Win over
market volatility
With Edelweiss Balanced Advantage Fund
Market kam ho ya jyada, advantage rakhne ka ek balanced irada!

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 Scheme Benchmark
(CRISIL Hybrid50+50 Moderate Index)
Additional Benchmark
(NIFTY 50 TR Index)
Period Return( CAGR ) Value of ₹ 10000
Invested
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 -
Existing Plan
10.22% 30,230 10.83 % 32,210 11.91 % 35,962

Disclaimer: Data as on 31st December, 2020. Past performance may or may not be sustained in the future.

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%
Above 15% 10% 0%
Total Observations 1951 1459


Disclaimer: Data as on 30th September, 2020 Past performance may or may not be sustained in the future.
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

Need guidance? Connect with us.


Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully.