Edelweiss Multi Asset Allocation Fund vs Quant Multi Asset Fund compare

Edelweiss Multi Asset Allocation Fund vs Quant Multi Asset Fund compare

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Edelweiss Multi Asset Allocation Fund - Reg (G)

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Quant Multi Asset Allocation Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Quant Multi Asset Allocation Fund-Growth
Fund	Edelweiss Multi Asset Allocation Fund - Reg (G)	Quant Multi Asset Allocation Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Low to Moderate	High
Asset Size (Cr)	₹2338 Cr	₹3162 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	23 Jun 2023	18 Apr 2001
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Short-Term Bond Index(50.00), NIFTY 500 TRI(40.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00)	BSE 200 TRI(65.00), MCX I-COMDEX Composite Index(20.00), CRISIL Short-Term Bond Index(15.00)
Turn Over	%	%
Expense Ratio	0.72	1.88
Manager	Dhawal Dalal	Sanjeev Sharma
ISIN Code	INF754K01RO7	INF966L01200
Exits Load	Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365	Quant Multi Asset Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Quant Multi Asset Allocation Fund-Growth
1 Month	0.48%	1.92%
6 Month	2.83%	12.61%
1 Year	7.34%	8.77%
3 Year	-	20.12%
5 Year	-	25.64%

SIP Return Analysis

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Quant Multi Asset Allocation Fund-Growth
6 Month	1.29%	6.29%
1 Year	6.61%	22.28%
3 Year	-	20.4%
5 Year	-	21.12%

Rolling Lumpsum Returns

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Quant Multi Asset Allocation Fund-Growth
1 Year	8.03%	7.44%
3 Year	-	7.52%
5 Year	-	8.15%

Risk Management

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Quant Multi Asset Allocation Fund-Growth
Standard Deviation	-	13.259%
Sharp	-	0.856%
Beta	-	-
Alpha	-	-

Fund Managers

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Quant Multi Asset Allocation Fund-Growth
Name	Dhawal Dalal	Sanjeev Sharma
Total AUM	₹25974 Cr	₹39731 Cr
Funds Managed	12	22
	Edelweiss Multi Asset Allocation Fund - Reg (G)	Quant Multi Asset Allocation Fund-Growth

Market Cap

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Quant Multi Asset Allocation Fund-Growth
Others	71.55	59.3
Large Cap	22.73	33.3
Mid Cap	5.19	5.95
Small Cap	0.54	1.45

Sector Allocation

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Quant Multi Asset Allocation Fund-Growth
Others	71.02	54.33
Energy	4.44	-
Technology	0.58	8.61
Industrials	2.48	1.04
Basic Materials	2.34	-
Healthcare	0.72	-
Financial Services	9.92	24.97
Consumer Defensive	0.48	4.75
Real Estate	0.21	2.25
Consumer Cyclical	3.31	1.45
Utilities	0.28	2.59
Communication Services	4.22	-

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