Quant Dynamic Asset Allocation Fund Regular vs Edelweiss Balanced Advantage Fund compare

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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Quant Dynamic Asset Allocation Fund Regular - Growth

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Chart Comparison

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

Overview

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Fund	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹13047 Cr	₹1274 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	20 Aug 2009	12 Apr 2023
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	CRISIL Hybrid 50+50 Moderate Index
Turn Over	81%	%
Expense Ratio	1.69	2.12
Manager	Rahul Dedhia	Sanjeev Sharma
ISIN Code	INF754K01285	INF966L01BO9
Exits Load	Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	Quant Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month	-1.69%	-1.86%
6 Month	5.65%	7.46%
1 Year	0.64%	-5.07%
3 Year	12.53%	-
5 Year	14.31%	-

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	2.73%	5.37%
1 Year	4.15%	6.07%
3 Year	11.5%	-
5 Year	11.66%	-

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	9.54%	42.79%
3 Year	11.43%	-
5 Year	11.32%	-

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	8.31%	-
Sharp	0.96%	-
Beta	-	-
Alpha	-	-

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Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Name	Rahul Dedhia	Sanjeev Sharma
Total AUM	₹31988 Cr	₹39731 Cr
Funds Managed	10	22
	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	22.7	34.8
Large Cap	56.05	56.39
Mid Cap	14.48	4.51
Small Cap	6.77	4.3

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	19.75	30.94
Energy	5.86	0
Utilities	2.95	8.59
Technology	8.67	-
Consumer Cyclical	8.97	12.9
Healthcare	8.2	5.87
Industrials	5.68	2.5
Financial Services	25.97	29.11
Consumer Defensive	5.46	7.08
Basic Materials	4.39	-
Real Estate	0.83	3.01
Communication Services	3.26	-