Products
Global Multi-AssetInbound · Global → IndiaIFSCA Retail Scheme
Edelweiss India Balanced Advantage Fund (GIFT)
Edelweiss AMC — IFSC Branch
Dynamic equity-debt allocation in a USD IFSC wrapper
10.4%
Illus. CAGR
9.6%
Illus. Vol
-11.8%
Illus. Max DD
Weekly
Liquidity
$10,000
Min
Minimum Investment
$10,000
USD
Currency
Weekly
Liquidity
Low
Risk
68
GlobalWisor Score⚠ Performance figures on this page are illustrative and platform-estimated, pending integration of the manager's factsheet. Refer to the official factsheet before making any investment decision.
Illustrative Performance
Benchmark: Nifty 50
⚠ Illustrative · indexed to 100 at startIllustrative · Refer Factsheet
Monthly Returns · Illustrative
Illustrative · Refer Factsheet| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Yr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.4 | 1.3 | 0.0 | 0.2 | -1.0 | 2.6 | 1.4 | 3.4 | 2.9 | 3.4 | -1.5 | 2.3 | 19.8 |
| 2025 | -0.3 | -1.1 | 3.2 | 2.0 | 1.3 | 3.4 | 0.2 | 0.5 | -0.6 | -1.2 | 1.6 | -1.5 | 7.6 |
| 2026 | 2.0 | 1.5 | 2.5 | -1.5 | -1.4 | 1.0 | · | · | · | · | · | · | 4.1 |
10.4%
Illus. CAGR
9.6%
Illus. Volatility
-11.8%
Illus. Max Drawdown
1.08
Illus. Sharpe
Weekly
Liquidity
$10,000
Min Investment
Why add this to a portfolio?
- Equity-debt rotation
- Low drawdown target
- Capital protection focus
Who is it for?
Edelweiss's GIFT IFSC retail scheme running a dynamic equity-debt allocation strategy, designed for risk-averse NRIs and foreign investors wanting smooth India exposure with capital protection focus.
USD diversification benefit: at today's live rate of ₹94.41/USD, a dollar sleeve compounds the rupee's long-run drift on top of the strategy's own return.
Geography Exposure
India
Tax Snapshot
IFSC concessional regime for non-residents
Always obtain personalised tax advice.