- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹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 | 1.87% | 1.68% |
| 6 Month | 10.33% | 12.3% |
| 1 Year | 16.86% | 20.88% |
| 3 Year | 17.59% | - |
| 5 Year | 14.65% | - |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 6 Month | 5.71% | 6.38% |
| 1 Year | 22.83% | 25.62% |
| 3 Year | 17.83% | - |
| 5 Year | 16.3% | - |
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 | 6.81% | - |
| Sharp | 1.56% | - |
| 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 |
Top Comparisons
SBI Overnight Fund - Regular Plan - Growth
3Y Returns6.3%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.36%
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth
3Y Returns12.67%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns16.24%
Kotak US Specific Equity Passive FOF - Regular Plan - Growth
3Y Returns33.99%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns35.11%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns16.21%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns16.24%
