Edelweiss Balanced Advantage Fund

Dynamic Asset Allocation / BAFHybrid Rank 10 of 34

NAV · Direct-Growth

₹61.80-0.02-0.03%

As of 17 Aug 2026 · AMFI

NAV growth+7.6%

Aug ’25Aug ’26

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y, 5Y all ahead

Consistency

Strong

positive in 11 of 12 years

Beats its Dynamic Asset Allocation / BAF category on 1Y, 3Y & 5Y.

1Y return

+8.3%

+0.2 vs cat

3Y CAGR

+11.9%

+0.5 vs cat

5Y CAGR

+10.4%

+1.0 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

9.1%

3Y std dev

Go deeper on Edelweiss Balanced Advantage Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Edelweiss Balanced Advantage Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Edelweiss Balanced Advantage Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Edelweiss Balanced Advantage Fund is a Dynamic Asset Allocation / BAF scheme from Edelweiss. Long-run track record: about 10.4% CAGR over 5 years. Worst historical drawdown: -16% in Mar 2020, recovered in 4 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF754K01BS2

NAV (Direct-Growth)

₹61.8000

Last 1Y

+7.63%

Aug 25Min ₹55.82 · Max ₹62.07 · 246 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-16.2%

Peak ₹26.87 on 12 Feb 2020 → trough ₹22.51 on 23 Mar 2020 (1 months down).

Recovered in 4 months· 7 Jul 2020

Feb 2016

-11.4%

Peak ₹19.70 on 22 Jul 2015 → trough ₹17.45 on 25 Feb 2016 (7 months down).

Recovered in 6 months· 6 Sept 2016

Feb 2025

-11.1%

Peak ₹58.62 on 27 Sept 2024 → trough ₹52.12 on 28 Feb 2025 (5 months down).

Recovered in 7 months· 10 Oct 2025

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.43%	-0.29%	29/ 41
1M	+2.20%	+1.22%	4/ 41
3M	+5.08%	+4.34%	11/ 41
6M	+2.79%	+4.84%	13/ 40
YTD	+2.59%	+4.40%	11/ 40
1Y	+8.25%	+8.04%	7/ 40
2Y	+5.01%	+4.90%	16/ 39
3Y	+11.90%	+11.41%	10/ 34
5Y	+10.43%	+9.45%	7/ 23
7Y	+14.11%	+11.16%	3/ 21
10Y	+12.27%	+9.42%	2/ 14

Available plans & options

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