HybridDynamic Asset Allocation or Balanced AdvantageDirect · Growth
Edelweiss Balanced Advantage Fund -Direct Plan-Growth Option
Edelweiss · Scheme 118615
₹61.68▼ 0.19%NAV · 2026-09-18
Decent FundScore
AUM
₹13,293 cr
Expense ratio
0.82%
3Y CAGR
11.9%
Risk level
Moderately High
Min SIP
₹100
Benchmark
CRISIL Hybrid 50+50 - Moderate Index
Fund manager: Dhawal Dalal, Harshad PatwardhanExit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days.
Decent · 68/100
A solid option with a few areas worth a closer look.
🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.
📈 Why it could do well
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Protects capital well — worst-ever fall was only 16%.
- ✓1Y return vs category: +2.4% vs category avg
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •1Y return: +7.4%
- •Sharpe ratio: 0.65
FundScore breakdown
68/100 · Decent
Returns
Average
Consistency
Excellent
Risk-adjusted
Average
Downside protection
Excellent
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.