DSP Multi Asset Allocation Fund vs Aditya Birla Sun Life Multi Asset Allocation Fund compare

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tortoise-icon Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

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

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Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth DSP Multi Asset Allocation Fund - Regular (G)
Fund Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth DSP Multi Asset Allocation Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹3404 Cr ₹1692 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 31 Jan 2023 27 Sep 2023
Category Multi Asset Allocation Multi Asset Allocation
Fund Type Open Ended Open Ended
Benchmark BSE 200 (65), CRISIL Short-Term Bond Index (25), Domestic Price of Silver (5), Domestic Price of Gol NIFTY 500 TRI (40), MSCI World (20), NIFTY Composite Debt Index (20), Domestic Price of Gold (15), M
Turn Over 0.0% %
Expense Ratio 1.86 1.71
Manager Dhaval Joshi Jay Kothari
ISIN Code INF209KB12R6 INF740KA1TB5
Exits Load Exit load of 1%, if redeemed within 365 days./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 Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth DSP Multi Asset Allocation Fund - Regular (G)
1 Month 1.11% 2.9%
6 Month 15.08% 13.6%
1 Year 25.83% -
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth DSP Multi Asset Allocation Fund - Regular (G)
6 Month - -
1 Year 12.36% 8.99%
3 Year 17.51% 8.99%
5 Year 17.51% 8.99%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth DSP Multi Asset Allocation Fund - Regular (G)
1 Year 17.19% 10.64%
3 Year 19.87% 10.64%
5 Year 19.87% 10.64%

Risk Management

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth DSP Multi Asset Allocation Fund - Regular (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

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Fund Managers

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth DSP Multi Asset Allocation Fund - Regular (G)
Name Dhaval Joshi Jay Kothari
Total AUM ₹361932 Cr ₹0 Cr
Fund Manage 55 20
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth DSP Multi Asset Allocation Fund - Regular (G)

Market Cap

Scheme Name

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

DSP Multi Asset Allocation Fund - Regular (G)

Others 34.84 59.79
Large Cap 43.67 26.74
Mid Cap 10.72 7.8
Small Cap 10.76 5.67

Sector Allocation

Scheme Name

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

DSP Multi Asset Allocation Fund - Regular (G)

Others 5.16 4.62
Consumer Staples 4.42 3.46
Metals & Mining 2.36 2.45
Automobile 4.69 5.18
Consumer Discretionary 2.53 1.4
Financial 26.39 33.25
Energy 8.06 3.84
Sovereign 0.87 3.34
Technology 4.7 8.04
Materials 1.86 1.26
Construction 4.83 -
Healthcare 4.47 5.76
Services 4.76 1.12
Capital Goods 6.34 0.65
Communication 1.7 3.09
Chemicals 1.07 1.23
Insurance 1.51 -
Unclassified 14.27 21.31

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