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SBI MULTI ASSET ALLOCATION FUND vs DSP Multi Asset Allocation Fund

Updated June 2026 · both Multi Asset Allocation funds · metrics from AMFI NAVs

In short: DSP Multi Asset Allocation Fund has the lower expense ratio (0.38%); DSP Multi Asset Allocation Fund has the better risk-adjusted return (Sharpe 1.54). This is analysis from past data, not a recommendation.

MetricSBI MULTI ASSET ALLOCATION FUNDDSP Multi Asset Allocation Fund
1Y return+10.75%+16.37%
3Y CAGR+17.08%-
5Y CAGR+13.68%-
Sharpe ratio0.991.54
Max drawdown-8.6%-9.7%
Volatility7.8%8.3%
Alpha+9.03%+12.19%
Expense ratio (Direct)0.76%0.38%
AUM₹15.2K Cr₹7.9K Cr

Winner on each row highlighted (lower is better for expense ratio and volatility; max drawdown closer to zero is better). Computed from AMFI NAVs - see methodology. No paid placement.

FAQ

Which has the lower expense ratio?

DSP Multi Asset Allocation Fund has the lower Direct-plan expense ratio (0.38%), versus 0.76% for the other. Over long horizons a lower TER compounds into a meaningful difference.

How are these figures calculated?

All returns, risk metrics and alpha are computed independently from AMFI daily NAVs using a disclosed methodology. FindMF takes no commission and this comparison is not a recommendation.

SBI MULTI ASSET ALLOCATION FUND detailsDSP Multi Asset Allocation Fund detailsOpen in interactive compare