• 1 Year Returns: -1.50%
• 3 Year Returns: 2.65%
• 5 Year Returns: 1.64%

• Private Banks | 10.91%
• Investment Banking & Brokerage | 8.79%
• IT Services & Consulting | 7.68%
• Public Banks | 7.06%
• Specialized Finance | 6.70%

• Clearing Corporation of India Ltd. | 5.57%
• ICICI Bank Limited | 4.91%
• Reliance Industries Ltd | 3.74%
• HDFC Bank Limited | 3.12%
• Larsen and Toubro Ltd | 3.07%

• Equity | 80.45%
• Cash & Equivalents | 8.17%
• Corporate Debt | 5.82%
• Certificate of Deposit | 2.38%
• Government Securities | 1.47%

The alpha ratio for the Edelweiss Balanced Advantage Fund(M-IDCW) is 3.41

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Edelweiss Balanced Advantage Fund(M-IDCW) is 8.97

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Edelweiss Balanced Advantage Fund(M-IDCW) is 0.28

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Edelweiss Balanced Advantage Fund(M-IDCW) is 0.03

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.