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

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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Quant Dynamic Asset Allocation Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹12238 Cr	₹1274 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	1.69	2.12
Manager	Rahul Dedhia	Sanjeev Sharma
ISIN Code	INF754K01285	INF966L01BO9
Exits Load	Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	Quant Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month	1.77%	2.5%
6 Month	-2.8%	-5.45%
1 Year	7.43%	-0.4%
3 Year	11.09%	-
5 Year	16.35%	-

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	0.4%	0.11%
1 Year	-1.31%	-7.92%
3 Year	11.3%	-
5 Year	11.8%	-

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	9.77%	52.56%
3 Year	11.52%	-
5 Year	11.23%	-

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	8.045%	-
Sharp	0.5%	-
Beta	-	-
Alpha	-	-

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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
Funds Managed	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	27.12	35.6
Large Cap	52.16	56.58
Small Cap	6.9	3.88
Mid Cap	13.82	3.94

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	27.05	34.43
Energy	4.13	13.33
Utilities	4.53	-
Technology	10.12	-
Consumer Cyclical	9.99	8.4
Industrials	3.8	7.52
Financial Services	21.21	22.2
Consumer Defensive	5.86	9.01
Basic Materials	2.38	-
Healthcare	7.32	5.11
Communication Services	2.28	-
Real Estate	1.34	-