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Edelweiss Balanced Advantage Fund
Edelweiss·
Dynamic Asset Allocation or Balanced Advantage
1Y
+0.73%
3Y
+11.09%
5Y
+10.11%
Since Inception
+11.22%
Sharpe
0.50
Sortino
0.75
Max Drawdown
-11.09%
Volatility
8.54%
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
#13 of 37
Top 35%
3Y CAGR
#14 of 30
Top 47%
5Y CAGR
#7 of 19
Top 37%
Sharpe
#11 of 36
Top 31%