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Edelweiss Balanced Advantage Fund - Regular Plan - Monthly - IDCW Option

Edelweiss Mutual Fund

NAV

₹19.68

as of 2026-10-12

Price History (NAV)

Performance Metrics (3 Year)

3Y CAGR

-1%

Category avg 5.4%

Fund size

₹518 Cr

Assets under management

Sharpe

-0.60

Risk-adjusted return (3Y)

Max drawdown

4.8%

Peak-to-trough decline (3Y)

Beta

N/A

Market sensitivity (3Y)

SIP / returns estimator

Estimation is based on the past performance of this fund

₹
Select Duration
Yrs
1 Yr30 Yrs
Expected Rate of Return
%
1%30%

Total Corpus After 7 Year(s)

@12.0% p.a. returns

Total Corpus₹6.60 L
Invested

₹4.20 L

Returns

+₹2.40 L

Fund FAQs

Frequently asked questions about Edelweiss Balanced Advantage Fund - Regular Plan - Monthly - IDCW Option

Answers use the latest facts on this page and Qonfido’s peer-group tiers. They are research aids, not personalised investment advice. How ratings work

What is the NAV of Edelweiss Balanced Advantage Fund - Regular Plan - Monthly - IDCW Option today?

As of 2026-10-12, the NAV of Edelweiss Balanced Advantage Fund - Regular Plan - Monthly - IDCW Option shown on Qonfido is ₹19.68. Mutual fund NAVs are typically published for each market day; always check the as-of date before acting.

Is Edelweiss Balanced Advantage Fund - Regular Plan - Monthly - IDCW Option a good fund?

Qonfido currently places Edelweiss Balanced Advantage Fund - Regular Plan - Monthly - IDCW Option in the Select tier within the Dynamic Asset Allocation / Balanced Advantage Fund peer group. Select tier indicates solid peer-group quality with room to review fit for your goals. This is a peer-group research signal—not a buy recommendation, suitability assessment, or guarantee of future returns. See Qonfido’s fund rating methodology for how tiers are built and their limits.

Is Edelweiss Balanced Advantage Fund - Regular Plan - Monthly - IDCW Option a good fit for me?

Whether Edelweiss Balanced Advantage Fund - Regular Plan - Monthly - IDCW Option is a good fit depends on your goals, risk tolerance, time horizon, tax situation, and the rest of your portfolio—not on a single fund page. Qonfido does not provide personalised SEBI-registered investment advice here. Use AI Fund Discovery to explore alternatives, or consult a licensed advisor for suitability.

What is the 3-year return of Edelweiss Balanced Advantage Fund - Regular Plan - Monthly - IDCW Option?

The 3-year CAGR shown for Edelweiss Balanced Advantage Fund - Regular Plan - Monthly - IDCW Option on Qonfido is -1.3% (category average about 5.4% for Dynamic Asset Allocation / Balanced Advantage Fund where available). Past performance is not indicative of future results and does not mean the fund is suitable for you.

Which category does Edelweiss Balanced Advantage Fund - Regular Plan - Monthly - IDCW Option belong to?

Edelweiss Balanced Advantage Fund - Regular Plan - Monthly - IDCW Option is a Dynamic Asset Allocation / Balanced Advantage Fund scheme from Edelweiss Mutual Fund. You can compare Qonfido-rated peers on the Best Balanced Advantage funds hub (/best-balanced-advantage-funds) and on the Dynamic Asset Allocation / Balanced Advantage Fund category page.

How can I explore Edelweiss Balanced Advantage Fund - Regular Plan - Monthly - IDCW Option further on Qonfido?

Reported fund size (AUM) for Edelweiss Balanced Advantage Fund - Regular Plan - Monthly - IDCW Option is about ₹518 Cr. AUM is context only and does not predict returns. On Qonfido you can review the fact card, open related best-fund hubs, try the SIP calculator with this scheme, or ask AI Fund Discovery for peer comparisons—still as research support, not personalised advice.

Explore Edelweiss Mutual Fund

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