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) | ₹3454 Cr | ₹13047 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 | 0.11% | -1.69% |
6 Month | 6% | 5.65% |
1 Year | 5.9% | 0.64% |
3 Year | 11.59% | 12.53% |
5 Year | 10.96% | 14.31% |
SIP Return Analysis
Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.97% | 2.73% |
1 Year | 8.02% | 4.15% |
3 Year | 12.57% | 11.5% |
5 Year | 10.9% | 11.66% |
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 | - | - |
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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 | 33.87 | 22.7 |
Large Cap | 50.9 | 56.05 |
Small Cap | 8.87 | 6.77 |
Mid Cap | 6.36 | 14.48 |
Sector Allocation
Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.14 | 19.75 |
Energy | 7.94 | 5.86 |
Technology | 2.79 | 8.67 |
Industrials | 7.47 | 5.68 |
Financial Services | 21.52 | 25.97 |
Consumer Defensive | 4.06 | 5.46 |
Basic Materials | 6.15 | 4.39 |
Consumer Cyclical | 6.01 | 8.97 |
Healthcare | 2.84 | 8.2 |
Utilities | 5.07 | 2.95 |
Real Estate | 1.04 | 0.83 |
Communication Services | 1.97 | 3.26 |
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