DSP Dynamic Asset Allocation Fund vs Edelweiss Balanced Advantage Fund compare
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
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 | Very High |
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 |
Trailing Lumpsum Returns
Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.85% | 4.65% |
6 Month | -0.98% | -6.77% |
1 Year | 11.94% | 5.13% |
3 Year | 10.38% | 10.38% |
5 Year | 13.81% | 17.12% |
SIP Return Analysis
Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.91% | -1.38% |
1 Year | 4.91% | -2.81% |
3 Year | 12.35% | 11.32% |
5 Year | 10.75% | 12.01% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 6.718% | 8.045% |
Sharp | 0.446% | 0.5% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
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 |
Funds Managed | 10 | 10 |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.2 | 27.12 |
Large Cap | 50.33 | 52.16 |
Mid Cap | 6.96 | 13.82 |
Small Cap | 9.5 | 6.9 |
Sector Allocation
Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.18 | 27.05 |
Energy | 7.21 | 4.13 |
Technology | 3.18 | 10.12 |
Healthcare | 2.45 | 7.32 |
Industrials | 7.16 | 3.8 |
Financial Services | 24.4 | 21.21 |
Consumer Defensive | 3.94 | 5.86 |
Basic Materials | 7.04 | 2.38 |
Consumer Cyclical | 4.82 | 9.99 |
Communication Services | 1.8 | 2.28 |
Utilities | 4.47 | 4.53 |
Real Estate | 0.37 | 1.34 |
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