TickerKhojEdelweiss Mutual Fund · Hybrid · Balanced Advantage · Regular plan
Edelweiss Balanced Advantage Fund - Regular Plan - Growth
₹51.89NAV on 30 Oct 2026Expense ratio 1.93%
29 Oct 2025NAV low 48.7 · high 53.95-1.1%
In plain words
Over 3 years it returned +9.3% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -11.5%.
On 3-year return it ranks 7 of 30 funds in Balanced Advantage.
A monthly SIP over 10 years ended ₹1,58,363 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.3% | +1.9% |
| 3 months | -2.2% | -5.1% |
| 6 months | +0.8% | -3.2% |
| 1 year | -0.6% | -10.2% |
| 3 years (yearly) | +9.3% | +7.4% |
| 5 years (yearly) | +7.6% | +6.5% |
| 10 years (yearly) | +10.5% | +11.3% |
| Since start (yearly) | +10.1% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,19,697 | -0.4% |
| 3 years | ₹3,60,000 | ₹3,84,017 | +4.0% |
| 5 years | ₹5,90,000 | ₹7,11,327 | +7.3% |
| 10 years | ₹11,90,000 | ₹20,14,107 | +10.1% |
Other plan of this fund: Edelweiss Balanced Advantage Fund - Direct Plan - Growth