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Axis Multi Asset Allocation Fund vs DSP Multi Asset Allocation Fund compare

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tortoise-icon DSP Multi Asset Allocation Fund - Regular (G)

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tortoise-icon Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3645 Cr ₹1528 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 3.59% 4.38%
6 Month 12.48% 13.2%
1 Year 12.45% 5.6%
3 Year - 11.24%
5 Year - 13.75%

SIP Return Analysis

Scheme Name DSP Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month 5.32% 5.74%
1 Year 17.86% 15.84%
3 Year - 14.27%
5 Year - 11.68%

Rolling Lumpsum Returns

Scheme Name DSP Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 14.57% 9.35%
3 Year - 8.96%
5 Year - 9.1%

Risk Management

Scheme Name DSP Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation - 8.40%
Sharp - 0.43%
Beta - -
Alpha - -

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 65.14 36.31
Large Cap 25.27 45.29
Small Cap 4.94 8.51
Mid Cap 4.65 9.89

Sector Allocation

Scheme Name

DSP Multi Asset Allocation Fund - Regular (G)

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 49.92 33.39
Financial Services 12.99 21.05
Industrials 2.05 7.16
Consumer Defensive 2.63 3.09
Technology 7.16 6.29
Consumer Cyclical 8.27 11.41
Basic Materials 3.99 6.62
Healthcare 2.18 4.62
Real Estate 2.95 0.38
Energy 1.12 3.17
Communication Services 4.24 1.66
Utilities 2.51 1.16

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