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

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tortoise-icon SBI Multi Asset Allocation Fund - Regular Plan - Growth

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tortoise-icon 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) ₹6591 Cr ₹2273 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 21 Dec 2005 21 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 1.46 1.66
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 0.39% 1.42%
6 Month 8.89% 11.14%
1 Year 18.2% 21.85%
3 Year 14.72% -
5 Year 14.31% -

SIP Return Analysis

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth DSP Multi Asset Allocation Fund - Regular (G)
6 Month - -
1 Year 12.57% 16.2%
3 Year 17.9% -
5 Year 15.98% -

Rolling Lumpsum Returns

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth DSP Multi Asset Allocation Fund - Regular (G)
1 Year 8.63% 28.28%
3 Year 8.54% -
5 Year 9.26% -

Risk Management

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth DSP Multi Asset Allocation Fund - Regular (G)
Standard Deviation 6.81% -
Sharp 1.21% -
Beta 0.63% -
Alpha 4.59% -

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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
Fund Manage 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 60.91 59.79
Large Cap 14.35 26.74
Small Cap 14.53 5.67
Mid Cap 10.21 7.8

Sector Allocation

Scheme Name

SBI Multi Asset Allocation Fund - Regular Plan - Growth

DSP Multi Asset Allocation Fund - Regular (G)

Others 60.91 4.62
Petroleum Products 0.85 -
IT - Software 3.64 -
Capital Markets 1.31 -
Banks 7.02 -
Realty 2.67 -
Consumer Durables 2.37 -
Pharmaceuticals & Biotechnology 0.76 -
Leisure Services 1.39 -
Insurance 1.84 -
Transport Infrastructure 0.49 -
Ferrous Metals 0.99 -
Cement & Cement Products 1.02 -
Finance 0.96 -
Gas 1.32 -
IT - Services 1.09 -
Entertainment 0.18 -
Oil 1.01 -
Food Products 0.61 -
Construction 1.59 -
Auto Components 1.39 -
Transport Services 1.58 -
Retailing 1.46 -
Telecom - Services 0.39 -
Power 0.86 -
Personal Products 1.07 -
Fertilizers & Agrochemicals 0.26 -
Beverages 0.39 -
Textiles & Apparels 0.58 -
Financial - 33.25
Sovereign - 3.34
Technology - 8.04
Automobile - 5.18
Healthcare - 5.76
Metals & Mining - 2.45
Energy - 3.84
Consumer Staples - 3.46
Chemicals - 1.23
Consumer Discretionary - 1.4
Communication - 3.09
Materials - 1.26
Capital Goods - 0.65
Services - 1.12
Unclassified - 21.31

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