Edelweiss Balanced Advantage Fund vs Edelweiss Large Cap Fund
Direct Plan, Growth option · Data as on 30-10-2026
Edelweiss Balanced Advantage Fund is a Balanced Advantage fund and Edelweiss Large Cap Fund is a Large Cap fund. In the 3 years to 30-10-2026, Edelweiss Balanced Advantage Fund (Direct) returned 10.6% a year and Edelweiss Large Cap Fund (Direct) returned 10.4% a year. Edelweiss Balanced Advantage Fund charges 0.81% a year and Edelweiss Large Cap Fund 0.97% (Direct plans). Their portfolios overlap 53.2%: they hold 56 of the same securities.
Edelweiss Balanced Advantage Fund
Balanced Advantage
- 3 year return
- 10.6%
- Expense ratio
- 0.81%
- NAV
- ₹59.87
Edelweiss Large Cap Fund
Large Cap
- 3 year return
- 10.4%
- Expense ratio
- 0.97%
- NAV
- ₹93.92
Which is better, Edelweiss Balanced Advantage or Edelweiss Large Cap? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Edelweiss Large Cap returned more over 5 years: 9.5% a year against 8.9%.
- Edelweiss Balanced Advantage returned more over 3 years: 10.6% a year against 10.4%.
- Edelweiss Balanced Advantage costs less: 0.81% a year against 0.97% (Direct plans).
- Edelweiss Balanced Advantage swung less over 3 years: a standard deviation of 9.2% a year against 13.0%.
- Edelweiss Balanced Advantage fell less in its worst fall since 22-01-2013: −16.2% against −35.1%.
- Edelweiss Large Cap holds more in large companies: 80.6% of the fund in large caps against 58.4%.
- Edelweiss Balanced Advantage is the larger fund: ₹12,880 Cr against ₹1,366 Cr.
- Their portfolios overlap 53.2%: 56 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Edelweiss Balanced Advantage Fund | Edelweiss Large Cap Fund |
|---|---|---|
| Fund house | Edelweiss Mutual Fund | Edelweiss Mutual Fund |
| Category | Balanced Advantage | Large Cap |
| AUM | ₹12,880 Cr (30-09-2026) | ₹1,366 Cr (30-09-2026) |
| NAV | ₹59.87 (Direct) | ₹93.92 (Direct) |
| Expense ratio (Direct) | 0.81% | 0.97% |
| Expense ratio (Regular) | 1.93% | 2.42% |
| Riskometer | Very High | Very High |
| Benchmark | NIFTY 50 Hybrid Composite Debt 50:50 Index | Nifty 100 TRI |
| Launch date | 20-08-2009 | 20-05-2009 |
| Minimum investment | ₹100 | ₹100 |
| Lock in | None | None |
| Fund managers | Bhavesh Jain, Bharat Lahoti, Rahul Dedhia, Kedar Karnik | Bharat Lahoti, Bhavesh Jain |
| Exit load | • 10% of the units allotted shall be redeemed without any Exit Load on or before completion of 90 days from the date of allotment of units. Any redemption in excess of such limit within 90 days from the date of allotment shall be subject to the following Exit Load: • If redeemed or switched out on or before completion of 90 days from the date of allotment of units - 1.00% • If redeemed or switched out after completion of 90 days from the date of allotment of units - NIL | Exit load of 1%, if redeemed within 90 days. |
Edelweiss Balanced Advantage vs Edelweiss Large Cap: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Edelweiss Balanced Advantage Fund (Direct) | +0.39% | −1.92% | +1.39% | +0.50% | +10.56% | +8.93% | +11.84% |
| Edelweiss Large Cap Fund (Direct) | +0.92% | −3.81% | −0.41% | −5.79% | +10.37% | +9.46% | +12.90% |
| Balanced Advantage average | −0.55% | −2.88% | +0.08% | −2.08% | +9.14% | +8.35% | +9.91% |
| Large Cap average | +0.62% | −4.36% | −1.05% | −6.33% | +10.38% | +8.23% | +11.81% |
Category average: the average of the 38 Balanced Advantage funds and the 35 Large Cap funds, same plan type.
