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 Very High Very High
Asset Size (Cr) ₹2273 Cr ₹1281 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 21 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 1.66 2.07
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 -0.01% -2.51%
6 Month 1.92% -1.35%
1 Year 16.11% 13.8%
3 Year - 6.15%
5 Year - 11.44%

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 9.25% 6.73%
3 Year - 11.47%
5 Year - 11.67%

Rolling Lumpsum Returns

Scheme Name DSP Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 28.28% 9.17%
3 Year - 9.02%
5 Year - 8.86%

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 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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