actual returns may vary. Markets are subject to risk; past performance is not a guarantee of future results.
Return 6.5% · Risk (std dev) 7.9%
Safe but slow
Stable but modest returns — suits capital preservation.
Sharpe ratio of 0.00 confirms poor risk-adjusted returns.
If the broader market falls 20%, this fund is expected to fall about 11.0%.
Based on 1Y max drawdown of -8.2% versus a typical market correction of ~-15%. Historical fall ratio ≈ 0.55× market. Above-average protection.
⚠️ Estimate, not a guarantee. Actual market falls vary.
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
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