Edelweiss Balanced Advantage Fund vs DSP Dynamic Asset Allocation 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)	₹3690 Cr	₹13239 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	-0.24%	-0.55%
6 Month	3.69%	3.59%
1 Year	7.16%	4.29%
3 Year	12.28%	12.09%
5 Year	9.36%	11.7%

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	2.46%	2.44%
1 Year	10.88%	11.68%
3 Year	11.68%	10.96%
5 Year	10.58%	10.98%

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	8.55%	9.16%
3 Year	8.84%	11.71%
5 Year	8.48%	11.52%

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	6.3%	8.00%
Sharp	1.08%	0.65%
Beta	0.77%	1.13%
Alpha	2.35%	-

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	36.55	23.09
Large Cap	54.96	56.72
Small Cap	6.1	6.22
Mid Cap	2.39	13.97

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	32.06	19.24
Energy	6.08	5.01
Technology	5.73	8.62
Industrials	6.31	6.74
Financial Services	27.29	27.73
Consumer Defensive	4.04	3.93
Basic Materials	4.15	4.78
Healthcare	2.45	6.17
Consumer Cyclical	5.4	10.7
Utilities	4.91	2.72
Communication Services	1.6	3.89
Real Estate	-	0.46