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) | ₹2537 Cr | ₹1316 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 | 1.43% | 2.02% |
6 Month | 2.02% | -0.74% |
1 Year | 12.9% | 9.82% |
3 Year | - | 9.31% |
5 Year | - | 14.56% |
SIP Return Analysis
Scheme Name | DSP Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.91% | 2.28% |
1 Year | 9.92% | 2.97% |
3 Year | - | 12.08% |
5 Year | - | 11.04% |
Rolling Lumpsum Returns
Scheme Name | DSP Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 22.13% | 9.35% |
3 Year | - | 8.92% |
5 Year | - | 8.93% |
Risk Management
Scheme Name | DSP Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 10.251% |
Sharp | - | 0.074% |
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 | 57.1 | 35.22 |
Large Cap | 31.36 | 47.19 |
Small Cap | 6.11 | 8.68 |
Mid Cap | 5.43 | 8.9 |
Sector Allocation
Scheme Name |
DSP Multi Asset Allocation Fund - Regular (G) |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 50.22 | 34.44 |
Financial Services | 16.08 | 20.2 |
Technology | 6.68 | 6.66 |
Consumer Cyclical | 8.33 | 9.25 |
Basic Materials | 4.34 | 6.17 |
Healthcare | 3.48 | 5.16 |
Real Estate | 1.29 | 1.45 |
Energy | 1.25 | 3.14 |
Consumer Defensive | 2.49 | 4.41 |
Communication Services | 2.59 | 1.6 |
Utilities | 2.84 | 0.7 |
Industrials | 0.42 | 6.83 |
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