Edelweiss Balanced Advantage Fund

Dynamic Asset Allocation / BAFHybrid Rank 10 of 34

NAV · Direct-Growth

₹59.33-0.31-0.52%

As of 1 Oct 2026 · AMFI

NAV growth+2.3%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Strong

positive in 10 of 12 years

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

1Y return

+2.0%

-0.7 vs cat

3Y CAGR

+10.1%

+0.8 vs cat

5Y CAGR

+8.8%

+0.9 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

9.5%

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 8.8% 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)

₹59.3300

Last 1Y

+2.35%

Oct 25Min ₹55.82 · Max ₹62.14 · 247 ptsOct 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	-1.92%	-1.86%	21/ 41
1M	-3.65%	-3.39%	21/ 41
3M	-1.58%	-2.64%	7/ 41
6M	+4.97%	+7.63%	14/ 41
YTD	-1.51%	+0.17%	14/ 40
1Y	+1.98%	+2.71%	9/ 40
2Y	+1.99%	+1.91%	18/ 39
3Y	+10.06%	+9.26%	10/ 34
5Y	+8.76%	+7.90%	9/ 24
7Y	+13.30%	+10.24%	3/ 21
10Y	+11.63%	+8.62%	2/ 15

Available plans & options

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