Kotak Multi Asset Allocation Fund vs DSP 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 Risk | Very High Risk |
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 | -2.17% | 1.39% |
6 Month | -5.9% | 2.22% |
1 Year | 8.1% | 14.71% |
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 | - | - |
1 Year | -2.46% | 8.18% |
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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 30.96 | 59.79 |
Large Cap | 37.79 | 26.74 |
Small Cap | 10.71 | 5.67 |
Mid Cap | 7.87 | 7.8 |
Sector Allocation
Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
Others | 30.96 | 4.62 |
Petroleum Products | 0 | - |
IT - Software | 8.11 | - |
Personal Products | 1.42 | - |
Finance | 3.33 | - |
Banks | 6.48 | - |
Diversified FMCG | 5.54 | - |
Printing & Publication | 0.31 | - |
Healthcare Services | 1.27 | - |
Cement & Cement Products | 1.21 | - |
Insurance | 0.92 | - |
Construction | 0.29 | - |
Ferrous Metals | 0 | - |
Gas | 1.59 | - |
Automobiles | 7.07 | - |
Entertainment | 2.12 | - |
Diversified Metals | 0 | - |
Realty | 0 | - |
Consumer Durables | 0.51 | - |
Auto Components | 2.18 | - |
Leisure Services | 2.15 | - |
Retailing | 2.66 | - |
Telecom - Services | 1.52 | - |
Pharmaceuticals & Biotechnology | 0 | - |
Metals & Minerals Trading | 0 | - |
Consumable Fuels | 0 | - |
Non - Ferrous Metals | 0 | - |
Minerals & Mining | 0 | - |
Power | 3.53 | - |
Transport Services | 0.68 | - |
Transport Infrastructure | -0.02 | - |
Capital Markets | 0.8 | - |
Industrial Manufacturing | 1.6 | - |
Beverages | 1.1 | - |
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 |
Top Comparisons
ICICI Prudential Infrastructure Fund - Growth
3Y Returns28.1%
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
3Y Returns25.42%
ICICI Prudential Value Discovery Fund - Growth
3Y Returns19.05%
HSBC Value Fund - Regular Growth
3Y Returns19.06%
PGIM India Gilt Fund - Growth
3Y Returns5.98%
DSP Gilt Fund - Regular Plan - Growth
3Y Returns6.65%
LIC MF LOW DURATION FUND-Growth
3Y Returns5.96%
LIC MF LOW DURATION FUND-Regular Plan-Growth
3Y Returns5.96%