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BSE - Delayed Quote INR

Edelweiss Balanced Adv Gr (0P0000KYO6.BO)

49.06
+0.01
+(0.02%)
At close: May 3 at 1:30:00 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return -0.39%
5y Average Return 15.30%
Number of Years Up 13
Number of Years Down 2
Best 1Y Total Return (May 2, 2025) 29.02%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 29.02%
Worst 3Y Total Return 6.20%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000KYO6.BO
Category
YTD
-1.83%
0.00%
1-Month
5.02%
0.00%
3-Month
-1.83%
0.00%
1-Year
6.36%
0.00%
3-Year
10.78%
0.00%
5-Year
16.86%
0.00%
10-Year
9.92%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000KYO6.BO
Category
2025
--
--
2024
13.06%
--
2023
18.79%
--
2022
2.14%
--
2021
18.76%
--
2020
22.64%
--
2019
7.78%
--
2018
1.87%
--

2017
23.90%
--
2016
-1.52%
--
2015
3.72%
--
2014
29.02%
--
2013
9.39%
--
2012
12.03%
--
2011
-2.26%
--
2010
13.33%
--
2009
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.83% -- -- --
2024 4.36% 7.22% 5.97% -4.65%
2023 -1.34% 7.96% 2.97% 8.30%
2022 -0.95% -5.48% 6.37% 2.57%
2021 4.17% 6.00% 7.22% 0.31%
2020 -9.98% 10.64% 7.58% 14.46%
2019 3.02% 1.10% 0.34% 3.14%
2018 -2.05% 3.14% 0.26% 0.57%
2017 10.98% 4.08% 1.91% 5.25%
2016 -1.20% 1.65% 3.52% -5.28%

2015 5.81% 1.44% -2.36% -1.02%
2014 0.73% 12.42% 8.48% 5.03%
2013 0.24% 3.41% -0.23% 5.77%
2012 4.81% 2.30% 4.49% 0.00%
2011 -2.44% 2.68% -2.43% 0.00%
2010 3.55% 3.24% 5.72% 0.26%
2009 0.20% -- -- --

Rank in Category (By Total Return)

YTD 45
1-Month 14
3-Month 45
1-Year 49
3-Year 46
5-Year 34

Load Adjusted Returns

1-Year 6.36%
3-Year 10.78%
5-Year 16.86%
10-Year 9.92%

Performance & Risk

YTD Return -0.39%
5y Average Return 15.30%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Edelweiss Asset Management Limited
Net Assets --
YTD Return -1.83%
Yield 0.00%
Morningstar Rating
Inception Date Jan 22, 2013

Fund Summary

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