SBI Multi Asset Allocation Fund vs UTI 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 Risk	Very High Risk
Asset Size (Cr)	₹7141 Cr	₹5079 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	1.77
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	-0.63%	-1.02%
6 Month	-1.67%	-4.39%
1 Year	9.48%	10.5%
3 Year	13.69%	16.7%
5 Year	13.04%	14.15%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	2.59%	1.38%
3 Year	14.26%	18.61%
5 Year	13.78%	16.64%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	8.69%	9.35%
3 Year	8.58%	8.78%
5 Year	9.29%	8.16%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	7.178%	8.04%
Sharp	1.019%	1.11%
Beta	-	0.9%
Alpha	-	6.69%

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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