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) | ₹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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