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DSP Dynamic Asset Allocation Fund vs Edelweiss Balanced Advantage Fund compare
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
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 | 1.46% | 1.45% |
| 6 Month | 1.83% | -0.99% |
| 1 Year | 11% | 4.76% |
| 3 Year | 11.48% | 11.55% |
| 5 Year | 11.69% | 15.28% |
SIP Return Analysis
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.94% | 1.4% |
| 1 Year | 6.73% | -0.68% |
| 3 Year | 12.96% | 11.61% |
| 5 Year | 11.04% | 11.95% |
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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