DSP Multi Asset Allocation Fund vs UTI Multi Asset Allocation Fund compare

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DSP Multi Asset Allocation Fund - Regular (G)

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UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	DSP Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund	DSP Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4985 Cr	₹6376 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	27 Sep 2023	17 Dec 2008
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	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)	BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00)
Turn Over	%	270%
Expense Ratio	1.64	1.75
Manager	Jay Kothari	Sunil Madhukar Patil
ISIN Code	INF740KA1TB5	INF789F01AP6
Exits Load	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	UTI Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	DSP Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	2.07%	2.17%
6 Month	12.25%	7.79%
1 Year	18.16%	9.54%
3 Year	-	19.34%
5 Year	-	15.45%

Scheme Name	DSP Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	7.01%	5.36%
1 Year	26.83%	18.23%
3 Year	-	18.01%
5 Year	-	17.15%

Scheme Name	DSP Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	14.15%	9.04%
3 Year	-	9.14%
5 Year	-	8.32%

Scheme Name	DSP Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	-	8.04%
Sharp	-	1.52%
Beta	-	0.93%
Alpha	-	5.69%

Scheme Name	DSP Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Name	Jay Kothari	Sunil Madhukar Patil
Total AUM	₹0 Cr	₹6910 Cr
Funds Managed	20	4
	DSP Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Scheme Name	DSP Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	63.4	34.31
Large Cap	26.22	45.31
Small Cap	4.83	1.57
Mid Cap	5.55	18.02

Scheme Name	DSP Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	47.39	30.43
Financial Services	13.4	-
Industrials	2.11	-
Consumer Defensive	2.06	-
Technology	8.16	-
Consumer Cyclical	6.9	-
Basic Materials	3.82	-
Real Estate	4.61	-
Healthcare	1.93	-
Energy	1.94	-
Communication Services	5.01	-
Utilities	2.69	-
Petroleum Products	-	1.03
IT - Software	-	8.94
Cement & Cement Products	-	1.35
Personal Products	-	1.18
Finance	-	3.81
Consumer Durables	-	4.42
Capital Markets	-	3.65
Healthcare Services	-	0.79
Diversified FMCG	-	3.77
Banks	-	7.78
Realty	-	1.84
Pharmaceuticals & Biotechnology	-	3.39
Chemicals & Petrochemicals	-	1.76
Leisure Services	-	0.36
Automobiles	-	5.22
Aerospace & Defense	-	1.15
Insurance	-	1.66
Telecom - Services	-	2.92
Transport Services	-	1.39
Fertilizers & Agrochemicals	-	0.49
Transport Infrastructure	-	0.82
Agricultural Food & other Products	-	0.86
-	-	1.22
Gas	-	0
Diversified Metals	-	-0.01
Food Products	-	3.73
Non - Ferrous Metals	-	0.32
Ferrous Metals	-	0.2
Industrial Products	-	1.27
Auto Components	-	0.28
Consumable Fuels	-	1.68
Retailing	-	0.33
Textiles & Apparels	-	0.6
Power	-	0.01
Financial Technology (Fintech)	-	0.57