Edelweiss Balanced Advantage Fund - Direct Plan - Growth Option-deactivated
A specialised fund. Check the scheme details for what it invests in. From Edelweiss Mutual Fund. It's been running since 28 Nov 2016.
Vs 500 other funds in Income
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 1 of last 2 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 6% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Edelweiss Balanced Advantage Fund - Direct Plan - Growth Option-deactivated against other other funds.
Technical details (for the pros)
Fund info
- Fund house
- Edelweiss Mutual Fund
- Category
- Income
- Plan
- Direct
- Option
- Growth
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 140357
- First price on record
- 28 Nov 2016 · 204 daily prices
About Edelweiss Balanced Advantage Fund - Direct Plan - Growth Option-deactivated
Edelweiss Balanced Advantage Fund - Direct Plan - Growth Option-deactivated is a Income offered by Edelweiss Mutual Fund under the Direct plan with the Growth option. It has approximately 10 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.
The current NAV of Edelweiss Balanced Advantage Fund - Direct Plan - Growth Option-deactivated is ₹12.3101 (as of 20 Sep 2017). Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 6.1% annualised volatility — a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 3.3%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Edelweiss Balanced Advantage Fund - Direct Plan - Growth Option-deactivated?+
The latest NAV of Edelweiss Balanced Advantage Fund - Direct Plan - Growth Option-deactivated is ₹12.3101 as of 20 Sep 2017, down 0.27% from the previous day. NAV is updated once a business day after the market close.
What category does Edelweiss Balanced Advantage Fund - Direct Plan - Growth Option-deactivated belong to?+
Edelweiss Balanced Advantage Fund - Direct Plan - Growth Option-deactivated is categorised as Income. A specialised fund. Check the scheme details for what it invests in.
How risky is Edelweiss Balanced Advantage Fund - Direct Plan - Growth Option-deactivated?+
Based on its 3-year annualised volatility of 6.1%, Edelweiss Balanced Advantage Fund - Direct Plan - Growth Option-deactivated sits in the "moderate" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Edelweiss Balanced Advantage Fund - Direct Plan - Growth Option-deactivated a direct plan?+
Edelweiss Balanced Advantage Fund - Direct Plan - Growth Option-deactivated is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).
How old is Edelweiss Balanced Advantage Fund - Direct Plan - Growth Option-deactivated?+
Edelweiss Balanced Advantage Fund - Direct Plan - Growth Option-deactivated has NAV history available from 28 Nov 2016 — approximately 10 years of track record and 204 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.