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Edelweiss Balanced Advantage Fund
Edelweiss·
Dynamic Asset Allocation or Balanced Advantage
1Y
+7.25%
3Y
+12.20%
5Y
+9.98%
Since Inception
+12.11%
Sharpe
0.43
Sortino
0.63
Max Drawdown
-11.09%
Volatility
8.50%
Alpha
+3.74%
Beta
1.16
Info Ratio
1.22
Up / Down Capture
129 / 104
NAV (last ~1 year)
Fund details
AMCEdelweiss
Fund manager-
Data from2021-04-13
AUM₹13.0K Cr (January - March 2026)
Expense ratio (Direct)0.61%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Asset Allocation or Balanced Advantage
1Y
#3 of 37
Top 8%
3Y CAGR
#8 of 31
Top 26%
5Y CAGR
#9 of 21
Top 43%
Sharpe
#9 of 36
Top 25%