DSP Multi Asset Allocation Fund vs Kotak Multi Asset Allocation Fund compare

DSP Multi Asset Allocation Fund vs Kotak Multi Asset Allocation Fund compare

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Kotak Multi Asset Allocation Fund - Regular (G)

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DSP Multi Asset Allocation Fund - Regular (G)

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Chart Comparison

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

Overview

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	DSP Multi Asset Allocation Fund - Regular (G)
Fund	Kotak Multi Asset Allocation Fund - Regular (G)	DSP Multi Asset Allocation Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹9869 Cr	₹5587 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	22 Sep 2023	27 Sep 2023
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI(65.00), NIFTY Short Duration Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00)	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)
Turn Over	%	%
Expense Ratio	1.73	1.64
Manager	Abhishek Bisen	Jay Kothari
ISIN Code	INF174KA1PA0	INF740KA1TB5
Exits Load	Kotak 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	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

Trailing Lumpsum Returns

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	DSP Multi Asset Allocation Fund - Regular (G)
1 Month	3.9%	2%
6 Month	15.37%	11.98%
1 Year	16.81%	19.73%
3 Year	-	-
5 Year	-	-

SIP Return Analysis

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	DSP Multi Asset Allocation Fund - Regular (G)
6 Month	8.32%	6.17%
1 Year	32.71%	26.53%
3 Year	-	-
5 Year	-	-

Rolling Lumpsum Returns

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	DSP Multi Asset Allocation Fund - Regular (G)
1 Year	7.24%	14.15%
3 Year	-	-
5 Year	-	-

Risk Management

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

Fund Managers

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	DSP Multi Asset Allocation Fund - Regular (G)
Name	Abhishek Bisen	Jay Kothari
Total AUM	₹0 Cr	₹0 Cr
Funds Managed	33	20
	Kotak Multi Asset Allocation Fund - Regular (G)	DSP Multi Asset Allocation Fund - Regular (G)

Market Cap

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	DSP Multi Asset Allocation Fund - Regular (G)
Others	37.83	61.94
Large Cap	46.26	27.59
Small Cap	11.08	4.46
Mid Cap	4.82	6.01

Sector Allocation

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	DSP Multi Asset Allocation Fund - Regular (G)
Others	33.54	44.84
Energy	1.31	2.22
Technology	7.37	8.7
Basic Materials	2.18	3.65
Consumer Cyclical	15.44	7.26
Consumer Defensive	9.23	2.18
Financial Services	16.59	13.49
Utilities	5.79	2.44
Communication Services	6.07	5.26
Industrials	1.9	1.79
Healthcare	0.58	2.56
Real Estate	-	5.62

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