DSP Multi Asset Allocation Fund vs Axis 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 | Very High |
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 | -1.35% | -1.38% |
6 Month | 0.14% | -6.01% |
1 Year | 11.83% | 8.64% |
3 Year | - | 7.57% |
5 Year | - | 12.43% |
SIP Return Analysis
Scheme Name | DSP Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -1.01% | -4.67% |
1 Year | 4.64% | -4.94% |
3 Year | - | 8.91% |
5 Year | - | 9.54% |
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 | - | 10.251% |
Sharp | - | 0.074% |
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 | 57.10326 | 35.22155 |
Large Cap | 31.35907 | 47.19079 |
Small Cap | 6.10804 | 8.6833 |
Mid Cap | 5.42964 | 8.90438 |
Sector Allocation
Scheme Name |
DSP Multi Asset Allocation Fund - Regular (G) |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 50.21906 | 34.43641 |
Financial Services | 16.08352 | 20.19575 |
Technology | 6.67708 | 6.65638 |
Consumer Cyclical | 8.33079 | 9.25384 |
Basic Materials | 4.34313 | 6.16954 |
Healthcare | 3.48027 | 5.16099 |
Real Estate | 1.28517 | 1.44989 |
Energy | 1.25274 | 3.13733 |
Consumer Defensive | 2.48837 | 4.40586 |
Communication Services | 2.58705 | 1.60299 |
Utilities | 2.83668 | 0.69641 |
Industrials | 0.41615 | 6.83463 |
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