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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) | ₹10484 Cr | ₹6106 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 | 1.79% | 1.63% |
| 6 Month | 10.71% | 6.89% |
| 1 Year | 12.36% | 8.25% |
| 3 Year | 17.21% | 19.08% |
| 5 Year | 15.13% | 15.65% |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.99% | 3.49% |
| 1 Year | 20.16% | 14.09% |
| 3 Year | 16.83% | 16.93% |
| 5 Year | 15.47% | 16.38% |
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% | 9.1% |
| 3 Year | 8.76% | 9.04% |
| 5 Year | 9.37% | 8.28% |
Risk Management
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.84% | 8.04% |
| Sharp | 1.47% | 1.44% |
| Beta | - | 0.11% |
| Alpha | - | 11.15% |
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 | 58.89 | 35.51 |
| Large Cap | 19.69 | 47.8 |
| Mid Cap | 8 | 13.82 |
| Small Cap | 13.41 | 2.87 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 54.57 | 30.44 |
| Energy | 3.72 | 2.85 |
| Technology | 4.06 | 11.37 |
| Consumer Defensive | 3.31 | 9.54 |
| Consumer Cyclical | 6.37 | 7.16 |
| Financial Services | 14.35 | 15.73 |
| Real Estate | 5.02 | 3.05 |
| Industrials | 2.12 | 5.41 |
| Healthcare | 0.87 | 5.2 |
| Basic Materials | 3.76 | 6.31 |
| Utilities | 1.49 | 0.02 |
| Communication Services | 0.36 | 2.92 |
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