DSP Dynamic Asset Allocation Fund vs Edelweiss Balanced Advantage Fund compare

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DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Fund	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderate Risk	Very High Risk
Asset Size (Cr)	₹3186 Cr	₹12238 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	06 Feb 2014	20 Aug 2009
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate Index	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	429%	81%
Expense Ratio	1.93	1.69
Manager	Laukik Bagwe	Rahul Dedhia
ISIN Code	INF740K01K57	INF754K01285
Exits Load	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	-0.89%	-2.04%
6 Month	-1.23%	-6.2%
1 Year	9.85%	4.34%
3 Year	9.57%	9.88%
5 Year	9.2%	13.2%

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	3.59%	-4.26%
3 Year	11.04%	10.12%
5 Year	10.11%	11.57%

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	8.72%	9.77%
3 Year	8.5%	11.52%
5 Year	8.08%	11.23%

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	6.604%	8.045%
Sharp	0.507%	0.5%
Beta	-	-
Alpha	-	-

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Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Name	Laukik Bagwe	Rahul Dedhia
Total AUM	₹12579 Cr	₹31988 Cr
Fund Manage	10	10
	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	-0.53999999999999	21.37
Large Cap	48.53	56.06
Mid Cap	9.66	9.03
Small Cap	8.41	3.01

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	-0.53999999999999	17.38
Petroleum Products	2.46	-
IT - Software	3.29	-
Pharmaceuticals & Biotechnology	2.2	-
Construction	2.16	3.56
Banks	17.56	-
Diversified FMCG	1.92	-
Non - Ferrous Metals	0.91	-
Agricultural, Commercial & Construction Vehicles	0.38	-
Leisure Services	0.43	-
Consumer Durables	2.53	-
Aerospace & Defense	1.66	-
Cement & Cement Products	1.07	-
Ferrous Metals	0.31	-
Fertilizers & Agrochemicals	0.27	-
Realty	0.73	-
Chemicals & Petrochemicals	0.7	-
Insurance	1.58	0.35
Industrial Manufacturing	0.51	-
Automobiles	2.2	-
Finance	4.9	-
Telecom - Services	1.66	-
Gas	0.1	-
Industrial Products	1.1	-
Diversified Metals	1.03	-
Oil	0.51	-
Power	3.89	-
Metals & Minerals Trading	4	-
Food Products	0.72	-
Consumable Fuels	0.9	-
Personal Products	0.48	-
Minerals & Mining	0.77	-
Transport Services	0.25	-
Retailing	0.15	-
Transport Infrastructure	1.23	-
Capital Markets	0.05	-
Auto Components	0.83	-
Beverages	1.16	-
Energy	-	9.3
Automobile	-	6.09
Textiles	-	0.32
Healthcare	-	3.69
Financial	-	24.14
Technology	-	4.66
Metals & Mining	-	2.56
Capital Goods	-	2.16
Materials	-	2.32
Services	-	2.94
Sovereign	-	2.27
Consumer Staples	-	3.96
Chemicals	-	0.82
Communication	-	2.95