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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) | ₹8374 Cr | ₹3645 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 | 4.66% | 3.85% |
| 6 Month | 16.44% | 14% |
| 1 Year | 5.51% | 12.12% |
| 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 | 7.27% | 5.32% |
| 1 Year | 18.45% | 17.86% |
| 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 | 8.14% | 14.57% |
| 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 | 32.27 | 65.14 |
| Large Cap | 48.54 | 25.27 |
| Small Cap | 13.11 | 4.94 |
| Mid Cap | 6.08 | 4.65 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Others | 31.14 | 49.92 |
| Energy | 1.91 | 1.12 |
| Technology | 8.59 | 7.16 |
| Basic Materials | 3.63 | 3.99 |
| Consumer Cyclical | 15.29 | 8.27 |
| Consumer Defensive | 6.86 | 2.63 |
| Financial Services | 15.66 | 12.99 |
| Utilities | 7.29 | 2.51 |
| Communication Services | 6.52 | 4.24 |
| Healthcare | 0.62 | 2.18 |
| Industrials | 2.5 | 2.05 |
| Real Estate | - | 2.95 |
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