DSP Multi Asset Allocation Fund vs Edelweiss Multi Asset Allocation Fund compare

DSP Multi Asset Allocation Fund vs Edelweiss Multi Asset Allocation Fund compare

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DSP Multi Asset Allocation Fund - Regular (G)

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Edelweiss Multi Asset Allocation Fund - Reg (G)

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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)	Edelweiss Multi Asset Allocation Fund - Reg (G)
Fund	DSP Multi Asset Allocation Fund - Regular (G)	Edelweiss Multi Asset Allocation Fund - Reg (G)
Investment Plan	Growth	Growth
Level of Risk	Very High	Low to Moderate
Asset Size (Cr)	₹4400 Cr	₹2338 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	27 Sep 2023	23 Jun 2023
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)	CRISIL Short-Term Bond Index(50.00), NIFTY 500 TRI(40.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00)
Turn Over	%	%
Expense Ratio	1.64	0.72
Manager	Jay Kothari	Dhawal Dalal
ISIN Code	INF740KA1TB5	INF754K01RO7
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	Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	DSP Multi Asset Allocation Fund - Regular (G)	Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Month	2.48%	0.48%
6 Month	14.37%	2.78%
1 Year	16.63%	7.44%
3 Year	-	-
5 Year	-	-

SIP Return Analysis

Scheme Name	DSP Multi Asset Allocation Fund - Regular (G)	Edelweiss Multi Asset Allocation Fund - Reg (G)
6 Month	5.04%	0.82%
1 Year	20.36%	5.65%
3 Year	-	-
5 Year	-	-

Rolling Lumpsum Returns

Scheme Name	DSP Multi Asset Allocation Fund - Regular (G)	Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Year	14.15%	8.03%
3 Year	-	-
5 Year	-	-

Risk Management

Scheme Name	DSP Multi Asset Allocation Fund - Regular (G)	Edelweiss Multi Asset Allocation Fund - Reg (G)
Standard Deviation	-	-
Sharp	-	-
Beta	-	-
Alpha	-	-

Fund Managers

Scheme Name	DSP Multi Asset Allocation Fund - Regular (G)	Edelweiss Multi Asset Allocation Fund - Reg (G)
Name	Jay Kothari	Dhawal Dalal
Total AUM	₹0 Cr	₹25974 Cr
Funds Managed	20	12
	DSP Multi Asset Allocation Fund - Regular (G)	Edelweiss Multi Asset Allocation Fund - Reg (G)

Market Cap

Scheme Name	DSP Multi Asset Allocation Fund - Regular (G)	Edelweiss Multi Asset Allocation Fund - Reg (G)
Others	65.48	71.55
Large Cap	25.67	22.73
Small Cap	4.31	0.54
Mid Cap	4.53	5.19

Sector Allocation

Scheme Name	DSP Multi Asset Allocation Fund - Regular (G)	Edelweiss Multi Asset Allocation Fund - Reg (G)
Others	47.91	71.02
Financial Services	12.91	9.92
Industrials	2.36	2.48
Consumer Defensive	2.25	0.48
Technology	7.34	0.58
Consumer Cyclical	7.99	3.31
Basic Materials	3.76	2.34
Real Estate	5.04	0.21
Healthcare	2.29	0.72
Energy	0.96	4.44
Communication Services	4.43	4.22
Utilities	2.75	0.28

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