Quant Dynamic Asset Allocation Fund Regular vs Edelweiss Balanced Advantage Fund compare

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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Quant Dynamic Asset Allocation Fund Regular - Growth

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Overview

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Fund	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹11715 Cr	₹1201 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	20 Aug 2009	12 Apr 2023
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open-ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	CRISIL Hybrid 50+50 Moderate Index
Turn Over	81%	%
Expense Ratio	1.7	2.13
Manager	Rahul Dedhia	Sanjeev Sharma
ISIN Code	INF754K01285	INF966L01BO9
Exits Load	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./365	Exit load of 1%, if redeemed within 15 days./365

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month	-3.78%	-6.81%
6 Month	3.51%	-2.03%
1 Year	19.49%	30.29%
3 Year	10.31%	-
5 Year	14.53%	-

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	-	-
1 Year	12.52%	12.08%
3 Year	15.2%	-
5 Year	14.98%	-

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	9.63%	55.72%
3 Year	11.61%	-
5 Year	11.18%	-

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	7.27%	-
Sharp	0.8%	-
Beta	0.25%	-
Alpha	3.73%	-

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Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Name	Rahul Dedhia	Sanjeev Sharma
Total AUM	₹31988 Cr	₹39731 Cr
Fund Manage	10	22
	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	21.37	26.42
Large Cap	56.06	65.83
Small Cap	3.01	5.79
Mid Cap	9.03	1.96

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	17.38	26.42
Energy	9.3	-
Automobile	6.09	-
Textiles	0.32	-
Healthcare	3.69	-
Financial	24.14	-
Technology	4.66	-
Construction	3.56	6.97
Metals & Mining	2.56	-
Capital Goods	2.16	-
Materials	2.32	-
Services	2.94	-
Sovereign	2.27	-
Consumer Staples	3.96	-
Insurance	0.35	15.35
Chemicals	0.82	-
Communication	2.95	-
Petroleum Products	-	9.44
Diversified FMCG	-	14.27
Commercial Services & Supplies	-	2.17
Food Products	-	4.3
Pharmaceuticals & Biotechnology	-	1.96
Finance	-	12.68
Auto Components	-	6.44