Kotak Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund
Updated June 2026 · both Dynamic Asset Allocation or Balanced Advantage funds · metrics from AMFI NAVs
In short: Edelweiss Balanced Advantage Fund has the higher 3-year return (+11.09%); Kotak Balanced Advantage Fund has the lower expense ratio (0.57%); Edelweiss Balanced Advantage Fund has the better risk-adjusted return (Sharpe 0.50). This is analysis from past data, not a recommendation.
| Metric | Kotak Balanced Advantage Fund | Edelweiss Balanced Advantage Fund |
|---|---|---|
| 1Y return | -0.67% | +0.73% |
| 3Y CAGR | +10.10% | +11.09% |
| 5Y CAGR | +9.44% | +10.11% |
| Sharpe ratio | 0.41 | 0.50 |
| Max drawdown | -9.1% | -11.1% |
| Volatility | 7.7% | 8.5% |
| Alpha | +2.54% | +3.74% |
| Expense ratio (Direct) | 0.57% | 0.61% |
| AUM | ₹17.4K Cr | ₹13.0K Cr |
Winner on each row highlighted (lower is better for expense ratio and volatility; max drawdown closer to zero is better). Computed from AMFI NAVs - see methodology. No paid placement.
FAQ
Which has the lower expense ratio?
Kotak Balanced Advantage Fund has the lower Direct-plan expense ratio (0.57%), versus 0.61% for the other. Over long horizons a lower TER compounds into a meaningful difference.
Which has performed better over 3 years?
Edelweiss Balanced Advantage Fund has the higher 3-year CAGR (+11.09%). Past performance does not predict future returns - check volatility and drawdown too, shown above.
How are these figures calculated?
All returns, risk metrics and alpha are computed independently from AMFI daily NAVs using a disclosed methodology. FindMF takes no commission and this comparison is not a recommendation.