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UTI Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund compare

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tortoise-icon SBI Multi Asset Allocation Fund - Regular Plan - Growth

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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

Risk Management

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

Sector Allocation

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

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