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UTI Multi Asset Allocation Fund vs SBI 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 | 2.1% | 0.8% |
| 6 Month | 5.02% | 2.65% |
| 1 Year | 9.2% | 7.93% |
| 3 Year | 16.76% | 20.55% |
| 5 Year | 15.74% | 19.09% |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.93% | 3.64% |
| 1 Year | 9.38% | 5.67% |
| 3 Year | 16.37% | 19.47% |
| 5 Year | 14.9% | 17.1% |
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% | 1.23% |
| Beta | - | 0.89% |
| Alpha | - | 5.95% |
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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 | 34.26 |
| Large Cap | 18.14 | 48.18 |
| Small Cap | 12.18 | 0 |
| Mid Cap | 3.43 | 13.48 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 66.25 | 34.26 |
| 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 |
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