Edelweiss Balanced Advantage Fund vs DSP Dynamic Asset Allocation Fund compare
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
| 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 | Moderately High | Very High |
| Asset Size (Cr) | ₹3186 Cr | ₹11715 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 05 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 | 1.95 | 1.7 |
| Manager | Laukik Bagwe | Rahul Dedhia |
| ISIN Code | INF740K01K57 | INF754K01285 |
| Exits Load | Exit load of 1% if units in excess of 10% are redeemed within 12 months/365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./365 |
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.18% | -3.78% |
| 6 Month | 6.49% | 3.51% |
| 1 Year | 18.07% | 19.49% |
| 3 Year | 9.09% | 10.31% |
| 5 Year | 10.1% | 14.53% |
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 16.04% | 12.52% |
| 3 Year | 14.34% | 15.2% |
| 5 Year | 12.07% | 14.98% |
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.51% | 9.63% |
| 3 Year | 8.42% | 11.61% |
| 5 Year | 8.01% | 11.18% |
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.3% | 7.27% |
| Sharp | 0.52% | 0.8% |
| Beta | 0.74% | 0.25% |
| Alpha | -0.02% | 3.73% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 | 3.33 | 21.37 |
| Large Cap | 33.1 | 56.06 |
| Mid Cap | 4.68 | 9.03 |
| Small Cap | 2.82 | 3.01 |
| Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Energy | 2.02 | 9.3 |
| Healthcare | 0.89 | 3.69 |
| Metals & Mining | 1.03 | 2.56 |
| Financial | 13.6 | 24.14 |
| Construction | 0.34 | 3.56 |
| Consumer Discretionary | 1.19 | - |
| Chemicals | 6.9388939039072E-17 | 0.82 |
| Consumer Staples | 2.36 | 3.96 |
| Materials | 1.94 | 2.32 |
| Services | -0.01 | 2.94 |
| Automobile | 2.78 | 6.09 |
| Capital Goods | 0.98 | 2.16 |
| Communication | 0.84 | 2.95 |
| Sovereign | 14.87 | 2.27 |
| Technology | 1.1 | 4.66 |
| Others | - | 17.38 |
| Textiles | - | 0.32 |
| Insurance | - | 0.35 |
Top Comparisons
ICICI Prudential MidCap Fund - Growth
3Y Returns17.93%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns22.23%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns12.09%
SBI Long Term Equity Fund - Regular Plan- Growth
3Y Returns21.96%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns4.67%
Tata Silver Exchange Traded Fund
3Y Returns0%
HDFC Hybrid Debt Fund - Growth Plan
3Y Returns9.56%
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns8.83%