Quant Dynamic Asset Allocation Fund Regular vs Edelweiss Balanced Advantage Fund compare
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Quant Dynamic Asset Allocation Fund Regular - Growth
Chart Comparison
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 | - | - |
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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 | - |
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