Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon Quant Dynamic Asset Allocation Fund Regular - Growth

Invest Now

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

Trailing Lumpsum Returns

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% -

SIP Return Analysis

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% -

Rolling Lumpsum Returns

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% -

Risk Management

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 - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

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

Sector Allocation

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 -

Top Comparisons

Mahindra Manulife Focused Fund - Regular Plan - Growth Mahindra Manulife Focused Fund - Regular Plan - Growth

3Y Returns23.2%

VS

Mirae Asset Focused Fund Regular Plan Growth Mirae Asset Focused Fund Regular Plan Growth

3Y Returns13.5%

Compare Now

Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth

3Y Returns0%

VS

Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

HDFC Income Fund - Growth Option HDFC Income Fund - Growth Option

3Y Returns7.61%

VS

Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option

3Y Returns7.86%

Compare Now

Nippon India Banking  & PSU Fund - Growth Plan - Growth Option Nippon India Banking & PSU Fund - Growth Plan - Growth Option

3Y Returns7.53%

VS

UTI Banking & PSU Fund- Regular Plan - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option

3Y Returns7.44%

Compare Now
Add to Cart Successfully