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Edelweiss Balanced Advantage Fund (IDCW-Q) Hybrid - Equity Oriented
INVEST

Plan: OPEN | Option: Dividend | Bhavesh Jain

12 Jun 25 | 12:00 AM

21.27 -0.21 (-0.98%)

  • Underperforms

    4.98%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -2.46%

  • Less Volatile

    0.58%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.07%

  • Not so consistent

    6/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

JavaScript chart by amCharts 3.20.9

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Edelweiss Balanced Advantage Fund (IDCW-Q), has Underperformed its benchmark, Hybrid - Equity Oriented by -2.45% (CAGR difference)

4.98%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in

13 Jun 2024

JavaScript chart by amCharts 3.20.94.805.005.205.405.605.806.006.206.406.606.807.007.207.407.60
JavaScript chart by amCharts 3.20.9Edelweiss Balanced Advantage Fund (IDCW-Q) Hybrid - Equity Oriented

Risk

In last 1 year , the volatility of Edelweiss Balanced Advantage Fund (IDCW-Q),is Lower than its benchmark, Hybrid - Equity Oriented by -0.07%

0.58%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.580.590.600.610.620.630.640.65
JavaScript chart by amCharts 3.20.9Edelweiss Balanced Advantage Fund (IDCW-Q) Hybrid - Equity Oriented

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-10-50510
JavaScript chart by amCharts 3.20.9Edelweiss Balanced Advantage Fund (IDCW-Q) Hybrid - Equity Oriented
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-1.0-0.50.00.51.0
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 49 Stocks beating the benchmark 42 Stocks not beating the benchmark

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