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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)
Chart Comparison
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 | Very High |
| Asset Size (Cr) | ₹7680 Cr | ₹2537 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 500 TRI(65.00), NIFTY Short Duration Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) | 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) |
| Turn Over | % | % |
| Expense Ratio | 1.73 | 1.64 |
| Manager | Abhishek Bisen | Jay Kothari |
| ISIN Code | INF174KA1PA0 | INF740KA1TB5 |
| Exits Load | Kotak 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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 1 Month | -2.71% | -1.35% |
| 6 Month | -7.61% | 0.14% |
| 1 Year | 5.11% | 11.83% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 6 Month | -6.18% | -1.01% |
| 1 Year | -9.31% | 4.64% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 1 Year | 23.15% | 22.13% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| 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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Fund Managers
| 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) |
Market Cap
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Others | 33.20421 | 57.10326 |
| Large Cap | 45.85311 | 31.35907 |
| Small Cap | 13.17536 | 6.10804 |
| Mid Cap | 7.7673 | 5.42964 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Others | 32.95183 | 50.21906 |
| Energy | 0.41198 | 1.25274 |
| Technology | 9.0588 | 6.67708 |
| Consumer Cyclical | 15.86051 | 8.33079 |
| Consumer Defensive | 7.306 | 2.48837 |
| Financial Services | 13.25588 | 16.08352 |
| Utilities | 6.69862 | 2.83668 |
| Healthcare | 1.9104 | 3.48027 |
| Communication Services | 5.19125 | 2.58705 |
| Basic Materials | 2.68033 | 4.34313 |
| Industrials | 4.47109 | 0.41615 |
| Real Estate | 0.20329 | 1.28517 |
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