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 | 1.37% | 1.64% |
| 6 Month | 11.9% | 12.89% |
| 1 Year | 21.35% | 27.65% |
| 3 Year | 10.18% | 13.4% |
| 5 Year | 11.48% | 16.98% |
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.47% | 11.59% |
| 3 Year | 20.56% | 26.05% |
| 5 Year | 32.56% | 48.37% |
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.66% | 15.85% |
| 3 Year | 25.37% | 37.08% |
| 5 Year | 35.46% | 51.45% |
| 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% | 0.93% |
| Beta | 0.74% | 0.95% |
| Alpha | -0.02% | 2.64% |
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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 |
|---|---|---|
| Large Cap | 33.1 | 56.06 |
| Others | 3.33 | 21.37 |
| 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 |
|---|---|---|
| Financial | 13.6 | 24.14 |
| Sovereign | 14.87 | 2.27 |
| Services | -0.01 | 2.94 |
| Materials | 1.94 | 2.32 |
| Automobile | 2.78 | 6.09 |
| Energy | 2.02 | 9.3 |
| Consumer Staples | 2.36 | 3.96 |
| Metals & Mining | 1.03 | 2.56 |
| Technology | 1.1 | 4.66 |
| Capital Goods | 0.98 | 2.16 |
| Healthcare | 0.89 | 3.69 |
| Communication | 0.84 | 2.95 |
| Consumer Discretionary | 1.19 | - |
| Construction | 0.34 | 3.56 |
| Chemicals | 0 | 0.82 |
| Others | - | 17.38 |
| Insurance | - | 0.35 |
| Textiles | - | 0.32 |
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