Edelweiss Balanced Advantage Fund
Direct · Growth ₹59.24
27 Apr 2026
NAV
12.6%
3Y CAGR
12.8%
5Y CAGR
12.5%
10Y CAGR
12.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.42
Sharpe
-16.2%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.62 L | 13.7% | -21.3% | 55.5% |
| 3 Years | ₹36.00 L | ₹42.32 L | 12.5% | -3.2% | 26.5% |
| 5 Years | ₹60.00 L | ₹82.44 L | 12.8% | 2.0% | 19.7% |
| 10 Years | ₹1.20 Cr | ₹2.38 Cr | 13.2% | 11.4% | 15.4% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 13.7% | -1.4% | +15.1% |
| 3 Years | 12.5% | 10.4% | +2.0% |
| 5 Years | 12.8% | 10.5% | +2.3% |
| 10 Years | 13.2% | 11.8% | +1.5% |