Axis Multi Asset Allocation Fund vs DSP 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) | ₹3158 Cr | ₹1484 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 | 1.24% | 1.4% |
6 Month | 9.64% | 6.95% |
1 Year | 10.58% | 5.31% |
3 Year | - | 13.26% |
5 Year | - | 14.26% |
SIP Return Analysis
Scheme Name | DSP Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.99% | 5.26% |
1 Year | 15.29% | 8.88% |
3 Year | - | 12.8% |
5 Year | - | 11.12% |
Rolling Lumpsum Returns
Scheme Name | DSP Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.9% | 9.42% |
3 Year | - | 8.9% |
5 Year | - | 9.02% |
Risk Management
Scheme Name | DSP Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 9.43% |
Sharp | - | 0.77% |
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 |
Funds Managed | 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 | 64.35 | 35.9 |
Large Cap | 23.83 | 47.4 |
Small Cap | 6.98 | 7.97 |
Mid Cap | 4.83 | 8.73 |
Sector Allocation
Scheme Name |
DSP Multi Asset Allocation Fund - Regular (G) |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 49.22 | 33.5 |
Financial Services | 13.32 | 21.77 |
Industrials | 2.1 | 7.89 |
Consumer Defensive | 2.72 | 3 |
Technology | 7.41 | 5.88 |
Consumer Cyclical | 9.94 | 11.46 |
Basic Materials | 3.94 | 5.84 |
Healthcare | 3.87 | 4.34 |
Real Estate | 1.25 | 0.38 |
Energy | 1.25 | 2.99 |
Communication Services | 2.42 | 1.76 |
Utilities | 2.56 | 1.19 |
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