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)	₹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

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	-1.04%	-1.24%
6 Month	7.06%	3.71%
1 Year	6.84%	3.89%
3 Year	16.16%	18.92%
5 Year	14.03%	15.61%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	4.17%	2.82%
1 Year	10.24%	4.39%
3 Year	15.15%	16.72%
5 Year	14.37%	15.88%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	8.73%	9.19%
3 Year	8.71%	8.99%
5 Year	9.35%	8.25%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	6.66%	8.04%
Sharp	1.37%	1.78%
Beta	-	0.85%
Alpha	-	7.03%

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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	55.96	34.77
Large Cap	21.15	49.96
Mid Cap	7.02	13.69
Small Cap	15.87	1.59

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	51.36	32.93
Energy	4.37	3.12
Technology	4.9	14.63
Consumer Defensive	4.18	8.43
Consumer Cyclical	7.29	5.23
Financial Services	12.66	15.2
Real Estate	5.29	0
Industrials	2.5	3.09
Healthcare	1.57	7.42
Basic Materials	3.62	6.88
Utilities	1.84	0.05
Communication Services	0.41	3.02