NSE ScannerEdelweiss Mutual Fund · Hybrid · Balanced Advantage · Direct plan
Edelweiss Balanced Advantage Fund - Direct Plan - Growth
₹59.87NAV on 30 Oct 2026Expense ratio 0.81%
29 Oct 2025NAV low 55.82 · high 62.14+0.0%
In plain words
Over 3 years it returned +10.6% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -11.1%.
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 | +0.4% | +1.9% |
| 3 months | -1.9% | -5.1% |
| 6 months | +1.4% | -3.2% |
| 1 year | +0.5% | -10.2% |
| 3 years (yearly) | +10.6% | +7.4% |
| 5 years (yearly) | +8.9% | +6.5% |
| 10 years (yearly) | +11.8% | +11.3% |
| Since start (yearly) | +11.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,20,518 | +0.7% |
| 3 years | ₹3,60,000 | ₹3,91,468 | +5.3% |
| 5 years | ₹5,90,000 | ₹7,35,128 | +8.6% |
| 10 years | ₹11,90,000 | ₹21,72,470 | +11.5% |
Other plan of this fund: Edelweiss Balanced Advantage Fund - Regular Plan - Growth