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)	₹9312 Cr	₹5890 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	1.75
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	0.01%	-1.27%
6 Month	9.12%	5.76%
1 Year	7.85%	4.02%
3 Year	16.72%	19.41%
5 Year	14.39%	15.71%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	5.59%	3.32%
1 Year	13.67%	6.19%
3 Year	16.61%	17.87%
5 Year	15.21%	16.52%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	8.71%	9.3%
3 Year	8.65%	8.9%
5 Year	9.32%	8.2%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	6.95%	8.04%
Sharp	1.58%	1.78%
Beta	-	0.85%
Alpha	-	7.03%

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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	55.16	34.77
Large Cap	22.29	49.96
Mid Cap	6.47	13.69
Small Cap	16.07	1.59

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	50.33	32.93
Energy	4.56	3.12
Technology	5.33	14.63
Consumer Defensive	4.26	8.43
Consumer Cyclical	7.42	5.23
Financial Services	12.69	15.2
Real Estate	5.58	0
Industrials	2.52	3.09
Healthcare	1.49	7.42
Basic Materials	3.49	6.88
Utilities	1.89	0.05
Communication Services	0.44	3.02