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
| 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 | High | Very High |
| Asset Size (Cr) | ₹5302 Cr | ₹2418 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Dec 2005 | 19 Nov 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 | CRISIL Composite Bond TRI,Domestic Price of Gold,BSE 200 TRI |
| Turn Over | 252% | 270% |
| Expense Ratio | 1.49 | 1.97 |
| Manager | Pradeep Kesavan | Sunil Madhukar Patil |
| ISIN Code | INF200K01800 | INF789F01AP6 |
| Exits Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months/365 | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months/365 |
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.87% | 3.47% |
| 6 Month | 12.64% | 16.98% |
| 1 Year | 26.82% | 39.65% |
| 3 Year | 15.6% | 18.64% |
| 5 Year | 15.04% | 17.02% |
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 12.3% | 16.89% |
| 3 Year | 31.24% | 40.71% |
| 5 Year | 50.02% | 60.42% |
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.44% | 16.35% |
| 3 Year | 37.74% | 44.01% |
| 5 Year | 52.8% | 63.69% |
| 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 | 1.21% | 1.35% |
| Beta | 0.63% | 0.89% |
| Alpha | 4.59% | 7.16% |
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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 |
| Fund Manage | 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 | 62.93 | 34.26 |
| Large Cap | 15.06 | 50.46 |
| Mid Cap | 8.5 | 13.9 |
| Small Cap | 13.51 | 1.38 |
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 13.75 | 21.56 |
| Sovereign | 8.41 | 17.97 |
| Technology | 2.82 | 3.26 |
| Materials | 1.41 | 1.86 |
| Financial | 22.7 | 6.06 |
| Services | 5.92 | 4.41 |
| Construction | 7.15 | 3.66 |
| Healthcare | 2.6 | 4.4 |
| Capital Goods | 1.5 | 4.5 |
| Consumer Discretionary | 1.63 | 1.5 |
| Insurance | 2.14 | 0.87 |
| Consumer Staples | 3.59 | 3.46 |
| Metals & Mining | 3.08 | - |
| Energy | 4.03 | 6.55 |
| Communication | 2.76 | 2.64 |
| Chemicals | 0.26 | 1.18 |
| Unclassified | 16.25 | 11.19 |
| Automobile | - | 4.93 |
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