Axis Multi Asset Allocation Fund vs DSP Multi Asset Allocation Fund compare
DSP Multi Asset Allocation Fund - Regular (G)
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
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 | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹2537 Cr | ₹1316 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 27 Sep 2023 | 23 Aug 2010 |
Category | Multi Asset Allocation | Multi Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI(40.00), MSCI World(20.00), NIFTY Composite Debt Index(20.00), Domestic Price of Gold(15.00), MCX I-COMDEX Composite Index(5.00) | NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI |
Turn Over | % | 64.15% |
Expense Ratio | 1.64 | 2.1 |
Manager | Jay Kothari | R Sivakumar |
ISIN Code | INF740KA1TB5 | INF846K01768 |
Exits Load | DSP Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Multi Asset Allocation Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | DSP Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.39% | -1.34% |
6 Month | 2.22% | -5.12% |
1 Year | 14.71% | 10.57% |
3 Year | - | 7.25% |
5 Year | - | 10.53% |
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 | 8.18% | 0.87% |
3 Year | - | 9.81% |
5 Year | - | 10.42% |
Rolling Lumpsum Returns
Scheme Name | DSP Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 22.13% | 9.35% |
3 Year | - | 8.92% |
5 Year | - | 8.93% |
Risk Management
Scheme Name | DSP Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 10.007% |
Sharp | - | 0.143% |
Beta | - | - |
Alpha | - | - |
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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 | 36.35 |
Large Cap | 26.74 | 40.5 |
Small Cap | 5.67 | 12.37 |
Mid Cap | 7.8 | 10.79 |
Sector Allocation
Scheme Name |
DSP Multi Asset Allocation Fund - Regular (G) |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.62 | 36.35 |
Financial | 33.25 | - |
Sovereign | 3.34 | - |
Technology | 8.04 | - |
Automobile | 5.18 | - |
Healthcare | 5.76 | - |
Metals & Mining | 2.45 | - |
Energy | 3.84 | - |
Consumer Staples | 3.46 | - |
Chemicals | 1.23 | - |
Consumer Discretionary | 1.4 | - |
Communication | 3.09 | - |
Materials | 1.26 | - |
Capital Goods | 0.65 | - |
Services | 1.12 | - |
Unclassified | 21.31 | - |
Petroleum Products | - | 1.13 |
IT - Software | - | 4.92 |
Personal Products | - | 1.19 |
Construction | - | 2.74 |
Ferrous Metals | - | 0.7 |
Finance | - | 3.23 |
Non - Ferrous Metals | - | 1.46 |
Banks | - | 10.21 |
Realty | - | 2.11 |
Healthcare Services | - | 1.86 |
Pharmaceuticals & Biotechnology | - | 4.09 |
Automobiles | - | 3.5 |
Aerospace & Defense | - | 0.83 |
Auto Components | - | 2.33 |
Chemicals & Petrochemicals | - | 1.3 |
Insurance | - | 2.62 |
Capital Markets | - | 1.14 |
Diversified FMCG | - | 1.11 |
Electrical Equipment | - | 0.98 |
Beverages | - | 1.87 |
Power | - | 0.52 |
Fertilizers & Agrochemicals | - | 2.35 |
Oil | - | 0.14 |
Industrial Products | - | 1.32 |
Consumer Durables | - | 2.07 |
Telecom - Services | - | 1.86 |
Leisure Services | - | 0.64 |
Cement & Cement Products | - | 1.09 |
Industrial Manufacturing | - | 0.36 |
Transport Services | - | 1.27 |
Retailing | - | 2.01 |
Household Products | - | 0.71 |
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