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)	₹12696 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	1.21%	1.34%
6 Month	3.75%	5.16%
1 Year	3.92%	-0.82%
3 Year	14.55%	-
5 Year	15.17%	-

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	6.33%	9.52%
1 Year	9.07%	10.24%
3 Year	13.03%	-
5 Year	12.53%	-

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	21.4	23.94
Large Cap	57.72	66.52
Mid Cap	14.08	4.61
Small Cap	6.81	4.93

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	21.16	22.73
Energy	5.46	9.62
Utilities	4.05	8.41
Technology	7.94	-
Consumer Cyclical	7.94	13.65
Industrials	4.71	0
Financial Services	26.61	29.68
Healthcare	7.42	5.82
Consumer Defensive	6.35	7.18
Basic Materials	4.7	-
Real Estate	0.84	2.9
Communication Services	2.83	-