DSP Multi Asset Allocation Fund vs Kotak Multi Asset Allocation Fund compare

Kotak Multi Asset Allocation Fund - Regular (G)

DSP Multi Asset Allocation Fund - Regular (G)

Overview

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	DSP Multi Asset Allocation Fund - Regular (G)
Fund	Kotak Multi Asset Allocation Fund - Regular (G)	DSP Multi Asset Allocation Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	Very High	High
Asset Size (Cr)	₹6089 Cr	₹1692 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	22 Sep 2023	27 Sep 2023
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI	NIFTY 500 TRI (40), MSCI World (20), NIFTY Composite Debt Index (20), Domestic Price of Gold (15), M
Turn Over	%	%
Expense Ratio	1.75	1.71
Manager	Abhishek Bisen	Jay Kothari
ISIN Code	INF174KA1PA0	INF740KA1TB5
Exits Load	Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year./365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	DSP Multi Asset Allocation Fund - Regular (G)
1 Month	1.62%	2.9%
6 Month	16.63%	13.6%
1 Year	-	-
3 Year	-	-
5 Year	-	-

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	DSP Multi Asset Allocation Fund - Regular (G)
6 Month	-	-
1 Year	12.85%	8.99%
3 Year	12.85%	8.99%
5 Year	12.85%	8.99%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	DSP Multi Asset Allocation Fund - Regular (G)
1 Year	13.6%	10.64%
3 Year	13.6%	10.64%
5 Year	13.6%	10.64%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	DSP Multi Asset Allocation Fund - Regular (G)
Standard Deviation	-	-
Sharp	-	-
Beta	-	-
Alpha	-	-

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Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	DSP Multi Asset Allocation Fund - Regular (G)
Name	Abhishek Bisen	Jay Kothari
Total AUM	₹0 Cr	₹0 Cr
Fund Manage	33	20
	Kotak Multi Asset Allocation Fund - Regular (G)	DSP Multi Asset Allocation Fund - Regular (G)

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	DSP Multi Asset Allocation Fund - Regular (G)
Others	33.03	59.79
Large Cap	39.62	26.74
Small Cap	10.32	5.67
Mid Cap	5.8	7.8

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	DSP Multi Asset Allocation Fund - Regular (G)
Others	32.97	4.62
Petroleum Products	0	-
IT - Software	5.19	-
Finance	3.51	-
Banks	13.08	-
Diversified FMCG	3.58	-
Printing & Publication	0.39	-
Healthcare Services	1.15	-
Cement & Cement Products	1.49	-
Ferrous Metals	0.54	-
Insurance	1.19	-
Construction	0.33	-
Gas	1.68	-
Automobiles	7.42	-
Entertainment	2.23	-
Realty	0	-
Auto Components	2.25	-
Leisure Services	0.29	-
Telecom - Services	1.49	-
Pharmaceuticals & Biotechnology	0	-
Metals & Minerals Trading	0	-
Consumable Fuels	-0.01	-
Non - Ferrous Metals	0	-
Personal Products	1.06	-
Minerals & Mining	-0.01	-
Power	3.48	-
Transport Services	0	-
Transport Infrastructure	-0.02	-
Retailing	1.38	-
Capital Markets	0.81	-
Industrial Manufacturing	2.18	-
Beverages	1.12	-
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