Edelweiss Balanced Advantage Fund vs DSP Dynamic Asset Allocation 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) | ₹3397 Cr | ₹12696 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% | 1.11% |
6 Month | 5.97% | 5.18% |
1 Year | 6.95% | 2.47% |
3 Year | 13.08% | 14.37% |
5 Year | 11.24% | 14.98% |
SIP Return Analysis
Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.96% | 4.78% |
1 Year | 8.88% | 6.54% |
3 Year | 12.74% | 12.14% |
5 Year | 10.97% | 11.97% |
Rolling Lumpsum Returns
Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.91% | 9.54% |
3 Year | 8.61% | 11.43% |
5 Year | 8.19% | 11.32% |
Risk Management
Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 6.43% | 8.31% |
Sharp | 1.04% | 0.96% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 32.95 | 21.4 |
Large Cap | 51.22 | 57.72 |
Mid Cap | 7.67 | 14.08 |
Small Cap | 8.17 | 6.81 |
Sector Allocation
Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.29 | 21.16 |
Energy | 8.2 | 5.46 |
Technology | 3.12 | 7.94 |
Industrials | 7.51 | 4.71 |
Financial Services | 21.64 | 26.61 |
Consumer Defensive | 4.48 | 6.35 |
Basic Materials | 6.16 | 4.7 |
Consumer Cyclical | 5.8 | 7.94 |
Healthcare | 2.88 | 7.42 |
Utilities | 5.05 | 4.05 |
Real Estate | 1 | 0.84 |
Communication Services | 1.86 | 2.83 |
Top Comparisons
HSBC Value Fund - Regular Growth
3Y Returns28.86%
Axis Value Fund - Regular Plan - Growth
3Y Returns26.01%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns17.21%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns22.63%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns19.34%
Aditya Birla Sun Life Large Cap Fund-Growth
3Y Returns19.05%
HDFC Mid-Cap Fund - Growth Plan
3Y Returns31%
Axis Midcap Fund - Regular Plan - Growth
3Y Returns22.05%