What is Edelweiss Balanced Advantage Fund?
A process-driven fund that shifts between equity and debt depending on market
conditions and aims to provide equity like returns, but with lower uncertainty.
Aims to grow your money when markets are moving up and protect it when markets are going down.
Follows a process-driven approach to be disciplined in these volatile markets.
How does it manage your money?
It invests your money in high-quality equity and debt securities in a disciplined manner
It shifts equity allocation between 30% to 80%, depending on which way the markets are trending
It allocates more towards equities when they are trending higher and sentiments are positive
It allocates less towards equities when they are falling and sentiments are negative
How will the fund benefit you?
Takes away the need to time the markets
Automatically changes equity allocation to adapt with changing market conditions
Aims to grow your money in bull markets and protect it during bear markets
Helps overcome emotional bias while dealing with equity markets and their uncertainty
How has the fund performed?
|NAV Details (Growth Option)||Regular Plan||
(CRISIL Hybrid50+50 Moderate Index)
(NIFTY 50 TR Index)
|Period||Return( CAGR )||
Value of ₹ 10000
|Return||Value (INR) ₹||Return||Value (INR) ₹|
|1 Year||22.57%||12,263||17.24 %||11,729||16.09 %||11,613|
|3 Year||10.4%||13,465||10.38 %||13,459||11.28 %||13,790|
|5 Year||10.43%||16,429||11.86 %||17,524||13.39 %||18,753|
Since Inception -
|10.22%||30,230||10.83 %||32,210||11.91 %||35,962|
The fund has never delivered negative returns in the long term
The fund is your friend in this volatile world of equity markets. It has never delivered negative returns in the
past, especially if one has stayed invested for more than 3 years. Moreover, on most occasions, the fund has
delivered 7%+ returns over a 3 and 5 year investment horizon.
|Return Range||3 year Rolling Return(% times achieved)||5 year Rolling Return(% times achieved)|
|Less than 0 %||0%||0%|
|0 to 7%||25%||13%|
|7 to 15%||64%||87%|
The information contained herein is generic in nature and shall not be construed as guaranteed or assurance of any returns. Readers are advised to exercise discretion and should seek independent professional advice prior to making any investment decision and Edelweiss Asset Management Limited is not liable for any decision arising out of the use of this information.
Who should invest in Edelweiss BAF?
You’re not sure about when to invest in equity
You’re a beginner into equity investing
You expect equity like returns, but with lower risk
You want to benefit in both rising and falling markets