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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) | ₹12012 Cr | ₹6551 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.86% | 0.68% |
| 6 Month | 10.23% | 6.42% |
| 1 Year | 18.86% | 11.3% |
| 3 Year | 18.77% | 20.49% |
| 5 Year | 14.96% | 15.27% |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 7.4% | 5.1% |
| 1 Year | 26.17% | 17.91% |
| 3 Year | 18.66% | 17.51% |
| 5 Year | 16.77% | 17.08% |
Rolling Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.76% | 9.01% |
| 3 Year | 8.88% | 9.15% |
| 5 Year | 9.39% | 8.33% |
Risk Management
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.81% | 8.04% |
| Sharp | 1.56% | 1.54% |
| Beta | 0.76% | 0.96% |
| Alpha | 5.21% | 6.11% |
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 | 57.3 | 35 |
| Large Cap | 20.34 | 47.84 |
| Mid Cap | 8.61 | 14.63 |
| Small Cap | 13.75 | 2.54 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 52.86 | 29.69 |
| Energy | 4.1 | 3.13 |
| Technology | 3.89 | 11.92 |
| Consumer Defensive | 3.51 | 9.37 |
| Consumer Cyclical | 6.29 | 7.68 |
| Financial Services | 15.42 | 16.04 |
| Real Estate | 4.68 | 3 |
| Industrials | 2.19 | 5.61 |
| Healthcare | 1.18 | 4.33 |
| Basic Materials | 3.76 | 6.16 |
| Utilities | 1.79 | 0 |
| Communication Services | 0.35 | 3.08 |
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