DSP Dynamic Asset Allocation Fund vs Edelweiss Balanced Advantage Fund compare

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DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

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	Moderate	Very High
Asset Size (Cr)	₹3532 Cr	₹12899 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	06 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	1.93	1.69
Manager	Laukik Bagwe	Rahul Dedhia
ISIN Code	INF740K01K57	INF754K01285
Exits Load	DSP Dynamic 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 Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	1.75%	2.24%
6 Month	4.83%	6.01%
1 Year	6.65%	5.16%
3 Year	12.16%	12.37%
5 Year	10.66%	14.07%

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	0.71%	0.71%
1 Year	6.65%	6.33%
3 Year	10.63%	9.71%
5 Year	9.87%	10.38%

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	8.73%	9.28%
3 Year	8.75%	11.58%
5 Year	8.36%	11.45%

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	5.69%	8.03%
Sharp	0.91%	0.69%
Beta	0.75%	1.13%
Alpha	1.37%	-0.20%

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
Funds Managed	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	34.43	24.5
Large Cap	55.81	55.37
Small Cap	7.21	6.11
Mid Cap	2.55	14.03

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	33.84	20.45
Energy	7.66	4.53
Technology	3.09	8.83
Industrials	6	6.38
Financial Services	25.47	26.87
Consumer Defensive	4.03	3.63
Basic Materials	4.58	5.01
Healthcare	2.87	6.59
Consumer Cyclical	5.54	10.46
Utilities	5.18	3.12
Communication Services	1.73	3.6
Real Estate	-	0.52