Is It Good To invest Edelweiss Balanced Advantage Fund ? Reviews 2023

In order to assess its suitability for their specific investment goals and risk tolerance investors should review the fund’s historical performance.

To provide a clearer understanding of the fund’s consistency, we will now proceed to examine a graphical representation of these rolling returns.

The fund’s performance can be analyzed through its annual average returns, specifically over 1- year, 3-year, and 5-year periods, comparing it to the benchmark index. Here’s a breakdown of these returns:

• 1-Year Returns: The fund yielded a return of 8.67%, slightly below the benchmark’s return of 9.09%.
• 3-Year Returns: Over a 3-Year horizon, the fund delivered return of 10.82%, equivalent to the benchmark’s return of 10.15%.
• 5-year returns: Looking at a more extended 5-year window, the fund outperformed significantly with returns of 10.95%, whereas the benchmark achieved returns of 9.96%.

The fund has consistently been stable and reliable. Over 1-year, 3-year, and 5-year period, it delivered competitive returns. Although fund performance is slightly higher compared to its benchmark returns, it still showed a strong track record of reliability. This means it can offer steady returns to investors, fitting their goals and risk tolerance.

This analysis highlights the fund’s impressive track record of consistent performance, consistently delivering returns slightly higher than the benchmark returns.

Now that we’ve looked at how the fund has been doing consistently, let’s see how it’s been performing recently.

In this graph, we’ve analyzed the performance data for two different time periods: One year and Three years, comparing them to their respective benchmarks.

Over the course of the last year, the fund yielded a return of 11.34%. Interestingly, this return aligns precisely with the benchmark’s performance, which also stood at 11.27%. In other words, both the fund and the benchmark achieved very similar returns during this one-year timeframe.

When we extend our analysis to 3 year duration, we find that the fund’s performance stands out even more. The fund’s return over this period was 15.07% higher than the category average return of 13.09%.

The fund consistently meets the category’s average returns and from time to time, it deliver slightly higher returns.

Since we know it’s really good at managing risks, let’s find out how it did when the market had problems and went down.

Risk Analysis:

Let’s take a closer look at how the fund reacted during three notable period of market decline:

The edelweiss balanced advantage regular growth fund has proven to be strong during three tough times in stock market.

In first period from March 2015 to March 2017, When the Nifty 50 went down by 25.00%, this fund only went down by 11.85%. It bounced back quickly.

In the second period, from February 12, 2020, to November 10, 2020, when the nifty 50 had a big drop of 39.09%, the Edelweiss Balanced Advantage Growth fund only went down by 16.31%. It recovered pretty fast.

In the third period, from october 18, 2021, to Ju;y 27, 2022, when the nifty 50 faced another tough time with a big drop of 18.00%, the Edelweiss Balanced Advantage Regular Growth Fund again showed its strength by going down only by 9.22%.

This is why it’s known for managing riks well. It keeps your money safe and still manages to make more money compared to most similar funds. That’s why it’s considered one of the best-performing funds for people who want to be moderately careful with their investments. Moreover, investing in this fund is made convenient through online SIP.

Now Let’s have a look on its investing strategy:

Asset Allocation strategy