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SBI Multi Asset Allocation Fund vs UTI 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 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 SBI Multi Asset Allocation Fund - Regular Plan - Growth UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund SBI Multi Asset Allocation Fund - Regular Plan - Growth UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7141 Cr ₹5079 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 21 Dec 2005 17 Dec 2008
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 BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00)
Turn Over 252% 270%
Expense Ratio 1.44 1.77
Manager Pradeep Kesavan Sunil Madhukar Patil
ISIN Code INF200K01800 INF789F01AP6
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 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

Trailing Lumpsum Returns

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month 4.33% 4.81%
6 Month 4.34% 3.39%
1 Year 10.58% 9.98%
3 Year 16.73% 20.74%
5 Year 15.43% 18.4%

SIP Return Analysis

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month 2.26% 1.65%
1 Year 4.26% 2.02%
3 Year 14.49% 17.96%
5 Year 13.75% 16.17%

Rolling Lumpsum Returns

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 8.69% 9.35%
3 Year 8.58% 8.78%
5 Year 9.29% 8.16%

Risk Management

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation 7.531% 8.04%
Sharp 0.827% 1.23%
Beta - 0.89%
Alpha - 5.95%

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Fund Managers

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Sunil Madhukar Patil
Total AUM ₹434274 Cr ₹6910 Cr
Funds Managed 43 4
SBI Multi Asset Allocation Fund - Regular Plan - Growth UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Multi Asset Allocation Fund - Regular Plan - Growth

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 66.25 34.26
Large Cap 18.14 48.18
Small Cap 12.18 0
Mid Cap 3.43 13.48

Sector Allocation

Scheme Name

SBI Multi Asset Allocation Fund - Regular Plan - Growth

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 66.25 34.26
Energy 2.19 -
Technology 6.28 -
Consumer Defensive 2.57 -
Financial Services 9.69 -
Industrials 2.53 -
Consumer Cyclical 4.98 -
Healthcare 0.9 -
Basic Materials 1.91 -
Utilities 1.5 -
Communication Services 0.49 -
Real Estate 0.71 -
Petroleum Products - 3.23
IT - Software - 9.48
Pharmaceuticals & Biotechnology - 4.73
Personal Products - 1.57
Construction - 0
Finance - 1.41
Consumer Durables - 5.05
Banks - 4.72
Diversified FMCG - 3.86
Electrical Equipment - 0.71
Leisure Services - 1.33
Healthcare Services - 0.63
Aerospace & Defense - -0.01
Automobiles - 4.09
Insurance - 1.2
Capital Markets - 0
Gas - 0.31
Fertilizers & Agrochemicals - 0.49
Agricultural Food & other Products - 0.53
Diversified Metals - 1.5
Food Products - 1.61
Realty - 0.36
Oil - 0.38
Industrial Products - 0.66
Auto Components - 1.21
Chemicals & Petrochemicals - 0.62
Telecom - Services - 3.14
Financial Technology (Fintech) - 0.78
Cement & Cement Products - 1.05
Consumable Fuels - 0
Transport Services - 0.98
Retailing - 4.5
Textiles & Apparels - 0.48
Power - 0.36
Beverages - 0.7

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