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SBI Multi Asset Allocation Fund vs UTI Multi Asset Allocation Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
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 | 2.35% | 2.7% |
| 6 Month | 0.47% | -0.06% |
| 1 Year | 8.35% | 8.31% |
| 3 Year | 14.37% | 18.46% |
| 5 Year | 14.84% | 17.35% |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.28% | 2.53% |
| 1 Year | 5.73% | 3.51% |
| 3 Year | 15.51% | 19.37% |
| 5 Year | 14.36% | 16.99% |
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% | 0.93% |
| Beta | - | 0.93% |
| Alpha | - | 6.11% |
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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 | 34.85 |
| Large Cap | 18.14 | 51.91 |
| Small Cap | 12.18 | 0.1 |
| Mid Cap | 3.43 | 13.13 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 66.25 | 34.85 |
| Energy | 2.19 | 4.11 |
| Technology | 6.28 | 11.08 |
| Consumer Defensive | 2.57 | 8.36 |
| Financial Services | 9.69 | 8.79 |
| Industrials | 2.53 | 5.21 |
| Consumer Cyclical | 4.98 | 12.26 |
| Healthcare | 0.9 | 5.52 |
| Basic Materials | 1.91 | 4.4 |
| Utilities | 1.5 | 0.56 |
| Communication Services | 0.49 | 4.03 |
| Real Estate | 0.71 | 0.8 |
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