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DSP Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
DSP Multi Asset Allocation Fund - Regular (G)
Chart Comparison
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) | ₹9819 Cr | ₹3645 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 | 2.54% | 3.85% |
| 6 Month | 12.38% | 14% |
| 1 Year | 7.23% | 12.12% |
| 3 Year | 15.71% | - |
| 5 Year | 14.55% | - |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 6 Month | 4.2% | 5.32% |
| 1 Year | 14.75% | 17.86% |
| 3 Year | 15.83% | - |
| 5 Year | 14.78% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 1 Year | 8.73% | 14.57% |
| 3 Year | 8.71% | - |
| 5 Year | 9.35% | - |
Risk Management
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 6.71% | - |
| Sharp | 1.19% | - |
| Beta | - | - |
| Alpha | - | - |
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 | 57.77 | 65.14 |
| Large Cap | 20.47 | 25.27 |
| Mid Cap | 7.73 | 4.65 |
| Small Cap | 14.03 | 4.94 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Others | 52.97 | 49.92 |
| Energy | 3.93 | 1.12 |
| Technology | 4.46 | 7.16 |
| Consumer Defensive | 3.86 | 2.63 |
| Consumer Cyclical | 6.46 | 8.27 |
| Financial Services | 13.53 | 12.99 |
| Real Estate | 5.09 | 2.95 |
| Industrials | 2.59 | 2.05 |
| Healthcare | 1.01 | 2.18 |
| Basic Materials | 4.08 | 3.99 |
| Utilities | 1.63 | 2.51 |
| Communication Services | 0.39 | 4.24 |
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