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DSP Dynamic Asset Allocation Fund vs Edelweiss Balanced Advantage Fund compare

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tortoise-icon DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

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tortoise-icon 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) ₹3186 Cr ₹12238 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

Trailing Lumpsum Returns

Scheme Name DSP Dynamic Asset Allocation Fund - Regular Plan - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month 2.84% 4.38%
6 Month 4.34% 3.17%
1 Year 12.5% 7.56%
3 Year 13.29% 14.16%
5 Year 12.93% 16.69%

SIP Return Analysis

Scheme Name DSP Dynamic Asset Allocation Fund - Regular Plan - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month 2.24% 0.8%
1 Year 5.4% -1.67%
3 Year 12.16% 10.55%
5 Year 10.52% 11.16%

Rolling Lumpsum Returns

Scheme Name DSP Dynamic Asset Allocation Fund - Regular Plan - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 8.72% 9.77%
3 Year 8.5% 11.52%
5 Year 8.08% 11.23%

Risk Management

Scheme Name DSP Dynamic Asset Allocation Fund - Regular Plan - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation 6.718% 8.045%
Sharp 0.446% 0.5%
Beta - -
Alpha - -

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Fund Managers

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

Market Cap

Scheme Name

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 33.2 27.12
Large Cap 50.33 52.16
Mid Cap 6.96 13.82
Small Cap 9.5 6.9

Sector Allocation

Scheme Name

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 33.18 27.05
Energy 7.21 4.13
Technology 3.18 10.12
Healthcare 2.45 7.32
Industrials 7.16 3.8
Financial Services 24.4 21.21
Consumer Defensive 3.94 5.86
Basic Materials 7.04 2.38
Consumer Cyclical 4.82 9.99
Communication Services 1.8 2.28
Utilities 4.47 4.53
Real Estate 0.37 1.34

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