Edelweiss Multi Asset Allocation Fund vs DSP Multi Asset Allocation Fund compare
DSP Multi Asset Allocation Fund - Regular (G)
Edelweiss Multi Asset Allocation Fund - Reg (G)
Chart Comparison
Overview
Scheme Name | DSP Multi Asset Allocation Fund - Regular (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Fund | DSP Multi Asset Allocation Fund - Regular (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Low to Moderate |
Asset Size (Cr) | ₹2537 Cr | ₹1479 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 27 Sep 2023 | 23 Jun 2023 |
Category | Multi Asset Allocation | Multi Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI(40.00), MSCI World(20.00), NIFTY Composite Debt Index(20.00), Domestic Price of Gold(15.00), MCX I-COMDEX Composite Index(5.00) | CRISIL Short-Term Bond Index(50.00), NIFTY 500 TRI(40.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) |
Turn Over | % | % |
Expense Ratio | 1.64 | 0.72 |
Manager | Jay Kothari | Dhawal Dalal |
ISIN Code | INF740KA1TB5 | INF754K01RO7 |
Exits Load | DSP Multi 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 Multi Asset Allocation Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | DSP Multi Asset Allocation Fund - Regular (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
1 Month | 3.29% | 0.89% |
6 Month | -1.23% | 3.93% |
1 Year | 14% | 8.26% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | DSP Multi Asset Allocation Fund - Regular (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
6 Month | 1.93% | 2.43% |
1 Year | 7.85% | 8.3% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | DSP Multi Asset Allocation Fund - Regular (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
1 Year | 22.13% | 7.88% |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | DSP Multi Asset Allocation Fund - Regular (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Standard Deviation | - | - |
Sharp | - | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | DSP Multi Asset Allocation Fund - Regular (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Name | Jay Kothari | Dhawal Dalal |
Total AUM | ₹0 Cr | ₹25974 Cr |
Funds Managed | 20 | 12 |
DSP Multi Asset Allocation Fund - Regular (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
Market Cap
Scheme Name |
DSP Multi Asset Allocation Fund - Regular (G) |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Others | 57.1 | 71.58 |
Large Cap | 31.36 | 21.12 |
Small Cap | 6.11 | 0.4 |
Mid Cap | 5.43 | 6.91 |
Sector Allocation
Scheme Name |
DSP Multi Asset Allocation Fund - Regular (G) |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Others | 50.22 | 71.04 |
Financial Services | 16.08 | 9.73 |
Technology | 6.68 | 1.65 |
Consumer Cyclical | 8.33 | 2.25 |
Basic Materials | 4.34 | 2.56 |
Healthcare | 3.48 | 0.79 |
Real Estate | 1.29 | 0.18 |
Energy | 1.25 | 5.91 |
Consumer Defensive | 2.49 | 0.19 |
Communication Services | 2.59 | 3.58 |
Utilities | 2.84 | 0.04 |
Industrials | 0.42 | 2.08 |
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