DSP Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund compare

DSP Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund compare

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SBI Multi Asset Allocation Fund - Regular Plan - Growth

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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	SBI Multi Asset Allocation Fund - Regular Plan - Growth	DSP Multi Asset Allocation Fund - Regular (G)
Fund	SBI Multi Asset Allocation Fund - Regular Plan - Growth	DSP Multi Asset Allocation Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹12012 Cr	₹5587 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	21 Dec 2005	27 Sep 2023
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI,CRISIL 10-Year Gilt,Domestic Price of Gold	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	252%	%
Expense Ratio	1.44	1.64
Manager	Pradeep Kesavan	Jay Kothari
ISIN Code	INF200K01800	INF740KA1TB5
Exits Load	SBI 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	SBI Multi Asset Allocation Fund - Regular Plan - Growth	DSP Multi Asset Allocation Fund - Regular (G)
1 Month	2.86%	3.14%
6 Month	10.23%	13.48%
1 Year	18.86%	22.74%
3 Year	18.77%	-
5 Year	14.96%	-

SIP Return Analysis

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	DSP Multi Asset Allocation Fund - Regular (G)
6 Month	7.4%	7.87%
1 Year	26.17%	29.16%
3 Year	18.66%	-
5 Year	16.77%	-

Rolling Lumpsum Returns

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	DSP Multi Asset Allocation Fund - Regular (G)
1 Year	8.76%	14.15%
3 Year	8.88%	-
5 Year	9.39%	-

Risk Management

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	DSP Multi Asset Allocation Fund - Regular (G)
Standard Deviation	6.78%	-
Sharp	1.43%	-
Beta	0.76%	-
Alpha	5.21%	-

Fund Managers

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	DSP Multi Asset Allocation Fund - Regular (G)
Name	Pradeep Kesavan	Jay Kothari
Total AUM	₹434274 Cr	₹0 Cr
Funds Managed	43	20
	SBI Multi Asset Allocation Fund - Regular Plan - Growth	DSP Multi Asset Allocation Fund - Regular (G)

Market Cap

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	DSP Multi Asset Allocation Fund - Regular (G)
Others	57.3	61.94
Large Cap	20.34	27.59
Mid Cap	8.61	6.01
Small Cap	13.75	4.46

Sector Allocation

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	DSP Multi Asset Allocation Fund - Regular (G)
Others	52.86	44.84
Energy	4.1	2.22
Technology	3.89	8.7
Consumer Defensive	3.51	2.18
Consumer Cyclical	6.29	7.26
Financial Services	15.42	13.49
Real Estate	4.68	5.62
Industrials	2.19	1.79
Healthcare	1.18	2.56
Basic Materials	3.76	3.65
Utilities	1.79	2.44
Communication Services	0.35	5.26

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