SBI Multi Asset Allocation Fund vs UTI Multi Asset Allocation Fund compare

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SBI Multi Asset Allocation Fund - Regular Plan - Growth

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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	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

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%

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%

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%

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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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

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

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