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DSP Multi Asset Allocation Fund vs Kotak Multi Asset Allocation Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
DSP Multi Asset Allocation Fund - Regular (G)
Chart Comparison
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) | ₹9429 Cr | ₹4985 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 | -0.89% | 0.74% |
| 6 Month | 14.1% | 12.13% |
| 1 Year | 17% | 20.25% |
| 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 | 7.13% | 6.96% |
| 1 Year | 26.53% | 26.22% |
| 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 | 35.55 | 63.4 |
| Large Cap | 48.02 | 26.22 |
| Small Cap | 11.39 | 4.83 |
| Mid Cap | 5.03 | 5.55 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Others | 31.7 | 47.39 |
| Energy | 1.3 | 1.94 |
| Technology | 7.32 | 8.16 |
| Basic Materials | 2.35 | 3.82 |
| Consumer Cyclical | 15.56 | 6.9 |
| Consumer Defensive | 9.8 | 2.06 |
| Financial Services | 16.87 | 13.4 |
| Utilities | 6.41 | 2.69 |
| Communication Services | 6.15 | 5.01 |
| Industrials | 2.03 | 2.11 |
| Healthcare | 0.52 | 1.93 |
| Real Estate | - | 4.61 |
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