Axis Multi Asset Allocation Fund vs DSP Multi Asset Allocation Fund compare

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tortoise-icon DSP Multi Asset Allocation Fund - Regular (G)

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tortoise-icon Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name DSP Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund DSP Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹1692 Cr ₹1246 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 27 Sep 2023 01 Aug 2010
Category Multi Asset Allocation Multi Asset Allocation
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI (40), MSCI World (20), NIFTY Composite Debt Index (20), Domestic Price of Gold (15), M NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI
Turn Over % 64.15%
Expense Ratio 1.71 2.1
Manager Jay Kothari R Sivakumar
ISIN Code INF740KA1TB5 INF846K01768
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name DSP Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month 2.9% 1.95%
6 Month 13.6% 17.75%
1 Year - 27.09%
3 Year - 9.75%
5 Year - 14.67%

SIP Return Analysis

Scheme Name DSP Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.99% 10.49%
3 Year 8.99% 18.29%
5 Year 8.99% 36.83%

Rolling Lumpsum Returns

Scheme Name DSP Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 10.64% 13.78%
3 Year 10.64% 29.16%
5 Year 10.64% 40.64%

Risk Management

Scheme Name DSP Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation - 9.95%
Sharp - 0.43%
Beta - 1.12%
Alpha - -2.29%

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Fund Managers

Scheme Name DSP Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Name Jay Kothari R Sivakumar
Total AUM ₹0 Cr ₹9709 Cr
Fund Manage 20 10
DSP Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

DSP Multi Asset Allocation Fund - Regular (G)

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 59.79 30.73
Large Cap 26.74 47.83
Small Cap 5.67 10.15
Mid Cap 7.8 11.28

Sector Allocation

Scheme Name

DSP Multi Asset Allocation Fund - Regular (G)

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 4.62 3.2
Financial 33.25 18.63
Sovereign 3.34 6.32
Technology 8.04 4.39
Automobile 5.18 6.06
Healthcare 5.76 6.01
Metals & Mining 2.45 0.88
Energy 3.84 7.06
Consumer Staples 3.46 6.68
Chemicals 1.23 4.28
Consumer Discretionary 1.4 2.07
Communication 3.09 2.68
Materials 1.26 2.43
Capital Goods 0.65 4.63
Services 1.12 3.75
Unclassified 21.31 13.65
Construction - 4.41
Insurance - 2.86

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