Edelweiss Balanced Advantage vs Edelweiss Large Cap: Year-wise Returns
| Year | Balanced AdvantageEdelweiss Balanced Advantage | Large CapEdelweiss Large Cap |
|---|---|---|
| 2026to date | −0.61% | −6.66% |
| 2025 | +8.27% | +8.86% |
| 2024 | +14.39% | +16.41% |
| 2023 | +20.28% | +27.63% |
| 2022 | +3.53% | +5.03% |
| 2021 | +20.41% | +25.17% |
Edelweiss Balanced Advantage vs Edelweiss Large Cap: Rolling Returns
Every holding period of both funds, against Nifty 100 TRI, the benchmark of Edelweiss Large Cap Fund
Rolling returns
Every 3-year holding period, 2,654 of them, one for each trading day from 22-01-2016 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Edelweiss Balanced Advantage Fund (Direct)
Edelweiss Large Cap Fund (Direct)
Nifty 100 TRI
to
Dec 2016Oct 2015
to
Oct 2018Jul 2017
to
Jul 2020May 2019
to
May 2022Mar 2021
to
Mar 2024Dec 2022
to
Dec 2025
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Edelweiss Balanced Advantage | 0.0 | 0.7 | 24.1 | 53.4 | 21.4 | 0.4 | 0.0 | 12.6% | 13.0% | 3.4% | 20.8% | 32% |
| Edelweiss Large Cap | 0.3 | 2.6 | 10.2 | 37.0 | 38.1 | 9.8 | 2.0 | 14.9% | 15.0% | −2.4% | 31.4% | 81% |
| Nifty 100 TRI | 0.9 | 3.8 | 11.0 | 47.1 | 30.9 | 5.1 | 1.4 | 13.6% | 13.8% | −5.0% | 31.4% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is Nifty 100 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 22-01-2013. Past returns do not promise future returns.
Edelweiss Balanced Advantage vs Edelweiss Large Cap: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 22-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Edelweiss Balanced AdvantageEdelweiss Balanced Advantage Fund (Direct) | ₹16,60,000 | ₹39,07,477 | ₹22,47,477 | 11.6% |
| Edelweiss Large CapEdelweiss Large Cap Fund (Direct) | ₹16,60,000 | ₹43,45,753 | ₹26,85,753 | 13.0% |
Edelweiss Balanced AdvantageEdelweiss Balanced Advantage Fund (Direct)
Edelweiss Large CapEdelweiss Large Cap Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Edelweiss Balanced Advantage vs Edelweiss Large Cap: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Edelweiss Balanced Advantage Fund (Direct) | Edelweiss Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +0.50% | −5.79% |
| Standard deviation | 9.31% | 13.48% |
| Sharpe ratio | -0.51 | -0.82 |
| Sortino ratio | -0.69 | -1.09 |
| Maximum drawdown | −8.1% (23-03-2026) | −13.5% (30-03-2026) |
| Beta | -- | 0.96 |
| Alpha | -- | +2.34% |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss Balanced Advantage Fund (Direct) | Edelweiss Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +10.56% | +10.37% |
| Standard deviation | 9.18% | 13.05% |
| Sharpe ratio | 0.49 | 0.33 |
| Sortino ratio | 0.67 | 0.46 |
| Maximum drawdown | −11.1% (28-02-2025) | −17.1% (28-02-2025) |
| Beta | -- | 0.94 |
| Alpha | -- | +1.46% |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss Balanced Advantage Fund (Direct) | Edelweiss Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +8.93% | +9.46% |
| Standard deviation | 8.62% | 13.34% |
| Sharpe ratio | 0.36 | 0.27 |
| Sortino ratio | 0.49 | 0.37 |
| Maximum drawdown | −11.1% (28-02-2025) | −17.1% (28-02-2025) |
| Beta | -- | 0.94 |
| Alpha | -- | +2.31% |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss Balanced Advantage Fund (Direct) | Edelweiss Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.91% | +13.49% |
| Standard deviation | 8.85% | 14.90% |
| Sharpe ratio | 0.66 | 0.50 |
| Sortino ratio | 0.92 | 0.68 |
| Maximum drawdown | −16.2% (23-03-2020) | −35.1% (23-03-2020) |
| Beta | -- | 0.92 |
| Alpha | -- | +1.98% |
From daily NAVs, 22-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Edelweiss Balanced Advantage Fund (Direct)
Edelweiss Large Cap Fund (Direct)
Nifty 100 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Edelweiss Balanced Advantage Fund (Direct) | −16.2% | 12-02-2020 | 23-03-2020 | 07-07-2020 | 3 months | −3.6% |
| Edelweiss Large Cap Fund (Direct) | −35.1% | 13-02-2020 | 23-03-2020 | 05-11-2020 | 7 months | −7.6% |
