UTI Multi Asset Allocation Fund vs SBI 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)	₹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

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	1.63%	0.51%
6 Month	9.54%	6.86%
1 Year	15.71%	8.73%
3 Year	17.5%	19.4%
5 Year	14.53%	15.07%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	5.97%	4.38%
1 Year	24.13%	17.57%
3 Year	17.97%	17.53%
5 Year	16.24%	16.9%

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%

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%

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	57.3	35
Large Cap	20.34	47.84
Mid Cap	8.61	14.63
Small Cap	13.75	2.54

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