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 | Very High | Very High |
| Asset Size (Cr) | ₹6591 Cr | ₹4415 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 | 1.46 | 1.78 |
| 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 | 2.5% | 3.45% |
| 6 Month | 3.54% | 5.32% |
| 1 Year | 15.87% | 23.91% |
| 3 Year | 14.44% | 18.61% |
| 5 Year | 14.56% | 15.87% |
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 12.95% | 17.7% |
| 3 Year | 17.88% | 23.99% |
| 5 Year | 15.89% | 19.57% |
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.63% | 9.18% |
| 3 Year | 8.54% | 8.65% |
| 5 Year | 9.26% | 8.12% |
| 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% | 1.22% |
| Beta | 0.63% | 0.92% |
| Alpha | 4.59% | 6.88% |
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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 | 60.91 | 32.49 |
| Large Cap | 14.35 | 38.2 |
| Small Cap | 14.53 | 0 |
| Mid Cap | 10.21 | 11.68 |
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 60.91 | 32.49 |
| Petroleum Products | 0.85 | 2.25 |
| IT - Software | 3.64 | 7.84 |
| Capital Markets | 1.31 | 0 |
| Banks | 7.02 | 3.04 |
| Realty | 2.67 | 0.41 |
| Consumer Durables | 2.37 | 4.46 |
| Pharmaceuticals & Biotechnology | 0.76 | 3.82 |
| Leisure Services | 1.39 | 0.41 |
| Insurance | 1.84 | 1.01 |
| Transport Infrastructure | 0.49 | - |
| Ferrous Metals | 0.99 | - |
| Cement & Cement Products | 1.02 | 0.77 |
| Finance | 0.96 | 0.99 |
| Gas | 1.32 | 0.27 |
| IT - Services | 1.09 | - |
| Entertainment | 0.18 | - |
| Oil | 1.01 | 0.38 |
| Food Products | 0.61 | 1.22 |
| Construction | 1.59 | -0.01 |
| Auto Components | 1.39 | 1.14 |
| Transport Services | 1.58 | 0.62 |
| Retailing | 1.46 | 4.17 |
| Telecom - Services | 0.39 | 2.22 |
| Power | 0.86 | 0.23 |
| Personal Products | 1.07 | 1.57 |
| Fertilizers & Agrochemicals | 0.26 | 0.39 |
| Beverages | 0.39 | 0.51 |
| Textiles & Apparels | 0.58 | 0.39 |
| Diversified FMCG | - | 3.07 |
| Non - Ferrous Metals | - | 0 |
| Electrical Equipment | - | 0.8 |
| Healthcare Services | - | 0.43 |
| Aerospace & Defense | - | -0.01 |
| Automobiles | - | 4.9 |
| Agricultural Food & other Products | - | 0.42 |
| Diversified Metals | - | 1.25 |
| Industrial Products | - | 0.49 |
| Chemicals & Petrochemicals | - | 0.44 |
| Consumable Fuels | - | -0.01 |
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