| Nifty 100 TRI | −37.9% | 17-01-2020 | 23-03-2020 | 06-11-2020 | 7 months | −10.1% |
From daily values since 22-01-2013, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Balanced Advantage Fund (Direct)
Edelweiss Large Cap Fund (Direct)
Nifty 100 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Balanced Advantage Fund (Direct)
Edelweiss Large Cap Fund (Direct)
Nifty 100 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Balanced Advantage Fund (Direct)
Edelweiss Large Cap Fund (Direct)
Nifty 100 TRI
Against Nifty 100 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Edelweiss Balanced Advantage Fund (Direct) | 67% | 45% | 7.81% |
| Edelweiss Large Cap Fund (Direct) | 101% | 92% | 3.21% |
From month-end values since 22-01-2013. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Edelweiss Balanced Advantage vs Edelweiss Large Cap: Portfolio Overlap
From each fund's latest monthly portfolio: Edelweiss Balanced Advantage Fund, September 2026; Edelweiss Large Cap Fund, September 2026
Holdings in common
- Overlap
- 53.2%
- Held by both
- 56
- Only in Edelweiss Balanced Advantage
- 71
- Only in Edelweiss Large Cap
- 25
| Security | % of Edelweiss Balanced Advantage | % of Edelweiss Large Cap |
|---|---|---|
| ICICI Bank Ltd. | 4.67% | 7.64% |
| HDFC Bank Ltd. | 4.04% | 7.26% |
| Reliance Industries Ltd. | 3.63% | 5.39% |
| Larsen & Toubro Ltd. | 3.03% | 4.42% |
| Infosys Ltd. | 2.57% | 2.79% |
| State Bank of India | 2.33% | 2.77% |
| Bharti Airtel Ltd. | 1.72% | 2.60% |
| Titan Company Ltd. | 1.48% | 2.89% |
| Axis Bank Ltd. | 1.43% | 3.10% |
| Tech Mahindra Ltd. | 1.43% | 2.10% |
| Bajaj Finance Ltd. | 1.35% | 2.68% |
| Mahindra & Mahindra Ltd. | 1.32% | 3.11% |
| Eternal Ltd. | 1.37% | 1.24% |
| ITC Ltd. | 0.97% | 1.92% |
| Tata Consultancy Services Ltd. | 0.92% | 1.60% |
| Craftsman Automation Ltd. | 0.91% | 0.95% |
| Kotak Mahindra Bank Ltd. | 0.86% | 1.39% |
| Sun Pharmaceutical Industries Ltd. | 0.81% | 2.66% |
| Ultratech Cement Ltd. | 0.78% | 1.43% |
| Marico Ltd. | 0.74% | 1.01% |
| Britannia Industries Ltd. | 0.77% | 0.72% |
| Maruti Suzuki India Ltd. | 0.70% | 0.88% |
| NSE India Ltd. | 0.69% | 0.72% |
| NTPC Ltd. | 0.68% | 1.30% |
| Sona BLW Precision Forgings Ltd. | 0.71% | 0.67% |
| Schaeffler India Ltd. | 0.66% | 1.00% |
| Hindustan Unilever Ltd. | 0.64% | 0.78% |
| Apollo Hospitals Enterprise Ltd. | 0.64% | 1.79% |
| InterGlobe Aviation Ltd. | 0.63% | 0.93% |
| GE Vernova T&D India Limited | 1.24% | 0.62% |
| Oil & Natural Gas Corporation Ltd. | 0.60% | 0.92% |
| Samvardhana Motherson International Ltd. | 0.58% | 0.82% |
| FSN E-Commerce Ventures Ltd. | 0.56% | 0.60% |
| Solar Industries India Ltd. | 0.54% | 1.63% |
| Tata Steel Ltd. | 0.69% | 0.53% |
| Persistent Systems Ltd. | 0.52% | 0.79% |
| TVS Motor Company Ltd. | 2.77% | 0.51% |
| Glenmark Pharmaceuticals Ltd. | 0.89% | 0.51% |
| ICICI Prudential Asset Mgmt Co Ltd. | 0.49% | 0.92% |
| Cholamandalam Investment & Finance Company Ltd. | 0.90% | 0.47% |
| Info Edge (India) Ltd. | 0.57% | 0.47% |
| Grasim Industries Ltd. | 0.45% | 0.90% |
| Nestle India Ltd. | 0.45% | 0.79% |
| Hindalco Industries Ltd. | 0.42% | 0.43% |
| Lupin Ltd. | 0.75% | 0.40% |
| Bharat Electronics Ltd. | 0.40% | 0.53% |
| Abbott India Ltd. | 0.38% | 0.56% |
| Coforge Ltd. | 0.38% | 0.79% |
| Avenue Supermarts Ltd. | 0.37% | 0.69% |
| Ashok Leyland Ltd. | 0.32% | 0.46% |
| Divi's Laboratories Ltd. | 0.30% | 0.58% |
| Radico Khaitan Ltd. | 0.24% | 0.51% |
| Union Bank of India | 0.17% | 0.33% |
| Bharat Petroleum Corporation Ltd. | 0.11% | 0.54% |
| CG Power and Industrial Solutions Ltd. | 0.10% | 0.46% |
| Torrent Pharmaceuticals Ltd. | 0.08% | 0.71% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 53.2% means 53.2% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Edelweiss Balanced Advantage Fund
| Security | % of fund |
|---|---|
| 7.51% SIDBI SR V NCD RED 12-06-2028 | 1.35% |
| Multi Commodity Exchange Of India Ltd. | 1.17% |
| 7.3789% ADITYA BIRLA CAP SR B2 14-02-28 | 1.15% |
| Vedanta Ltd. | 1.03% |
| HCL Technologies Ltd. | 1.01% |
Largest holdings only in Edelweiss Large Cap Fund
| Security | % of fund |
|---|---|
| Milky Mist Dairy Food Ltd. | 1.24% |
| Symbiotec Pharmalab Ltd. | 0.87% |
| Pidilite Industries Ltd. | 0.80% |
| Hero Motors Ltd. | 0.66% |
| Coal India Ltd. | 0.62% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Edelweiss Balanced Advantage | Edelweiss Large Cap |
|---|---|---|
| Equity | 79.0% | 98.2% |
| Debt | 9.3% | 0.0% |
| Cash and others | 11.7% | 1.8% |
Market cap of stocks
| Market cap | Edelweiss Balanced Advantage | Edelweiss Large Cap |
|---|---|---|
| Large Cap | 58.4% | 80.6% |
| Mid Cap | 13.1% | 11.6% |
| Small Cap | 6.7% | 1.9% |
| Not on AMFI's list | 0.8% | 4.1% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Edelweiss Balanced Advantage | Edelweiss Large Cap |
|---|---|---|
| Banks | 14.9% | 22.5% |
| IT - Software | 7.2% | 8.3% |
| Pharmaceuticals & Biotechnology | 3.7% | 7.3% |
| Petroleum Products | 3.9% | 5.9% |
| Automobiles | 5.7% | 4.9% |
| Finance | 5.5% | 3.7% |
| Construction | 3.0% | 4.4% |
| Retailing | 3.8% | 3.0% |
The six largest sectors of each fund's stocks, % of the fund.
Edelweiss Balanced Advantage vs Edelweiss Large Cap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Edelweiss Balanced Advantage Fund | Edelweiss Large Cap Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.81% | 0.97% |
| Base expense ratio (Direct) | 0.52% | 0.60% |
| Total expense ratio (Regular) | 1.93% | 2.42% |
| Base expense ratio (Regular) | 1.47% | 1.84% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
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Edelweiss Balanced Advantage Fund vs Edelweiss Large Cap Fund: Frequently Asked Questions
What is the difference between Edelweiss Balanced Advantage Fund and Edelweiss Large Cap Fund?
Edelweiss Balanced Advantage Fund is a Balanced Advantage fund, Edelweiss Large Cap Fund is a Large Cap fund, run by Edelweiss Mutual Fund. Their portfolios overlap 53.2%. Edelweiss Balanced Advantage Fund charges 0.81% a year and Edelweiss Large Cap Fund 0.97%.
Which has given higher returns, Edelweiss Balanced Advantage Fund or Edelweiss Large Cap Fund?
Over 1 year: Edelweiss Balanced Advantage Fund +0.50%, Edelweiss Large Cap Fund −5.79%. Over 3 years: Edelweiss Balanced Advantage Fund +10.56% a year, Edelweiss Large Cap Fund +10.37% a year. Over 5 years: Edelweiss Balanced Advantage Fund +8.93% a year, Edelweiss Large Cap Fund +9.46% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Edelweiss Balanced Advantage Fund or Edelweiss Large Cap Fund?
Edelweiss Balanced Advantage Fund charges less: 0.81% a year against 0.97%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Edelweiss Balanced Advantage Fund and Edelweiss Large Cap Fund overlap?
53.2%. They hold 56 of the same securities, the largest shared ones being ICICIBANK, HDFCBANK, RELIANCE. From each fund's latest monthly portfolio.
Which is riskier, Edelweiss Balanced Advantage Fund or Edelweiss Large Cap Fund?
On SEBI's riskometer, Edelweiss Balanced Advantage Fund is rated Very High and Edelweiss Large Cap Fund Very High. Over 3 years, the standard deviation of daily returns was 9.18% and 13.05% a year.
Which is better for SIP, Edelweiss Balanced Advantage Fund or Edelweiss Large Cap Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,60,678 in Edelweiss Balanced Advantage Fund (XIRR 8.6% a year) and ₹7,53,490 in Edelweiss Large Cap Fund (XIRR 8.3% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Edelweiss Balanced Advantage Fund and Edelweiss Large Cap Fund?
Yes. 53.2% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Edelweiss Balanced Advantage Fund and Edelweiss Large Cap Fund?
Edelweiss Balanced Advantage Fund: Bhavesh Jain, Bharat Lahoti, Rahul Dedhia, Kedar Karnik. Edelweiss Large Cap Fund: Bharat Lahoti, Bhavesh Jain.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.